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Extra Space Storage
EXR

Overview Fund Activity

702 hedge funds and large institutions have $30.5B invested in Extra Space Storage in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 258 increasing their positions, 251 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
702
Holders Change
-7
Holders Change %
-0.99%
% of All Funds
10.18%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
66
Increased
258
Reduced
251
Closed
64
Calls
$26.9M
Puts
$40.2M
Net Calls
-$13.3M
Net Calls Change
-$57.1M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$685M
2
Invesco
2
Invesco
Georgia
$572M
3
Boston Partners
3
Boston Partners
Massachusetts
$131M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$370M
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$407M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$2.39B
2
Morgan Stanley
2
Morgan Stanley
New York
$245M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$149M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$253M
5
State Street
5
State Street
Massachusetts
$1.98B
Name Holding Trade Value Shares
Change 		Shares
Change %
HCP
676
Hexagon Capital Partners
Arkansas
$1.76K – – –
TFM
677
TFC Financial Management
Massachusetts
$1.76K +$147 +1 +9%
MA
678
MCF Advisors
Kentucky
$1.76K +$294 +2 +20%
AF
679
Advisornet Financial
Minnesota
$1.76K +$441 +3 +33%
IPW
680
Impact Partnership Wealth
Georgia
$1.62K -$7.64K -52 -83%
DF
681
Dunhill Financial
United Kingdom
$1.61K +$293 +2 +22%
WTC
682
WhitTier Trust Company
Nevada
$1.47K -$33.7K -229 -96%
SIS
683
Sound Income Strategies
Florida
$1.47K – – –
CP
684
Castleview Partners
Texas
$1.32K – – –
CTA
685
Colonial Trust Advisors
South Carolina
$1.18K -$1.47K -10 -56%
T
686
Tidemark
California
$1.18K – – –
WWP
687
WR Wealth Planners
Missouri
$1.18K +$1.18K +8 New
AP
688
Aspect Partners
Virginia
$1.03K +$294 +2 +40%
ADL
689
Asset Dedication LLC
California
$1K -$8.5K -34 -89%
CPG
690
Cornerstone Planning Group
New Jersey
$994 +$710 +5 +250%
NSIM
691
North Star Investment Management
Illinois
$882 – – –
AFWM
692
Abich Financial Wealth Management
Virginia
$882 – – –
NL
693
NVWM LLC
Pennsylvania
$743 +$743 +5 New
FGAM
694
Financial Gravity Asset Management
Texas
$593 +$593 +4 New
VCM
695
Versant Capital Management
Arizona
$588 – – –
HFS
696
Horizon Financial Services
North Carolina
$588 +$588 +4 New
WPWM
697
Western Pacific Wealth Management
Illinois
$588 +$588 +4 New
ECM
698
Everence Capital Management
Indiana
$463 – – –
JWA
699
JFS Wealth Advisors
Pennsylvania
$147 -$882 -6 -86%
LFG
700
Larson Financial Group
Missouri
$147 – – –
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28
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