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Extra Space Storage

768 hedge funds and large institutions have $36.9B invested in Extra Space Storage in 2024 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 264 increasing their positions, 278 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

330% more call options, than puts

Call options by funds: $62.3M | Put options by funds: $14.5M

39% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 61

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

15% more capital invested

Capital invested by funds: $32.1B → $36.9B (+$4.79B)

2% more funds holding

Funds holding: 750768 (+18)

0.06% less ownership

Funds ownership: 97.72%97.67% (-0.06%)

5% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 278

Holders
768
Holders Change
+18
Holders Change %
+2.4%
% of All Funds
11.03%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
85
Increased
264
Reduced
278
Closed
61
Calls
$62.3M
Puts
$14.5M
Net Calls
+$47.8M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NIC
701
Northwest Investment Counselors
Oregon
$9.55K +$8.95K +53 New
PMFA
702
Plante Moran Financial Advisors
Michigan
$9.19K
CIA
703
Cape Investment Advisory
Georgia
$9.18K
BAM
704
Byrne Asset Management
New Jersey
$9.01K
EA
705
Evolution Advisers
Virginia
$9K
FMP
706
Financial Management Professionals
Texas
$8K +$1.01K +6 +16%
BFPW
707
BOK Financial Private Wealth
Colorado
$7.39K
SL
708
Salomon & Ludwin
Virginia
$7.03K -$338 -2 -5%
RTL
709
Red Tortoise LLC
Georgia
$7.03K
AW
710
Avion Wealth
Texas
$7K +$506 +3 +8%
FHA
711
First Horizon Advisors
Tennessee
$6.67K -$5.4K -32 -46%
CFD
712
Creative Financial Designs
Indiana
$6.31K
JPWM
713
Jamison Private Wealth Management
Georgia
$6.31K
AWM
714
Avior Wealth Management
Nebraska
$6.31K +$1.52K +9 +35%
CPA
715
Capital Performance Advisors
California
$5.85K +$5.4K +32 New
AWM
716
Abound Wealth Management
Tennessee
$5.77K
KFI
717
Key Financial Inc
Pennsylvania
$5.59K +$338 +2 +7%
BWL
718
Bogart Wealth LLC
Virginia
$5.41K
AF
719
Advisornet Financial
Minnesota
$5.04K +$169 +1 +4%
WWM
720
Wolff Wiese Magana
California
$4.87K
TCOV
721
Trust Company of Vermont
Vermont
$4.68K +$4.39K +26 New
TWC
722
TD Waterhouse Canada
Ontario, Canada
$4.63K
AEPWM
723
Atlantic Edge Private Wealth Management
Florida
$4.5K
WWP
724
WR Wealth Planners
Missouri
$4.5K
DF
725
Dunhill Financial
United Kingdom
$4.47K +$2.36K +14 +127%

EXR Hedge Fund Activity: Q3 2024 in Review

768 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2024, worth a combined $36.9B — up 15% from $32.1B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new EXR positions and 61 closed out — a net gain of 24 holders — while 264 added to existing stakes and 278 trimmed.

The largest buyer was Capital World Investors, adding an estimated $429M. The largest seller was JP Morgan Chase, cutting an estimated $257M.

  • 768 institutional investors held Extra Space Storage (EXR) as of Q3 2024, up from 750 in Q2 2024.
  • Funds reported $36.9B of Extra Space Storage stock for Q3 2024, up 15% quarter-over-quarter.
  • 85 funds opened new Extra Space Storage positions in Q3 2024 and 61 closed out, a net change of +24 holders.
  • The largest Extra Space Storage buyer in Q3 2024 was Capital World Investors, an estimated $429M added.
  • The largest Extra Space Storage seller in Q3 2024 was JP Morgan Chase, an estimated $257M sold.

Based on aggregated 13F filings for Q3 2024.