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Extra Space Storage

713 hedge funds and large institutions have $33.8B invested in Extra Space Storage in 2023 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 219 increasing their positions, 269 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $71.6M | Put options by funds: $27.9M

96% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 68

33% more capital invested

Capital invested by funds: $25.4B → $33.8B (+$8.42B)

9% more funds holding

Funds holding: 654713 (+59)

0.98% more ownership

Funds ownership: 99.02%100% (+0.98%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

19% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 269

Holders
713
Holders Change
+59
Holders Change %
+9.02%
% of All Funds
10.4%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
133
Increased
219
Reduced
269
Closed
68
Calls
$71.6M
Puts
$27.9M
Net Calls
+$43.7M
Net Calls Change
+$78.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
651
Plante Moran Financial Advisors
Michigan
$8.18K
CIA
652
Cape Investment Advisory
Georgia
$8.17K
PWMG
653
Provence Wealth Management Group
California
$8.02K
EA
654
Evolution Advisers
Virginia
$8K
FWM
655
FSA Wealth Management
Massachusetts
$8K +$6.23K +49 New
BIA
656
Bell Investment Advisors
California
$7.86K -$636 -5 -9%
JWM
657
Janiczek Wealth Management
Colorado
$7.05K -$2.03K -16 -27%
RTL
658
Red Tortoise LLC
Georgia
$6.25K -$254 -2 -5%
TCWA
659
Turtle Creek Wealth Advisors
Texas
$6.25K +$4.96K +39 New
ADL
660
Asset Dedication LLC
California
$6K -$763 -6 -14%
JPWM
661
Jamison Private Wealth Management
Georgia
$5.61K
TWC
662
TD Waterhouse Canada
Ontario, Canada
$5.14K
SL
663
Salomon & Ludwin
Virginia
$4.99K
BWL
664
Bogart Wealth LLC
Virginia
$4.81K
CFB
665
Cullen/Frost Bankers
Texas
$4.81K
AWM
666
Abound Wealth Management
Tennessee
$4.65K +$890 +7 +32%
KFI
667
Key Financial Inc
Pennsylvania
$4.65K
MSWM
668
McGlone Suttner Wealth Management
Wisconsin
$4.58K +$3.69K +29 New
EBA
669
Eagle Bay Advisors
New York
$4.33K
WWM
670
Wolff Wiese Magana
California
$4.33K
AEPWM
671
Atlantic Edge Private Wealth Management
Florida
$4.01K +$3.18K +25 New
CAS
672
Coppell Advisory Solutions
Texas
$3.96K +$3.18K +25 New
GIM
673
Gold Investment Management
Alberta, Canada
$3.85K +$3.05K +24 New
BF
674
BOK Financial
Oklahoma
$3.85K +$2.29K +18 +300%
AAP
675
Arax Advisory Partners
Colorado
$3.69K +$2.29K +18 +360%

EXR Hedge Fund Activity: Q4 2023 in Review

713 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q4 2023, worth a combined $33.8B — up 33% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new EXR positions and 68 closed out — a net gain of 65 holders — while 219 added to existing stakes and 269 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $262M. The largest seller was Capital World Investors, cutting an estimated $228M.

  • 713 institutional investors held Extra Space Storage (EXR) as of Q4 2023, up from 654 in Q3 2023.
  • Funds reported $33.8B of Extra Space Storage stock for Q4 2023, up 33% quarter-over-quarter.
  • 133 funds opened new Extra Space Storage positions in Q4 2023 and 68 closed out, a net change of +65 holders.
  • The largest Extra Space Storage buyer in Q4 2023 was Morgan Stanley, an estimated $262M added.
  • The largest Extra Space Storage seller in Q4 2023 was Capital World Investors, an estimated $228M sold.

Based on aggregated 13F filings for Q4 2023.