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Extra Space Storage
EXR

Overview Fund Activity

702 hedge funds and large institutions have $30.5B invested in Extra Space Storage in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 258 increasing their positions, 251 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
702
Holders Change
-7
Holders Change %
-0.99%
% of All Funds
10.18%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
66
Increased
258
Reduced
251
Closed
64
Calls
$26.9M
Puts
$40.2M
Net Calls
-$13.3M
Net Calls Change
-$57.1M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$685M
2
Invesco
2
Invesco
Georgia
$572M
3
Boston Partners
3
Boston Partners
Massachusetts
$131M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$370M
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$407M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$2.39B
2
Morgan Stanley
2
Morgan Stanley
New York
$245M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$149M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$253M
5
State Street
5
State Street
Massachusetts
$1.98B
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
626
Valley National Advisers
Pennsylvania
$11K +$1.1K +8 +11%
TIM
627
Thompson Investment Management
Wisconsin
$10.9K – – –
MCM
628
MV Capital Management
Maryland
$10.6K +$2.06K +14 +24%
EWP
629
Elevation Wealth Partners
California
$9.56K -$9.26K -63 -49%
LI
630
LRI Investments
Florida
$9.41K +$9.41K +64 New
NMM
631
Naples Money Management
Florida
$9.18K – – –
RCM
632
Raleigh Capital Management
North Carolina
$9.11K +$7.06K +48 +343%
RDIA
633
RE Dickinson Investment Advisors
Iowa
$9K – – –
NS
634
NBC Securities
Alabama
$9K +$9K +66 New
FFO
635
Fortitude Family Office
Arizona
$8.82K – – –
GEA
636
Glen Eagle Advisors
New Jersey
$8.67K – – –
MHR
637
Matthew Hamilton Rosenberg
$8.36K – – –
QL
638
Quarry LP
New York
$8.09K -$12.2K -83 -60%
GC
639
Gould Capital
Washington
$8.09K – – –
AA
640
AlphaMark Advisors
Kentucky
$8K – – –
EA
641
Evolution Advisers
Virginia
$8K – – –
BIA
642
Bell Investment Advisors
California
$7.79K +$588 +4 +8%
NIC
643
Northwest Investment Counselors
Oregon
$7.79K +$7.79K +53 New
PMFA
644
Plante Moran Financial Advisors
Michigan
$7.5K – – –
CIA
645
Cape Investment Advisory
Georgia
$7.49K – – –
BAM
646
Byrne Asset Management
New Jersey
$7.35K +$7.35K +50 New
FWM
647
FSA Wealth Management
Massachusetts
$7.24K – – –
JWM
648
Janiczek Wealth Management
Colorado
$6.47K – – –
BFPW
649
BOK Financial Private Wealth
Colorado
$6.03K -$146K -995 -96%
SL
650
Salomon & Ludwin
Virginia
$6.03K – – –
24 25
26
27 28