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Extra Space Storage

750 hedge funds and large institutions have $32.1B invested in Extra Space Storage in 2024 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 271 increasing their positions, 253 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more call options, than puts

Call options by funds: $33.4M | Put options by funds: $9.45M

120% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 46

6% more funds holding

Funds holding: 707750 (+43)

5% more capital invested

Capital invested by funds: $30.5B → $32.1B (+$1.59B)

7% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 253

0.51% less ownership

Funds ownership: 98.23%97.72% (-0.51%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
750
Holders Change
+43
Holders Change %
+6.08%
% of All Funds
10.83%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
101
Increased
271
Reduced
253
Closed
46
Calls
$33.4M
Puts
$9.45M
Net Calls
+$24M
Net Calls Change
+$37.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RWMG
676
Redwood Wealth Management Group
New Jersey
$10.4K +$9.77K +67 New
OWA
677
Opal Wealth Advisors
New York
$10.3K +$9.62K +66 New
EWP
678
Elevation Wealth Partners
California
$10.1K
WTA
679
Washington Trust Advisors
Massachusetts
$10.1K +$9.47K +65 New
NS
680
NBC Securities
Alabama
$10K
RDIA
681
RE Dickinson Investment Advisors
Iowa
$9.95K
LI
682
LRI Investments
Florida
$9.95K
FRA
683
Front Row Advisors
California
$9.79K +$9.18K +63 New
NMM
684
Naples Money Management
Florida
$9.49K
CAS
685
Coppell Advisory Solutions
Texas
$9.48K +$8.89K +61 New
FFO
686
Fortitude Family Office
Arizona
$9.32K
BIA
687
Bell Investment Advisors
California
$9.17K +$875 +6 +11%
TIM
688
Thompson Investment Management
Wisconsin
$9.17K -$2.19K -15 -20%
GEA
689
Glen Eagle Advisors
New Jersey
$9.17K
AA
690
AlphaMark Advisors
Kentucky
$9K
GC
691
Gould Capital
Washington
$8.55K
PTC
692
Private Trust Company
Ohio
$8.39K -$71.4K -490 -90%
PMFA
693
Plante Moran Financial Advisors
Michigan
$7.93K
CIA
694
Cape Investment Advisory
Georgia
$7.92K
BAM
695
Byrne Asset Management
New Jersey
$7.79K
EA
696
Evolution Advisers
Virginia
$7K
JWM
697
Janiczek Wealth Management
Colorado
$6.84K
BFPW
698
BOK Financial Private Wealth
Colorado
$6.37K
SL
699
Salomon & Ludwin
Virginia
$6.37K
RTL
700
Red Tortoise LLC
Georgia
$6.06K

EXR Hedge Fund Activity: Q2 2024 in Review

750 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q2 2024, worth a combined $32.1B — up 5.2% from $30.5B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new EXR positions and 46 closed out — a net gain of 55 holders — while 271 added to existing stakes and 253 trimmed.

The largest buyer was Capital World Investors, adding an estimated $489M. The largest seller was Cohen & Steers, cutting an estimated $280M.

  • 750 institutional investors held Extra Space Storage (EXR) as of Q2 2024, up from 707 in Q1 2024.
  • Funds reported $32.1B of Extra Space Storage stock for Q2 2024, up 5.2% quarter-over-quarter.
  • 101 funds opened new Extra Space Storage positions in Q2 2024 and 46 closed out, a net change of +55 holders.
  • The largest Extra Space Storage buyer in Q2 2024 was Capital World Investors, an estimated $489M added.
  • The largest Extra Space Storage seller in Q2 2024 was Cohen & Steers, an estimated $280M sold.

Based on aggregated 13F filings for Q2 2024.