We are live on ! Find out more
EXR icon

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
GIM
726
Gold Investment Management
Alberta, Canada
$4.33K
EBA
727
Eagle Bay Advisors
New York
$4.17K -$675 -4 -15%
GBT
728
Grove Bank & Trust
Florida
$4.14K +$3.88K +23 New
LIS
729
Legacy Investment Solutions
Idaho
$4.1K +$4.22K +25 New
LWMI
730
Legacy Wealth Management (Idaho)
Idaho
$4.1K +$4.22K +25 New
ITIM
731
Indiana Trust & Investment Management
Indiana
$3.96K +$3.71K +22 New
DWM
732
Darwin Wealth Management
Florida
$3.78K +$3.54K +21 New
HIA
733
Harbor Investment Advisory
Maryland
$3.42K -$169 -1 -5%
IRC
734
Investors Research Corp
Georgia
$3.42K
CFB
735
Cullen/Frost Bankers
Texas
$3.24K -$1.35K -8 -31%
FNWA
736
Financial Network Wealth Advisors
Utah
$3.06K -$2.7K -16 -48%
IBOK
737
Independence Bank of Kentucky
Kentucky
$3.06K
OC
738
Oakworth Capital
Alabama
$3.06K
IHWM
739
Iron Horse Wealth Management
Iowa
$2.7K
S
740
Sachetta
Massachusetts
$2.52K
HCM
741
Hollencrest Capital Management
California
$2.34K
MA
742
MCF Advisors
Kentucky
$2.16K
HCP
743
Hexagon Capital Partners
Arkansas
$2.16K
NS
744
NBC Securities
Alabama
$2K -$9.11K -54 -82%
TFM
745
TFC Financial Management
Massachusetts
$1.98K
CPG
746
Cornerstone Planning Group
New Jersey
$1.82K +$338 +2 +22%
SIS
747
Sound Income Strategies
Florida
$1.8K
SFCL
748
Strengthening Families & Communities LLC
Massachusetts
$1.62K
AP
749
Aspect Partners
Virginia
$1.44K
BWP
750
Baldwin Wealth Partners
Massachusetts
$1.44K +$1.35K +8 New

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.