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Extra Space Storage

781 hedge funds and large institutions have $30.5B invested in Extra Space Storage in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 275 increasing their positions, 272 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $22.6M | Put options by funds: $17M

32% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 74

2% more funds holding

Funds holding: 768781 (+13)

1% more repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 272

1.37% less ownership

Funds ownership: 97.67%96.29% (-1.4%)

17% less capital invested

Capital invested by funds: $36.9B → $30.5B (-$6.39B)

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
781
Holders Change
+13
Holders Change %
+1.69%
% of All Funds
10.29%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.08%
New
98
Increased
275
Reduced
272
Closed
74
Calls
$22.6M
Puts
$17M
Net Calls
+$5.54M
Net Calls Change
-$42.3M
Name Holding Trade Value Shares
Change
Change in
Stake
API
651
Asset Planning Inc
California
$52.4K +$57.4K +350 New
ST
652
Smithfield Trust
Pennsylvania
$52K
QC
653
Quent Capital
New York
$48.9K +$25.3K +154 +89%
HCP
654
Hexagon Capital Partners
Arkansas
$46.8K +$49.4K +301 +2,508%
CA
655
Continuum Advisory
Idaho
$46.5K
HFS
656
Hantz Financial Services
Michigan
$46K -$4.99M -30,421 -99%
LCM
657
Logan Capital Management
Pennsylvania
$45.2K -$234K -1,428 -83%
RIL
658
Rothschild Investment LLC
Illinois
$42.9K -$42.6K -260 -48%
BGAI
659
Bruce G. Allen Investments
Colorado
$40.5K -$820 -5 -2%
CIAM
660
Caitong International Asset Management
Hong Kong
$40.1K +$43.9K +268 New
AGWCA
661
Annis Gardner Whiting Capital Advisors
Florida
$38.9K -$164 -1 -0.4%
HWM
662
Hemington Wealth Management
Virginia
$38K
LFG
663
Larson Financial Group
Missouri
$37.5K -$108K -659 -72%
DCM
664
Davis Capital Management
Florida
$36.7K
TPCW
665
TD Private Client Wealth
New York
$31.3K -$147K -895 -81%
NFSG
666
Newbridge Financial Services Group
Florida
$31K
CA
667
Centerpoint Advisors
Massachusetts
$27K +$328 +2 +1%
CAL
668
Capital Advisors Ltd
Ohio
$26K -$328 -2 -1%
AIM
669
Anchor Investment Management
South Carolina
$25.4K
HI
670
Harbour Investments
Wisconsin
$25.1K +$13.1K +80 +91%
GSWM
671
Golden State Wealth Management
California
$24.5K +$26.9K +164 New
CAM
672
Creekmur Asset Management
Illinois
$24.5K
PSFG
673
Park Square Financial Group
Georgia
$22.4K +$24.6K +150 New
DIP
674
DT Investment Partners
Pennsylvania
$21.2K
PWMG
675
Private Wealth Management Group
New Jersey
$20.6K -$4.76K -29 -17%

EXR Hedge Fund Activity: Q4 2024 in Review

781 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q4 2024, worth a combined $30.5B — down 17% from $36.9B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new EXR positions and 74 closed out — a net gain of 24 holders — while 275 added to existing stakes and 272 trimmed.

The largest buyer was Northern Trust, adding an estimated $154M. The largest seller was Pathway Financial Advisers, cutting an estimated $329M.

  • 781 institutional investors held Extra Space Storage (EXR) as of Q4 2024, up from 768 in Q3 2024.
  • Funds reported $30.5B of Extra Space Storage stock for Q4 2024, down 17% quarter-over-quarter.
  • 98 funds opened new Extra Space Storage positions in Q4 2024 and 74 closed out, a net change of +24 holders.
  • The largest Extra Space Storage buyer in Q4 2024 was Northern Trust, an estimated $154M added.
  • The largest Extra Space Storage seller in Q4 2024 was Pathway Financial Advisers, an estimated $329M sold.

Based on aggregated 13F filings for Q4 2024.