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Extra Space Storage
EXR

Overview Fund Activity

709 hedge funds and large institutions have $33.8B invested in Extra Space Storage in 2023 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 217 increasing their positions, 269 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
709
Holders Change
+57
Holders Change %
+8.74%
% of All Funds
10.39%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
131
Increased
217
Reduced
269
Closed
68
Calls
$71.6M
Puts
$27.9M
Net Calls
+$43.7M
Net Calls Change
+$78.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$596M
2
Norges Bank
Norges Bank
Norway
$1.02B
3
Capital Research Global Investors
Capital Research Global Investors
California
$246M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$338M
5
Invesco
Invesco
Georgia
$378M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$3.16B
2
LPC
Long Pond Capital
New York
$0
3
Northern Trust
Northern Trust
Illinois
$335M
4
Citadel Advisors
Citadel Advisors
Florida
$25M
5
Capital International Investors
Capital International Investors
California
$586M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFWM
701
Abich Financial Wealth Management
Virginia
$962 +$962 +6 New
AP
702
Aspect Partners
Virginia
$802 +$802 +5 New
VCM
703
Versant Capital Management
Arizona
$641 -$4.17K -26 -87%
WPA
704
West Paces Advisors
Georgia
$481 +$481 +3 New
CPG
705
Cornerstone Planning Group
New Jersey
$321 – – –
EWM
706
Evermay Wealth Management
Virginia
$321 +$321 +2 New
FSWA
707
Financial Synergies Wealth Advisors
Texas
$295 +$295 +2 New
PCMC
708
Planning Capital Management Corporation
Pennsylvania
$161 +$161 +1 New
M
709
MOTCO
Texas
$160 – – –
LFG
710
Larson Financial Group
Missouri
$160 +$160 +1 New
DWM
711
Dogwood Wealth Management
Kansas
$3 – – –
LPC
712
Long Pond Capital
New York
– -$133M -1,093,710 Closed
RGREA
713
Ranger Global Real Estate Advisors
Colorado
– -$36.1M -297,210 Closed
Voloridge Investment Management
714
Voloridge Investment Management
Florida
– -$31.4M -258,183 Closed
LIP
715
Lighthouse Investment Partners
Florida
– -$11.2M -92,500 Closed
Capital Fund Management (CFM)
716
Capital Fund Management (CFM)
France
– -$8.85M -72,832 Closed
SFI
717
Susquehanna Fundamental Investments
Pennsylvania
– -$8.15M -67,005 Closed
WHG
718
Westwood Holdings Group
Texas
– -$6.57M -54,000 Closed
LCM
719
Landscape Capital Management
New Jersey
– -$4.62M -37,986 Closed
JFG
720
Jefferies Financial Group
New York
– -$4.62M -37,965 Closed
FC
721
FORA Capital
Florida
– -$3.39M -27,843 Closed
CG
722
Cutler Group
California
– -$3.03M -24,900 Closed
PA
723
Paragon Advisors
Texas
– -$2.62M -21,509 Closed
TF
724
Trek Financial
Arizona
– -$2.29M -18,820 Closed
MCM
725
Masterton Capital Management
New York
– -$1.9M -15,664 Closed
27 28
29
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