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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
DCM
651
Davis Capital Management
Florida
$44.1K
HFM
652
Harvest Fund Management
China
$42K +$39.5K +234 New
HWM
653
Hemington Wealth Management
Virginia
$42K +$43.5K +258 New
ACM
654
Aster Capital Management
United Arab Emirates
$38.2K +$35.8K +212 New
NFSG
655
Newbridge Financial Services Group
Florida
$37.3K +$4.56K +27 +15%
DWS
656
Dynamic Wealth Strategies
California
$35K +$16.4K +97 +98%
ATS
657
Ashton Thomas Securities
New York
$33.2K +$31.1K +184 New
CA
658
Centerpoint Advisors
Massachusetts
$32K +$338 +2 +1%
QC
659
Quent Capital
New York
$31.2K
CAL
660
Capital Advisors Ltd
Ohio
$31K
AIM
661
Anchor Investment Management
South Carolina
$30.6K
PWMG
662
Private Wealth Management Group
New Jersey
$30.1K +$338 +2 +1%
CAM
663
Creekmur Asset Management
Illinois
$29.6K
FCA
664
FinTrust Capital Advisors
South Carolina
$28.3K
DIP
665
DT Investment Partners
Pennsylvania
$25.6K
QL
666
Quarry LP
New York
$25K -$123K -730 -84%
BONH
667
Bank of New Hampshire
New Hampshire
$24.9K
RA
668
Rise Advisors
New York
$24.5K +$169 +1 +0.7%
CT
669
Caldwell Trust
Florida
$24.1K +$22.6K +134 New
SS
670
Sunbelt Securities
Texas
$21.2K -$84.2K -499 -81%
MAM
671
Meeder Asset Management
Ohio
$20.7K +$844 +5 +5%
CWC
672
Carolinas Wealth Consulting
North Carolina
$20.5K +$844 +5 +5%
WAG
673
Wiser Advisor Group
Arizona
$20.4K
Lazard Asset Management
674
Lazard Asset Management
New York
$20K -$101K -597 -84%
GKIM
675
GW&K Investment Management
Massachusetts
$20K +$2.02K +12 +12%

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.