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Extra Space Storage

768 hedge funds and large institutions have $36.9B invested in Extra Space Storage in 2024 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 264 increasing their positions, 278 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

330% more call options, than puts

Call options by funds: $62.3M | Put options by funds: $14.5M

39% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 61

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

15% more capital invested

Capital invested by funds: $32.1B → $36.9B (+$4.79B)

2% more funds holding

Funds holding: 750768 (+18)

0.06% less ownership

Funds ownership: 97.72%97.67% (-0.06%)

5% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 278

Holders
768
Holders Change
+18
Holders Change %
+2.4%
% of All Funds
11.03%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
85
Increased
264
Reduced
278
Closed
61
Calls
$62.3M
Puts
$14.5M
Net Calls
+$47.8M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
626
Muzinich & Co
New York
$98.7K
RIL
627
Rothschild Investment LLC
Illinois
$98.6K +$169 +1 +0.2%
PFBT
628
Parkside Financial Bank & Trust
Missouri
$97.8K +$169 +1 +0.2%
MCM
629
Manchester Capital Management
Vermont
$92.1K
BCMLT
630
Beacon Capital Management LLC (Tennessee)
Tennessee
$90.6K +$2.36K +14 +3%
AA
631
Alta Advisers
United Kingdom
$90.1K
CA
632
Cornerstone Advisors
North Carolina
$90.1K
MPWT
633
MassMutual Private Wealth & Trust
Connecticut
$86.9K +$3.54K +21 +5%
CFGS
634
Concourse Financial Group Securities
Alabama
$84.3K -$10.3K -61 -12%
LC
635
Lindbrook Capital
California
$82K +$7.93K +47 +12%
AAG
636
Armstrong Advisory Group
Massachusetts
$75.3K -$4.22K -25 -6%
GRP
637
Global Retirement Partners
California
$73.3K +$41.9K +248 +156%
CFM
638
Catalyst Funds Management
Australia
$72.1K +$33.8K +200 +100%
PIM
639
Plato Investment Management
Australia
$71.8K
GXJ
640
Global X Japan
Japan
$70.5K -$18.6K -110 -22%
MFC
641
Mechanics Financial Corp
Ohio
$70.1K +$65.7K +389 New
CAL
642
Capital Analysts LLC
Pennsylvania
$66K
Federated Hermes
643
Federated Hermes
Pennsylvania
$64.9K +$7.93K +47 +15%
ST
644
Smithfield Trust
Pennsylvania
$64K +$4.05K +24 +7%
PCWA
645
Pacific Capital Wealth Advisors
California
$63.1K
WIM
646
Westside Investment Management
California
$62.2K
CA
647
Continuum Advisory
Idaho
$50.8K +$21.3K +126 +68%
BGAI
648
Bruce G. Allen Investments
Colorado
$49.7K +$169 +1 +0.4%
AGWCA
649
Annis Gardner Whiting Capital Advisors
Florida
$47K -$5.06K -30 -10%
EWA
650
EverSource Wealth Advisors
Alabama
$45.3K +$5.23K +31 +14%

EXR Hedge Fund Activity: Q3 2024 in Review

768 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2024, worth a combined $36.9B — up 15% from $32.1B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new EXR positions and 61 closed out — a net gain of 24 holders — while 264 added to existing stakes and 278 trimmed.

The largest buyer was Capital World Investors, adding an estimated $429M. The largest seller was JP Morgan Chase, cutting an estimated $257M.

  • 768 institutional investors held Extra Space Storage (EXR) as of Q3 2024, up from 750 in Q2 2024.
  • Funds reported $36.9B of Extra Space Storage stock for Q3 2024, up 15% quarter-over-quarter.
  • 85 funds opened new Extra Space Storage positions in Q3 2024 and 61 closed out, a net change of +24 holders.
  • The largest Extra Space Storage buyer in Q3 2024 was Capital World Investors, an estimated $429M added.
  • The largest Extra Space Storage seller in Q3 2024 was JP Morgan Chase, an estimated $257M sold.

Based on aggregated 13F filings for Q3 2024.