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Extra Space Storage
EXR

Overview Fund Activity

774 hedge funds and large institutions have $30.5B invested in Extra Space Storage in 2024 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 272 increasing their positions, 271 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+12
Holders Change %
+1.57%
% of All Funds
10.3%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.08%
New
97
Increased
272
Reduced
271
Closed
74
Calls
$22.6M
Puts
$17M
Net Calls
+$5.54M
Net Calls Change
-$42.3M

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$141M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$107M
3
MNA
Manning & Napier Advisors
New York
+$107M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$77.8M
5
Cohen & Steers
Cohen & Steers
New York
+$77.3M

Top Sellers

1
PFA
Pathway Financial Advisers
Indiana
-$300M
2
Capital World Investors
Capital World Investors
California
-$158M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$143M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$133M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
651
Continuum Advisory
Idaho
$46.5K – – –
HFS
652
Hantz Financial Services
Michigan
$46K -$4.54M -30,421 -99%
LCM
653
Logan Capital Management
Pennsylvania
$45.2K -$214K -1,428 -83%
RIL
654
Rothschild Investment LLC
Illinois
$42.9K -$38.9K -260 -48%
BGAI
655
Bruce G. Allen Investments
Colorado
$40.5K -$748 -5 -2%
CIAM
656
Caitong International Asset Management
Hong Kong
$40.1K +$40.1K +268 New
AGWCA
657
Annis Gardner Whiting Capital Advisors
Florida
$38.9K -$150 -1 -0.4%
HWM
658
Hemington Wealth Management
Virginia
$38K – – –
LFG
659
Larson Financial Group
Missouri
$37.6K -$98.6K -659 -72%
DCM
660
Davis Capital Management
Florida
$36.7K – – –
TPCW
661
TD Private Client Wealth
New York
$31.3K -$134K -895 -81%
NFSG
662
Newbridge Financial Services Group
Florida
$31K – – –
CA
663
Centerpoint Advisors
Massachusetts
$27K +$302 +2 +1%
CAL
664
Capital Advisors Ltd
Ohio
$26K -$304 -2 -1%
AIM
665
Anchor Investment Management
South Carolina
$25.4K – – –
HI
666
Harbour Investments
Wisconsin
$25.1K +$12K +80 +91%
GSWM
667
Golden State Wealth Management
California
$24.5K +$24.5K +164 New
CAM
668
Creekmur Asset Management
Illinois
$24.5K – – –
PSFG
669
Park Square Financial Group
Georgia
$22.4K +$22.4K +150 New
DIP
670
DT Investment Partners
Pennsylvania
$21.2K – – –
PWMG
671
Private Wealth Management Group
New Jersey
$20.6K -$4.34K -29 -17%
BONH
672
Bank of New Hampshire
New Hampshire
$20.6K – – –
RA
673
Rise Advisors
New York
$20.6K +$298 +2 +1%
RMP
674
Richards, Merrill & Peterson
Washington
$18.7K +$18.7K +125 New
VCM
675
Versant Capital Management
Arizona
$18.1K +$6.13K +41 +51%
25 26
27
28 29