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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
S
726
Sachetta
Massachusetts
$2.28K
HCM
727
Hollencrest Capital Management
California
$2.02K
HCP
728
Hexagon Capital Partners
Arkansas
$1.86K
MA
729
MCF Advisors
Kentucky
$1.86K
UWS
730
Unique Wealth Strategies
Illinois
$1.76K +$1.75K +12 New
DF
731
Dunhill Financial
United Kingdom
$1.75K
TFM
732
TFC Financial Management
Massachusetts
$1.71K -$146 -1 -8%
SIS
733
Sound Income Strategies
Florida
$1.55K
VCM
734
Versant Capital Management
Arizona
$1.55K +$875 +6 +150%
CPG
735
Cornerstone Planning Group
New Jersey
$1.43K +$292 +2 +29%
CP
736
Castleview Partners
Texas
$1.4K
AP
737
Aspect Partners
Virginia
$1.24K +$146 +1 +14%
SFCL
738
Strengthening Families & Communities LLC
Massachusetts
$1K +$1.31K +9 New
BF
739
BOK Financial
Oklahoma
$932 -$3.5K -24 -80%
NSIM
740
North Star Investment Management
Illinois
$932
PCFFS
741
Pacific Center for Financial Services
California
$778 +$729 +5 New
ADL
742
Asset Dedication LLC
California
$622
HFS
743
Horizon Financial Services
North Carolina
$622
HI
744
Hoey Investments
Pennsylvania
$467 +$437 +3 New
NL
745
NVWM LLC
Pennsylvania
$466 -$292 -2 -40%
ECM
746
Everence Capital Management
Indiana
$423
PCMC
747
Planning Capital Management Corporation
Pennsylvania
$156
CTB
748
Country Trust Bank
Illinois
$155 +$146 +1 New
SA
749
Scarborough Advisors
Maryland
$155 +$146 +1 New
DWM
750
Dogwood Wealth Management
Kansas
$2

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.