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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
GRP
651
Global Retirement Partners
California
$24.7K -$14.3K -98 -38%
FCA
652
FinTrust Capital Advisors
South Carolina
$24.4K +$4.67K +32 +26%
HPC
653
HM Payson & Co
Maine
$23.3K
DIP
654
DT Investment Partners
Pennsylvania
$22.1K
BONH
655
Bank of New Hampshire
New Hampshire
$21.4K
RA
656
Rise Advisors
New York
$21K +$437 +3 +2%
ZB
657
Zions Bancorporation
Utah
$20.5K +$292 +2 +2%
WAG
658
Wiser Advisor Group
Arizona
$17.4K +$437 +3 +3%
MAM
659
Meeder Asset Management
Ohio
$17.1K +$16K +110 New
HI
660
Harbour Investments
Wisconsin
$16.9K -$12K -82 -43%
CWC
661
Carolinas Wealth Consulting
North Carolina
$16.9K +$1.02K +7 +7%
Group One Trading
662
Group One Trading
Illinois
$16.5K +$15.5K +106 New
PWMG
663
Prestige Wealth Management Group
New Jersey
$16K -$367K -2,518 -96%
GKIM
664
GW&K Investment Management
Massachusetts
$16K +$1.6K +11 +12%
GWSG
665
GPS Wealth Strategies Group
Colorado
$15.7K +$146 +1 +1%
HWA
666
Heritage Wealth Advisors
Virginia
$15.5K
LFA
667
LGT Financial Advisors
Texas
$15.4K
DWS
668
Dynamic Wealth Strategies
California
$15K
MCM
669
MV Capital Management
Maryland
$14.1K +$2.77K +19 +26%
VNA
670
Valley National Advisers
Pennsylvania
$14K +$1.9K +13 +16%
MTIC
671
Missouri Trust & Investment Company
Missouri
$14K -$1.46K -10 -10%
IA
672
IFP Advisors
Florida
$14K -$304K -2,086 -96%
TFGT
673
TS Financial Group (TSFG)
Illinois
$12K
RCM
674
Raleigh Capital Management
North Carolina
$11.2K +$1.46K +10 +16%
FHA
675
First Horizon Advisors
Tennessee
$10.7K +$8.02K +55 +393%

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.