We are live on ! Find out more
EXR icon

Extra Space Storage
EXR

713 hedge funds and large institutions have $33.8B invested in Extra Space Storage in 2023 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 219 increasing their positions, 269 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $71.6M | Put options by funds: $27.9M

96% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 68

33% more capital invested

Capital invested by funds: $25.4B → $33.8B (+$8.42B)

9% more funds holding

Funds holding: 654 → 713 (+59)

0.98% more ownership

Funds ownership: 99.02% → 100% (+0.98%)

0% more funds holding in top 10

Funds holding in top 10: 12 → 12 (0)

19% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 269

Holders
713
Holders Change
+59
Holders Change %
+9.02%
% of All Funds
10.4%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
133
Increased
219
Reduced
269
Closed
68
Calls
$71.6M
Puts
$27.9M
Net Calls
+$43.7M
Net Calls Change
+$78.7M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$262M
2
Norges Bank
Norges Bank
Norway
+$114M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$103M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$86.3M
5
Invesco
Invesco
Georgia
+$79.8M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$228M
2
LPC
Long Pond Capital
New York
-$133M
3
Northern Trust
Northern Trust
Illinois
-$81M
4
Citadel Advisors
Citadel Advisors
Florida
-$80M
5
Capital International Investors
Capital International Investors
California
-$71.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
676
Caldwell Sutter Capital
California
$3.37K – – –
HIA
677
Harbor Investment Advisory
Maryland
$3.05K – – –
IRC
678
Investors Research Corp
Georgia
$3.05K – – –
TWM
679
Tradition Wealth Management
Minnesota
$3K +$2.54K +20 New
CTA
680
Colonial Trust Advisors
South Carolina
$2.89K +$254 +2 +13%
IBOK
681
Independence Bank of Kentucky
Kentucky
$2.73K +$2.16K +17 New
OC
682
Oakworth Capital
Alabama
$2.73K +$2.16K +17 New
HT
683
Headlands Technologies
Illinois
$2.56K +$2.03K +16 New
IHWM
684
Iron Horse Wealth Management
Iowa
$2.4K – – –
FHA
685
First Horizon Advisors
Tennessee
$2.25K -$381 -3 -18%
S
686
Sachetta
Massachusetts
$2.25K +$1.78K +14 New
TCOV
687
Trust Company of Vermont
Vermont
$2.25K +$1.78K +14 New
RCM
688
Raleigh Capital Management
North Carolina
$2.24K +$1.78K +14 New
HCM
689
Hollencrest Capital Management
California
$2.08K – – –
AW
690
Avion Wealth
Texas
$2K +$1.78K +14 New
SAM
691
Smartleaf Asset Management
Massachusetts
$1.95K +$1.53K +12 New
HCP
692
Hexagon Capital Partners
Arkansas
$1.92K – – –
BWM
693
Baystate Wealth Management
Massachusetts
$1.82K – – –
TFM
694
TFC Financial Management
Massachusetts
$1.76K +$1.4K +11 New
MA
695
MCF Advisors
Kentucky
$1.6K +$1.27K +10 New
SIS
696
Sound Income Strategies
Florida
$1.6K – – –
Group One Trading
697
Group One Trading
Illinois
$1.6K +$1.27K +10 New
DF
698
Dunhill Financial
United Kingdom
$1.47K +$1.14K +9 New
CP
699
Castleview Partners
Texas
$1.44K – – –
AF
700
Advisornet Financial
Minnesota
$1.44K +$1.14K +9 New
26 27
28
29 30

EXR Hedge Fund Activity: Q4 2023 in Review

713 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q4 2023, worth a combined $33.8B — up 33% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new EXR positions and 68 closed out — a net gain of 65 holders — while 219 added to existing stakes and 269 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $262M. The largest seller was Capital World Investors, cutting an estimated $228M.

  • 713 institutional investors held Extra Space Storage (EXR) as of Q4 2023, up from 654 in Q3 2023.
  • Funds reported $33.8B of Extra Space Storage stock for Q4 2023, up 33% quarter-over-quarter.
  • 133 funds opened new Extra Space Storage positions in Q4 2023 and 68 closed out, a net change of +65 holders.
  • The largest Extra Space Storage buyer in Q4 2023 was Morgan Stanley, an estimated $262M added.
  • The largest Extra Space Storage seller in Q4 2023 was Capital World Investors, an estimated $228M sold.

Based on aggregated 13F filings for Q4 2023.