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Extra Space Storage

781 hedge funds and large institutions have $30.5B invested in Extra Space Storage in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 275 increasing their positions, 272 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $22.6M | Put options by funds: $17M

32% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 74

2% more funds holding

Funds holding: 768781 (+13)

1% more repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 272

1.37% less ownership

Funds ownership: 97.67%96.29% (-1.4%)

17% less capital invested

Capital invested by funds: $36.9B → $30.5B (-$6.39B)

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
781
Holders Change
+13
Holders Change %
+1.69%
% of All Funds
10.29%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.08%
New
98
Increased
275
Reduced
272
Closed
74
Calls
$22.6M
Puts
$17M
Net Calls
+$5.54M
Net Calls Change
-$42.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BONH
676
Bank of New Hampshire
New Hampshire
$20.6K
RA
677
Rise Advisors
New York
$20.6K +$328 +2 +1%
CT
678
Caldwell Trust
Florida
$20K
RMP
679
Richards, Merrill & Peterson
Washington
$18.7K +$20.5K +125 New
VCM
680
Versant Capital Management
Arizona
$18.1K +$6.72K +41 +51%
SS
681
Sunbelt Securities
Texas
$17.4K
CFD
682
Creative Financial Designs
Indiana
$17.4K +$13.3K +81 +231%
IA
683
IFP Advisors
Florida
$17.2K +$7.87K +48 +72%
WAG
684
Wiser Advisor Group
Arizona
$17.1K +$164 +1 +0.9%
MAM
685
Meeder Asset Management
Ohio
$16.9K -$328 -2 -2%
PTC
686
Private Trust Company
Ohio
$16.5K +$2.95K +18 +20%
GKIM
687
GW&K Investment Management
Massachusetts
$16K -$1.15K -7 -6%
GWSG
688
GPS Wealth Strategies Group
Colorado
$15K
HWA
689
Heritage Wealth Advisors
Virginia
$15K
LFA
690
LGT Financial Advisors
Texas
$14.8K
ZB
691
Zions Bancorporation
Utah
$14.7K
CWC
692
Carolinas Wealth Consulting
North Carolina
$14.5K -$2.79K -17 -15%
MTIC
693
Missouri Trust & Investment Company
Missouri
$13.5K
MCM
694
MV Capital Management
Maryland
$13.2K -$656 -4 -4%
DRP
695
Decker Retirement Planning
Utah
$13.2K +$14.4K +88 New
LDB
696
Lee, Danner & Bass
Tennessee
$12.6K +$13.8K +84 New
PAI
697
Pittenger & Anderson Inc
Nebraska
$12K
RCM
698
Raleigh Capital Management
North Carolina
$11.7K -$492 -3 -4%
TFGT
699
TS Financial Group (TSFG)
Illinois
$11K
FFO
700
Fortitude Family Office
Arizona
$10.5K +$1.64K +10 +17%

EXR Hedge Fund Activity: Q4 2024 in Review

781 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q4 2024, worth a combined $30.5B — down 17% from $36.9B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new EXR positions and 74 closed out — a net gain of 24 holders — while 275 added to existing stakes and 272 trimmed.

The largest buyer was Northern Trust, adding an estimated $154M. The largest seller was Pathway Financial Advisers, cutting an estimated $329M.

  • 781 institutional investors held Extra Space Storage (EXR) as of Q4 2024, up from 768 in Q3 2024.
  • Funds reported $30.5B of Extra Space Storage stock for Q4 2024, down 17% quarter-over-quarter.
  • 98 funds opened new Extra Space Storage positions in Q4 2024 and 74 closed out, a net change of +24 holders.
  • The largest Extra Space Storage buyer in Q4 2024 was Northern Trust, an estimated $154M added.
  • The largest Extra Space Storage seller in Q4 2024 was Pathway Financial Advisers, an estimated $329M sold.

Based on aggregated 13F filings for Q4 2024.