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Extra Space Storage
EXR

Overview Fund Activity

774 hedge funds and large institutions have $30.5B invested in Extra Space Storage in 2024 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 272 increasing their positions, 271 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+12
Holders Change %
+1.57%
% of All Funds
10.31%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.08%
New
97
Increased
272
Reduced
271
Closed
74
Calls
$22.6M
Puts
$17M
Net Calls
+$5.54M
Net Calls Change
-$42.3M

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$430M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$107M
3
MNA
Manning & Napier Advisors
New York
$117M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$163M
5
Cohen & Steers
Cohen & Steers
New York
$1.38B

Top Sellers

1
PFA
Pathway Financial Advisers
Indiana
$1.68M
2
Capital World Investors
Capital World Investors
California
$3.15B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$161M
4
Capital Research Global Investors
Capital Research Global Investors
California
$63.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
676
Sunbelt Securities
Texas
$17.4K – – –
CFD
677
Creative Financial Designs
Indiana
$17.4K +$12.1K +81 +231%
IA
678
IFP Advisors
Florida
$17.2K +$7.2K +48 +72%
WAG
679
Wiser Advisor Group
Arizona
$17.1K +$150 +1 +0.9%
MAM
680
Meeder Asset Management
Ohio
$16.9K -$299 -2 -2%
PTC
681
Private Trust Company
Ohio
$16.5K +$2.69K +18 +20%
GKIM
682
GW&K Investment Management
Massachusetts
$16K -$1.06K -7 -6%
HWA
683
Heritage Wealth Advisors
Virginia
$15K – – –
GWSG
684
GPS Wealth Strategies Group
Colorado
$15K – – –
LFA
685
LGT Financial Advisors
Texas
$14.8K – – –
ZB
686
Zions Bancorporation
Utah
$14.7K – – –
CWC
687
Carolinas Wealth Consulting
North Carolina
$14.5K -$2.54K -17 -15%
MTIC
688
Missouri Trust & Investment Company
Missouri
$13.5K – – –
MCM
689
MV Capital Management
Maryland
$13.2K -$598 -4 -4%
DRP
690
Decker Retirement Planning
Utah
$13.2K +$13.2K +88 New
LDB
691
Lee, Danner & Bass
Tennessee
$12.6K +$12.6K +84 New
PAI
692
Pittenger & Anderson Inc
Nebraska
$12K – – –
RCM
693
Raleigh Capital Management
North Carolina
$11.7K -$449 -3 -4%
TFGT
694
TS Financial Group (TSFG)
Illinois
$11K – – –
FFO
695
Fortitude Family Office
Arizona
$10.5K +$1.5K +10 +17%
GEA
696
Glen Eagle Advisors
New Jersey
$10K -$3.74K -25 -27%
EWP
697
Elevation Wealth Partners
California
$9.72K – – –
WTA
698
Washington Trust Advisors
Massachusetts
$9.72K – – –
BIA
699
Bell Investment Advisors
California
$9.72K +$1.5K +10 +18%
LI
700
LRI Investments
Florida
$9.57K – – –
26 27
28
29 30