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Extra Space Storage

713 hedge funds and large institutions have $33.8B invested in Extra Space Storage in 2023 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 219 increasing their positions, 269 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $71.6M | Put options by funds: $27.9M

96% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 68

33% more capital invested

Capital invested by funds: $25.4B → $33.8B (+$8.42B)

9% more funds holding

Funds holding: 654713 (+59)

0.98% more ownership

Funds ownership: 99.02%100% (+0.98%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

19% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 269

Holders
713
Holders Change
+59
Holders Change %
+9.02%
% of All Funds
10.4%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
133
Increased
219
Reduced
269
Closed
68
Calls
$71.6M
Puts
$27.9M
Net Calls
+$43.7M
Net Calls Change
+$78.7M
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$79.6M -$2.12M -16,670 -3%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$79.6M +$49.5M +389,165 +363%
American Century Companies
53
American Century Companies
Missouri
$76.7M +$45.6M +358,463 +298%
HSBC Holdings
54
HSBC Holdings
United Kingdom
$76.2M +$5.02M +39,462 +9%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$73M +$182K +1,435 +0.3%
Millennium Management
56
Millennium Management
New York
$70.7M +$13.3M +104,478 +31%
Asset Management One
57
Asset Management One
Japan
$66.5M -$725K -5,703 -1%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$64.3M -$2.21M -17,376 -4%
Neuberger Berman Group
59
Neuberger Berman Group
New York
$64M -$1.49M -11,757 -3%
Ohio Public Employees Retirement System (OPERS)
60
Ohio Public Employees Retirement System (OPERS)
Ohio
$62.9M +$363K +2,854 +0.7%
Deutsche Bank
61
Deutsche Bank
Germany
$61.3M +$3.71M +29,146 +8%
State of New Jersey Common Pension Fund D
62
State of New Jersey Common Pension Fund D
New Jersey
$57.8M
Canada Life
63
Canada Life
Manitoba, Canada
$57.6M +$5.57M +43,803 +14%
Wells Fargo
64
Wells Fargo
California
$54.9M +$1M +7,895 +2%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$54.2M +$2.38M +18,716 +6%
Ensign Peak Advisors
66
Ensign Peak Advisors
Utah
$54M +$20.1M +157,751 +88%
ACM
67
Adelante Capital Management
California
$53.5M +$2.78M +21,893 +7%
Mitsubishi UFJ Asset Management
68
Mitsubishi UFJ Asset Management
Japan
$53.3M +$1.69M +13,274 +4%
CS
69
Credit Suisse
Switzerland
$47.9M +$249K +1,956 +0.7%
Nomura Asset Management
70
Nomura Asset Management
Japan
$46.8M +$800K +6,290 +2%
National Pension Service
71
National Pension Service
South Korea
$44.7M
Macquarie Group
72
Macquarie Group
Australia
$44.7M -$24.1M -189,342 -40%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$42.3M +$9.45M +74,350 +39%
Axa
74
Axa
France
$41M -$4.95M -38,913 -13%
SO
75
STRS Ohio
Ohio
$40.8M -$2.01M -15,800 -6%

EXR Hedge Fund Activity: Q4 2023 in Review

713 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q4 2023, worth a combined $33.8B — up 33% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new EXR positions and 68 closed out — a net gain of 65 holders — while 219 added to existing stakes and 269 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $262M. The largest seller was Capital World Investors, cutting an estimated $228M.

  • 713 institutional investors held Extra Space Storage (EXR) as of Q4 2023, up from 654 in Q3 2023.
  • Funds reported $33.8B of Extra Space Storage stock for Q4 2023, up 33% quarter-over-quarter.
  • 133 funds opened new Extra Space Storage positions in Q4 2023 and 68 closed out, a net change of +65 holders.
  • The largest Extra Space Storage buyer in Q4 2023 was Morgan Stanley, an estimated $262M added.
  • The largest Extra Space Storage seller in Q4 2023 was Capital World Investors, an estimated $228M sold.

Based on aggregated 13F filings for Q4 2023.