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Extra Space Storage

781 hedge funds and large institutions have $30.5B invested in Extra Space Storage in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 275 increasing their positions, 272 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $22.6M | Put options by funds: $17M

32% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 74

2% more funds holding

Funds holding: 768781 (+13)

1% more repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 272

1.37% less ownership

Funds ownership: 97.67%96.29% (-1.4%)

17% less capital invested

Capital invested by funds: $36.9B → $30.5B (-$6.39B)

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
781
Holders Change
+13
Holders Change %
+1.69%
% of All Funds
10.29%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.08%
New
98
Increased
275
Reduced
272
Closed
74
Calls
$22.6M
Puts
$17M
Net Calls
+$5.54M
Net Calls Change
-$42.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TF
626
Tompkins Financial
New York
$97.2K
HNB
627
Hilltop National Bank
Wyoming
$96.8K -$21.3K -130 -17%
RDIA
628
RE Dickinson Investment Advisors
Iowa
$96K
SAM
629
Sherman Asset Management
California
$93.7K +$103K +626 New
BBHC
630
Brown Brothers Harriman & Co
New York
$91.1K +$1.48K +9 +2%
PFBT
631
Parkside Financial Bank & Trust
Missouri
$85.9K +$5.08K +31 +6%
GAM
632
Generali Asset Management
Italy
$83.9K +$92K +561 New
MC
633
Muzinich & Co
New York
$82K
Simplex Trading
634
Simplex Trading
Illinois
$81K -$450K -2,746 -83%
LC
635
Lindbrook Capital
California
$78.2K +$11.2K +68 +15%
BCMLT
636
Beacon Capital Management LLC (Tennessee)
Tennessee
$75.2K
CA
637
Cornerstone Advisors
North Carolina
$74.8K
MPWT
638
MassMutual Private Wealth & Trust
Connecticut
$69.4K -$2.95K -18 -4%
GXJ
639
Global X Japan
Japan
$66.9K +$9.18K +56 +14%
AAG
640
Armstrong Advisory Group
Massachusetts
$62.5K
PAM
641
Parvin Asset Management
South Dakota
$62.2K +$68.2K +416 New
MCM
642
Manchester Capital Management
Vermont
$61.5K -$16.4K -100 -20%
PIM
643
Plato Investment Management
Australia
$59.9K
ANBT
644
American National Bank & Trust
Texas
$59.8K +$65.6K +400 New
GRP
645
Global Retirement Partners
California
$58.5K -$2.62K -16 -4%
MFC
646
Mechanics Financial Corp
Ohio
$58.2K
CAL
647
Capital Analysts LLC
Pennsylvania
$56K +$1.15K +7 +2%
KIM
648
Kestra Investment Management
Texas
$54K +$59.2K +361 New
QL
649
Quarry LP
New York
$53.3K +$35.6K +217 +156%
PCWA
650
Pacific Capital Wealth Advisors
California
$52.4K

EXR Hedge Fund Activity: Q4 2024 in Review

781 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q4 2024, worth a combined $30.5B — down 17% from $36.9B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new EXR positions and 74 closed out — a net gain of 24 holders — while 275 added to existing stakes and 272 trimmed.

The largest buyer was Northern Trust, adding an estimated $154M. The largest seller was Pathway Financial Advisers, cutting an estimated $329M.

  • 781 institutional investors held Extra Space Storage (EXR) as of Q4 2024, up from 768 in Q3 2024.
  • Funds reported $30.5B of Extra Space Storage stock for Q4 2024, down 17% quarter-over-quarter.
  • 98 funds opened new Extra Space Storage positions in Q4 2024 and 74 closed out, a net change of +24 holders.
  • The largest Extra Space Storage buyer in Q4 2024 was Northern Trust, an estimated $154M added.
  • The largest Extra Space Storage seller in Q4 2024 was Pathway Financial Advisers, an estimated $329M sold.

Based on aggregated 13F filings for Q4 2024.