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Extra Space Storage
EXR

Overview Fund Activity

745 hedge funds and large institutions have $32.1B invested in Extra Space Storage in 2024 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 271 increasing their positions, 250 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
745
Holders Change
+43
Holders Change %
+6.13%
% of All Funds
10.84%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
100
Increased
271
Reduced
250
Closed
45
Calls
$33.4M
Puts
$9.45M
Net Calls
+$24M
Net Calls Change
+$37.3M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$3.04B
2
Boston Partners
2
Boston Partners
Massachusetts
$419M
3
Citadel Advisors
3
Citadel Advisors
Florida
$89.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$478M
5
HCM
5
Hamlin Capital Management
New York
$82.3M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.36B
2
UBS AM
2
UBS AM
Illinois
$37.4M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$553M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$99.6M
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$284M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
701
Avion Wealth
Texas
$5K +$2.57K +19 +106%
AWM
702
Abound Wealth Management
Tennessee
$4.98K – – –
BWL
703
Bogart Wealth LLC
Virginia
$4.66K – – –
TWP
704
Triad Wealth Partners
Kansas
$4.66K +$4.66K +30 New
KFI
705
Key Financial Inc
Pennsylvania
$4.51K – – –
EBA
706
Eagle Bay Advisors
New York
$4.22K – – –
WWM
707
Wolff Wiese Magana
California
$4.2K – – –
AF
708
Advisornet Financial
Minnesota
$4.2K +$2.33K +15 +125%
CFB
709
Cullen/Frost Bankers
Texas
$4.04K -$622 -4 -13%
AWM
710
Avior Wealth Management
Nebraska
$4.04K -$11.5K -74 -74%
TWC
711
TD Waterhouse Canada
Ontario, Canada
$3.95K – – –
AEPWM
712
Atlantic Edge Private Wealth Management
Florida
$3.89K – – –
WWP
713
WR Wealth Planners
Missouri
$3.89K +$2.64K +17 +213%
GIM
714
Gold Investment Management
Alberta, Canada
$3.73K – – –
HIA
715
Harbor Investment Advisory
Maryland
$3.11K +$155 +1 +5%
IRC
716
Investors Research Corp
Georgia
$2.95K – – –
OC
717
Oakworth Capital
Alabama
$2.64K – – –
IBOK
718
Independence Bank of Kentucky
Kentucky
$2.64K – – –
CWP
719
Concord Wealth Partners
Virginia
$2.64K +$2.64K +17 New
IHWM
720
Iron Horse Wealth Management
Iowa
$2.33K – – –
S
721
Sachetta
Massachusetts
$2.28K – – –
HCM
722
Hollencrest Capital Management
California
$2.02K – – –
MA
723
MCF Advisors
Kentucky
$1.87K – – –
HCP
724
Hexagon Capital Partners
Arkansas
$1.87K – – –
UWS
725
Unique Wealth Strategies
Illinois
$1.76K +$1.76K +12 New
27 28
29
30 31