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Extra Space Storage

750 hedge funds and large institutions have $32.1B invested in Extra Space Storage in 2024 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 271 increasing their positions, 253 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more call options, than puts

Call options by funds: $33.4M | Put options by funds: $9.45M

120% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 46

6% more funds holding

Funds holding: 707750 (+43)

5% more capital invested

Capital invested by funds: $30.5B → $32.1B (+$1.59B)

7% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 253

0.51% less ownership

Funds ownership: 98.23%97.72% (-0.51%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
750
Holders Change
+43
Holders Change %
+6.08%
% of All Funds
10.83%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
101
Increased
271
Reduced
253
Closed
46
Calls
$33.4M
Puts
$9.45M
Net Calls
+$24M
Net Calls Change
+$37.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FMP
701
Financial Management Professionals
Texas
$6K -$17.3K -119 -76%
FFA
702
Frazier Financial Advisors
Ohio
$5.59K
JPWM
703
Jamison Private Wealth Management
Georgia
$5.44K
CFD
704
Creative Financial Designs
Indiana
$5.44K
FNWA
705
Financial Network Wealth Advisors
Utah
$5.27K +$4.81K +33 New
AW
706
Avion Wealth
Texas
$5K +$2.77K +19 +106%
AWM
707
Abound Wealth Management
Tennessee
$4.98K
BWL
708
Bogart Wealth LLC
Virginia
$4.66K
TWP
709
Triad Wealth Partners
Kansas
$4.66K +$4.37K +30 New
KFI
710
Key Financial Inc
Pennsylvania
$4.51K
EBA
711
Eagle Bay Advisors
New York
$4.22K
WWM
712
Wolff Wiese Magana
California
$4.2K
AF
713
Advisornet Financial
Minnesota
$4.2K +$2.19K +15 +125%
CFB
714
Cullen/Frost Bankers
Texas
$4.04K -$583 -4 -13%
AWM
715
Avior Wealth Management
Nebraska
$4.04K -$10.8K -74 -74%
TWC
716
TD Waterhouse Canada
Ontario, Canada
$3.95K
AEPWM
717
Atlantic Edge Private Wealth Management
Florida
$3.89K
WWP
718
WR Wealth Planners
Missouri
$3.88K +$2.48K +17 +213%
GIM
719
Gold Investment Management
Alberta, Canada
$3.73K
HIA
720
Harbor Investment Advisory
Maryland
$3.11K +$146 +1 +5%
IRC
721
Investors Research Corp
Georgia
$2.95K
IBOK
722
Independence Bank of Kentucky
Kentucky
$2.64K
OC
723
Oakworth Capital
Alabama
$2.64K
CWP
724
Concord Wealth Partners
Virginia
$2.64K +$2.48K +17 New
IHWM
725
Iron Horse Wealth Management
Iowa
$2.33K

EXR Hedge Fund Activity: Q2 2024 in Review

750 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q2 2024, worth a combined $32.1B — up 5.2% from $30.5B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new EXR positions and 46 closed out — a net gain of 55 holders — while 271 added to existing stakes and 253 trimmed.

The largest buyer was Capital World Investors, adding an estimated $489M. The largest seller was Cohen & Steers, cutting an estimated $280M.

  • 750 institutional investors held Extra Space Storage (EXR) as of Q2 2024, up from 707 in Q1 2024.
  • Funds reported $32.1B of Extra Space Storage stock for Q2 2024, up 5.2% quarter-over-quarter.
  • 101 funds opened new Extra Space Storage positions in Q2 2024 and 46 closed out, a net change of +55 holders.
  • The largest Extra Space Storage buyer in Q2 2024 was Capital World Investors, an estimated $489M added.
  • The largest Extra Space Storage seller in Q2 2024 was Cohen & Steers, an estimated $280M sold.

Based on aggregated 13F filings for Q2 2024.