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Extra Space Storage

768 hedge funds and large institutions have $36.9B invested in Extra Space Storage in 2024 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 264 increasing their positions, 278 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

330% more call options, than puts

Call options by funds: $62.3M | Put options by funds: $14.5M

39% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 61

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

15% more capital invested

Capital invested by funds: $32.1B → $36.9B (+$4.79B)

2% more funds holding

Funds holding: 750768 (+18)

0.06% less ownership

Funds ownership: 97.72%97.67% (-0.06%)

5% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 278

Holders
768
Holders Change
+18
Holders Change %
+2.4%
% of All Funds
11.03%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
85
Increased
264
Reduced
278
Closed
61
Calls
$62.3M
Puts
$14.5M
Net Calls
+$47.8M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
676
GPS Wealth Strategies Group
Colorado
$18K -$169 -1 -1%
HWA
677
Heritage Wealth Advisors
Virginia
$18K
LFA
678
LGT Financial Advisors
Texas
$17.8K
ZB
679
Zions Bancorporation
Utah
$17.7K -$5.74K -34 -26%
MCM
680
MV Capital Management
Maryland
$16.6K +$169 +1 +1%
GEA
681
Glen Eagle Advisors
New Jersey
$16.6K +$5.57K +33 +56%
PTC
682
Private Trust Company
Ohio
$16.6K +$6.41K +38 +70%
MTIC
683
Missouri Trust & Investment Company
Missouri
$16.2K
HI
684
Harbour Investments
Wisconsin
$15.9K -$3.54K -21 -19%
RCM
685
Raleigh Capital Management
North Carolina
$14.6K +$1.52K +9 +13%
PAI
686
Pittenger & Anderson Inc
Nebraska
$14.4K +$13.5K +80 New
VCM
687
Versant Capital Management
Arizona
$14.4K +$11.8K +70 +700%
TFGT
688
TS Financial Group (TSFG)
Illinois
$14K
IA
689
IFP Advisors
Florida
$12.1K -$3.88K -23 -26%
EWP
690
Elevation Wealth Partners
California
$11.7K
WTA
691
Washington Trust Advisors
Massachusetts
$11.7K
RDIA
692
RE Dickinson Investment Advisors
Iowa
$11.5K
NMM
693
Naples Money Management
Florida
$11.3K
PFA
694
Pathway Financial Advisers
Indiana
$11.2K +$339M +2,007,626 +17,833%
CAS
695
Coppell Advisory Solutions
Texas
$10.8K
FFO
696
Fortitude Family Office
Arizona
$10.8K
TIM
697
Thompson Investment Management
Wisconsin
$10.6K
LI
698
LRI Investments
Florida
$10.5K
BIA
699
Bell Investment Advisors
California
$9.91K -$675 -4 -7%
GC
700
Gould Capital
Washington
$9.91K

EXR Hedge Fund Activity: Q3 2024 in Review

768 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2024, worth a combined $36.9B — up 15% from $32.1B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new EXR positions and 61 closed out — a net gain of 24 holders — while 264 added to existing stakes and 278 trimmed.

The largest buyer was Capital World Investors, adding an estimated $429M. The largest seller was JP Morgan Chase, cutting an estimated $257M.

  • 768 institutional investors held Extra Space Storage (EXR) as of Q3 2024, up from 750 in Q2 2024.
  • Funds reported $36.9B of Extra Space Storage stock for Q3 2024, up 15% quarter-over-quarter.
  • 85 funds opened new Extra Space Storage positions in Q3 2024 and 61 closed out, a net change of +24 holders.
  • The largest Extra Space Storage buyer in Q3 2024 was Capital World Investors, an estimated $429M added.
  • The largest Extra Space Storage seller in Q3 2024 was JP Morgan Chase, an estimated $257M sold.

Based on aggregated 13F filings for Q3 2024.