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Extra Space Storage
EXR

Overview Fund Activity

709 hedge funds and large institutions have $33.8B invested in Extra Space Storage in 2023 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 217 increasing their positions, 269 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
709
Holders Change
+57
Holders Change %
+8.74%
% of All Funds
10.39%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
131
Increased
217
Reduced
269
Closed
68
Calls
$71.6M
Puts
$27.9M
Net Calls
+$43.7M
Net Calls Change
+$78.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$596M
2
Norges Bank
Norges Bank
Norway
$1.02B
3
Capital Research Global Investors
Capital Research Global Investors
California
$246M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$338M
5
Invesco
Invesco
Georgia
$378M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$3.16B
2
LPC
Long Pond Capital
New York
$0
3
Northern Trust
Northern Trust
Illinois
$335M
4
Citadel Advisors
Citadel Advisors
Florida
$25M
5
Capital International Investors
Capital International Investors
California
$586M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
676
Colonial Trust Advisors
South Carolina
$2.89K +$321 +2 +13%
IBOK
677
Independence Bank of Kentucky
Kentucky
$2.73K +$2.73K +17 New
OC
678
Oakworth Capital
Alabama
$2.73K +$2.73K +17 New
HT
679
Headlands Technologies
Illinois
$2.57K +$2.57K +16 New
IHWM
680
Iron Horse Wealth Management
Iowa
$2.41K – – –
FHA
681
First Horizon Advisors
Tennessee
$2.25K -$481 -3 -18%
S
682
Sachetta
Massachusetts
$2.25K +$2.25K +14 New
TCOV
683
Trust Company of Vermont
Vermont
$2.25K +$2.25K +14 New
RCM
684
Raleigh Capital Management
North Carolina
$2.24K +$2.24K +14 New
HCM
685
Hollencrest Capital Management
California
$2.08K – – –
AW
686
Avion Wealth
Texas
$2K +$2K +14 New
SAM
687
Smartleaf Asset Management
Massachusetts
$1.95K +$1.95K +12 New
HCP
688
Hexagon Capital Partners
Arkansas
$1.92K – – –
BWM
689
Baystate Wealth Management
Massachusetts
$1.82K – – –
TFM
690
TFC Financial Management
Massachusetts
$1.76K +$1.76K +11 New
MA
691
MCF Advisors
Kentucky
$1.6K +$1.6K +10 New
SIS
692
Sound Income Strategies
Florida
$1.6K – – –
Group One Trading
693
Group One Trading
Illinois
$1.6K +$1.6K +10 New
DF
694
Dunhill Financial
United Kingdom
$1.47K +$1.47K +9 New
CP
695
Castleview Partners
Texas
$1.44K – – –
AF
696
Advisornet Financial
Minnesota
$1.44K +$1.44K +9 New
CTWM
697
Cherry Tree Wealth Management
Minnesota
$1.28K – – –
T
698
Tidemark
California
$1.28K +$1.28K +8 New
JWA
699
JFS Wealth Advisors
Pennsylvania
$1.12K +$1.12K +7 New
NSIM
700
North Star Investment Management
Illinois
$962 – – –
26 27
28
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