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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 %
DF
726
Dunhill Financial
United Kingdom
$1.75K – – –
TFM
727
TFC Financial Management
Massachusetts
$1.71K -$155 -1 -8%
SIS
728
Sound Income Strategies
Florida
$1.55K – – –
VCM
729
Versant Capital Management
Arizona
$1.55K +$932 +6 +150%
CPG
730
Cornerstone Planning Group
New Jersey
$1.43K +$318 +2 +29%
CP
731
Castleview Partners
Texas
$1.4K – – –
AP
732
Aspect Partners
Virginia
$1.24K +$155 +1 +14%
SFCL
733
Strengthening Families & Communities LLC
Massachusetts
$1K +$1K +9 New
BF
734
BOK Financial
Oklahoma
$932 -$3.73K -24 -80%
NSIM
735
North Star Investment Management
Illinois
$932 – – –
PCFFS
736
Pacific Center for Financial Services
California
$778 +$778 +5 New
HFS
737
Horizon Financial Services
North Carolina
$622 – – –
ADL
738
Asset Dedication LLC
California
$622 – – –
HI
739
Hoey Investments
Pennsylvania
$467 +$467 +3 New
NL
740
NVWM LLC
Pennsylvania
$466 -$311 -2 -40%
ECM
741
Everence Capital Management
Indiana
$423 – – –
PCMC
742
Planning Capital Management Corporation
Pennsylvania
$156 – – –
SA
743
Scarborough Advisors
Maryland
$155 +$155 +1 New
CTB
744
Country Trust Bank
Illinois
$155 +$155 +1 New
DWM
745
Dogwood Wealth Management
Kansas
$2 -$2 – –
HS
746
Hazelview Securities
Ontario, Canada
– -$30.4M -207,239 Closed
WorldQuant Millennium Advisors
747
WorldQuant Millennium Advisors
New York
– -$15.3M -104,202 Closed
AIG
748
American International Group
New York
– -$8.12M -55,236 Closed
MCM
749
Makena Capital Management
California
– -$7.42M -50,472 Closed
EWM
750
Elevatus Welath Management
New York
– -$5.56M -37,826 Closed
28 29
30
31 32