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Extra Space Storage

750 hedge funds and large institutions have $32.1B invested in Extra Space Storage in 2024 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 271 increasing their positions, 253 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more call options, than puts

Call options by funds: $33.4M | Put options by funds: $9.45M

120% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 46

6% more funds holding

Funds holding: 707750 (+43)

5% more capital invested

Capital invested by funds: $30.5B → $32.1B (+$1.59B)

7% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 253

0.51% less ownership

Funds ownership: 98.23%97.72% (-0.51%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
750
Holders Change
+43
Holders Change %
+6.08%
% of All Funds
10.83%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
101
Increased
271
Reduced
253
Closed
46
Calls
$33.4M
Puts
$9.45M
Net Calls
+$24M
Net Calls Change
+$37.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PIM
626
Plato Investment Management
Australia
$62K -$114K -783 -66%
CAL
627
Capital Analysts LLC
Pennsylvania
$57K -$583 -4 -1%
PCWA
628
Pacific Capital Wealth Advisors
California
$54.4K +$51K +350 New
WIM
629
Westside Investment Management
California
$53.6K
ST
630
Smithfield Trust
Pennsylvania
$52K
Federated Hermes
631
Federated Hermes
Pennsylvania
$48.6K -$186K -1,276 -80%
LS
632
Livforsakringsbolaget Skandia
Sweden
$46.6K
AGWCA
633
Annis Gardner Whiting Capital Advisors
Florida
$45.2K +$5.98K +41 +16%
WTC
634
WhitTier Trust Company
Nevada
$44.4K +$40.2K +276 +2,760%
BGAI
635
Bruce G. Allen Investments
Colorado
$42.7K +$146 +1 +0.4%
Jones Financial Companies
636
Jones Financial Companies
Missouri
$42.4K +$24.6K +169 +163%
DCM
637
Davis Capital Management
Florida
$37.2K
SAM
638
Smartleaf Asset Management
Massachusetts
$37.2K +$10.8K +74 +45%
EWA
639
EverSource Wealth Advisors
Alabama
$35.1K +$1.9K +13 +6%
BTI
640
Blue Trust Inc
Georgia
$34.8K +$29.2K +200 +541%
CFM
641
Catalyst Funds Management
Australia
$31.1K -$14.6K -100 -33%
CA
642
Continuum Advisory
Idaho
$28.8K
NFSG
643
Newbridge Financial Services Group
Florida
$28K +$5.83K +40 +29%
CAL
644
Capital Advisors Ltd
Ohio
$27K +$437 +3 +2%
CA
645
Centerpoint Advisors
Massachusetts
$27K +$25.5K +175 New
QC
646
Quent Capital
New York
$26.9K
AIM
647
Anchor Investment Management
South Carolina
$26.4K
PWMG
648
Private Wealth Management Group
New Jersey
$25.6K +$11.7K +80 +94%
CAM
649
Creekmur Asset Management
Illinois
$25.5K
EC
650
EdgeRock Capital
Colorado
$25.3K +$23.8K +163 New

EXR Hedge Fund Activity: Q2 2024 in Review

750 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q2 2024, worth a combined $32.1B — up 5.2% from $30.5B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new EXR positions and 46 closed out — a net gain of 55 holders — while 271 added to existing stakes and 253 trimmed.

The largest buyer was Capital World Investors, adding an estimated $489M. The largest seller was Cohen & Steers, cutting an estimated $280M.

  • 750 institutional investors held Extra Space Storage (EXR) as of Q2 2024, up from 707 in Q1 2024.
  • Funds reported $32.1B of Extra Space Storage stock for Q2 2024, up 5.2% quarter-over-quarter.
  • 101 funds opened new Extra Space Storage positions in Q2 2024 and 46 closed out, a net change of +55 holders.
  • The largest Extra Space Storage buyer in Q2 2024 was Capital World Investors, an estimated $489M added.
  • The largest Extra Space Storage seller in Q2 2024 was Cohen & Steers, an estimated $280M sold.

Based on aggregated 13F filings for Q2 2024.