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Extra Space Storage
EXR

713 hedge funds and large institutions have $33.8B invested in Extra Space Storage in 2023 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 219 increasing their positions, 269 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $71.6M | Put options by funds: $27.9M

96% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 68

33% more capital invested

Capital invested by funds: $25.4B → $33.8B (+$8.42B)

9% more funds holding

Funds holding: 654 → 713 (+59)

0.98% more ownership

Funds ownership: 99.02% → 100% (+0.98%)

0% more funds holding in top 10

Funds holding in top 10: 12 → 12 (0)

19% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 269

Holders
713
Holders Change
+59
Holders Change %
+9.02%
% of All Funds
10.4%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
133
Increased
219
Reduced
269
Closed
68
Calls
$71.6M
Puts
$27.9M
Net Calls
+$43.7M
Net Calls Change
+$78.7M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$262M
2
Norges Bank
Norges Bank
Norway
+$114M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$103M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$86.3M
5
Invesco
Invesco
Georgia
+$79.8M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$228M
2
LPC
Long Pond Capital
New York
-$133M
3
Northern Trust
Northern Trust
Illinois
-$81M
4
Citadel Advisors
Citadel Advisors
Florida
-$80M
5
Capital International Investors
Capital International Investors
California
-$71.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
701
Cherry Tree Wealth Management
Minnesota
$1.28K – – –
T
702
Tidemark
California
$1.28K +$1.02K +8 New
JWA
703
JFS Wealth Advisors
Pennsylvania
$1.12K +$890 +7 New
NSIM
704
North Star Investment Management
Illinois
$962 – – –
AFWM
705
Abich Financial Wealth Management
Virginia
$962 +$763 +6 New
AP
706
Aspect Partners
Virginia
$802 +$636 +5 New
VCM
707
Versant Capital Management
Arizona
$641 -$3.31K -26 -87%
WPA
708
West Paces Advisors
Georgia
$481 +$381 +3 New
CPG
709
Cornerstone Planning Group
New Jersey
$321 – – –
EWM
710
Evermay Wealth Management
Virginia
$321 +$254 +2 New
FSWA
711
Financial Synergies Wealth Advisors
Texas
$295 +$254 +2 New
PCMC
712
Planning Capital Management Corporation
Pennsylvania
$161 +$127 +1 New
M
713
MOTCO
Texas
$160 – – –
LFG
714
Larson Financial Group
Missouri
$160 +$127 +1 New
DWM
715
Dogwood Wealth Management
Kansas
$3 – – –
LPC
716
Long Pond Capital
New York
– -$133M -1,093,710 Closed
RGREA
717
Ranger Global Real Estate Advisors
Colorado
– -$36.1M -297,210 Closed
Voloridge Investment Management
718
Voloridge Investment Management
Florida
– -$31.4M -258,183 Closed
LIP
719
Lighthouse Investment Partners
Florida
– -$11.2M -92,500 Closed
Capital Fund Management (CFM)
720
Capital Fund Management (CFM)
France
– -$9.26M -72,832 Closed
SFI
721
Susquehanna Fundamental Investments
Pennsylvania
– -$8.15M -67,005 Closed
WHG
722
Westwood Holdings Group
Texas
– -$6.57M -54,000 Closed
LCM
723
Landscape Capital Management
New Jersey
– -$4.62M -37,986 Closed
JFG
724
Jefferies Financial Group
New York
– -$4.62M -37,965 Closed
FC
725
FORA Capital
Florida
– -$3.39M -27,843 Closed
27 28
29
30 31

EXR Hedge Fund Activity: Q4 2023 in Review

713 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q4 2023, worth a combined $33.8B — up 33% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new EXR positions and 68 closed out — a net gain of 65 holders — while 219 added to existing stakes and 269 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $262M. The largest seller was Capital World Investors, cutting an estimated $228M.

  • 713 institutional investors held Extra Space Storage (EXR) as of Q4 2023, up from 654 in Q3 2023.
  • Funds reported $33.8B of Extra Space Storage stock for Q4 2023, up 33% quarter-over-quarter.
  • 133 funds opened new Extra Space Storage positions in Q4 2023 and 68 closed out, a net change of +65 holders.
  • The largest Extra Space Storage buyer in Q4 2023 was Morgan Stanley, an estimated $262M added.
  • The largest Extra Space Storage seller in Q4 2023 was Capital World Investors, an estimated $228M sold.

Based on aggregated 13F filings for Q4 2023.