EXR icon

Extra Space Storage
EXR

Overview Fund Activity

774 hedge funds and large institutions have $30.5B invested in Extra Space Storage in 2024 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 272 increasing their positions, 271 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+12
Holders Change %
+1.57%
% of All Funds
10.3%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.08%
New
97
Increased
272
Reduced
271
Closed
74
Calls
$22.6M
Puts
$17M
Net Calls
+$5.54M
Net Calls Change
-$42.3M

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$141M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$107M
3
MNA
Manning & Napier Advisors
New York
+$107M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$77.8M
5
Cohen & Steers
Cohen & Steers
New York
+$77.3M

Top Sellers

1
PFA
Pathway Financial Advisers
Indiana
-$300M
2
Capital World Investors
Capital World Investors
California
-$158M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$143M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$133M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAS
701
Coppell Advisory Solutions
Texas
$8.98K – – –
TWD
702
True Wealth Design
Ohio
$8.83K +$8.83K +59 New
GC
703
Gould Capital
Washington
$8.23K – – –
CIA
704
Cape Investment Advisory
Georgia
$7.77K +$149 +1 +2%
PMFA
705
Plante Moran Financial Advisors
Michigan
$7.63K – – –
BAM
706
Byrne Asset Management
New Jersey
$7.48K – – –
A
707
AlphaQuest
New York
$7.48K +$7.48K +50 New
EA
708
Evolution Advisers
Virginia
$7K – – –
AWM
709
Avior Wealth Management
Nebraska
$6.28K +$1.05K +7 +20%
SSB
710
Sandy Spring Bank
Maryland
$6.13K +$6.13K +41 New
FMP
711
Financial Management Professionals
Texas
$5.98K -$598 -4 -9%
NWWA
712
New Wave Wealth Advisors
Arkansas
$5.86K +$5.86K +39 New
RTL
713
Red Tortoise LLC
Georgia
$5.83K – – –
MSWM
714
Mowery & Schoenfeld Wealth Management
Illinois
$5.09K +$5.09K +34 New
AW
715
Avion Wealth
Texas
$5K -$128 -1 -3%
DF
716
Dunhill Financial
United Kingdom
$4.82K +$1.05K +7 +28%
KFI
717
Key Financial Inc
Pennsylvania
$4.64K – – –
BWL
718
Bogart Wealth LLC
Virginia
$4.49K – – –
S
719
Sachetta
Massachusetts
$4.19K +$2.1K +14 +100%
MCA
720
Maryland Capital Advisors
Maryland
$4.19K +$4.19K +28 New
AWM
721
Abound Wealth Management
Tennessee
$4.04K -$749 -5 -16%
WWM
722
Wolff Wiese Magana
California
$4.04K – – –
LIS
723
Legacy Investment Solutions
Idaho
$3.9K – – –
LWMI
724
Legacy Wealth Management (Idaho)
Idaho
$3.9K – – –
TWC
725
TD Waterhouse Canada
Ontario, Canada
$3.89K – – –
27 28
29
30 31