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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 %
RTL
651
Red Tortoise LLC
Georgia
$5.73K – – –
BTI
652
Blue Trust Inc
Georgia
$5.44K -$18.7K -127 -77%
FFA
653
Frazier Financial Advisors
Ohio
$5.29K +$5.29K +36 New
JPWM
654
Jamison Private Wealth Management
Georgia
$5.15K – – –
CFD
655
Creative Financial Designs
Indiana
$5.15K +$5.15K +35 New
TWC
656
TD Waterhouse Canada
Ontario, Canada
$4.82K – – –
AWM
657
Abound Wealth Management
Tennessee
$4.71K +$441 +3 +10%
CFB
658
Cullen/Frost Bankers
Texas
$4.41K – – –
BWL
659
Bogart Wealth LLC
Virginia
$4.41K – – –
BF
660
BOK Financial
Oklahoma
$4.4K +$880 +6 +25%
KFI
661
Key Financial Inc
Pennsylvania
$4.26K – – –
EBA
662
Eagle Bay Advisors
New York
$3.99K – – –
WWM
663
Wolff Wiese Magana
California
$3.97K – – –
AEPWM
664
Atlantic Edge Private Wealth Management
Florida
$3.68K – – –
GIM
665
Gold Investment Management
Alberta, Canada
$3.53K – – –
AW
666
Avion Wealth
Texas
$3K +$667 +4 +29%
HIA
667
Harbor Investment Advisory
Maryland
$2.79K – – –
IRC
668
Investors Research Corp
Georgia
$2.79K – – –
OC
669
Oakworth Capital
Alabama
$2.5K – – –
IBOK
670
Independence Bank of Kentucky
Kentucky
$2.5K – – –
S
671
Sachetta
Massachusetts
$2.25K – – –
IHWM
672
Iron Horse Wealth Management
Iowa
$2.21K – – –
FHA
673
First Horizon Advisors
Tennessee
$2.06K – – –
PP
674
Paloma Partners
Connecticut
$2.06K +$2.06K +14 New
HCM
675
Hollencrest Capital Management
California
$1.91K – – –
25 26
27
28 29