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Extra Space Storage
EXR

781 hedge funds and large institutions have $30.5B invested in Extra Space Storage in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 275 increasing their positions, 272 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $22.6M | Put options by funds: $17M

32% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 74

2% more funds holding

Funds holding: 768 → 781 (+13)

1% more repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 272

1.37% less ownership

Funds ownership: 97.67% → 96.29% (-1.4%)

17% less capital invested

Capital invested by funds: $36.9B → $30.5B (-$6.39B)

45% less funds holding in top 10

Funds holding in top 10: 11 → 6 (-5)

Holders
781
Holders Change
+13
Holders Change %
+1.69%
% of All Funds
10.29%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.08%
New
98
Increased
275
Reduced
272
Closed
74
Calls
$22.6M
Puts
$17M
Net Calls
+$5.54M
Net Calls Change
-$42.3M

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$154M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$118M
3
MNA
Manning & Napier Advisors
New York
+$118M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$85.3M
5
Cohen & Steers
Cohen & Steers
New York
+$84.8M

Top Sellers

Rank Fund Capital Flow
1
PFA
Pathway Financial Advisers
Indiana
-$329M
2
Capital World Investors
Capital World Investors
California
-$173M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$157M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$146M
5
JP Morgan Chase
JP Morgan Chase
New York
-$114M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
726
Maryland Capital Advisors
Maryland
$4.19K +$4.59K +28 New
AWM
727
Abound Wealth Management
Tennessee
$4.04K -$820 -5 -16%
WWM
728
Wolff Wiese Magana
California
$4.04K – – –
LIS
729
Legacy Investment Solutions
Idaho
$3.9K – – –
LWMI
730
Legacy Wealth Management (Idaho)
Idaho
$3.9K – – –
TWC
731
TD Waterhouse Canada
Ontario, Canada
$3.89K – – –
TCOV
732
Trust Company of Vermont
Vermont
$3.89K – – –
AEPWM
733
Atlantic Edge Private Wealth Management
Florida
$3.74K – – –
SO
734
Sierra Ocean
California
$3.74K +$4.1K +25 New
GIM
735
Gold Investment Management
Alberta, Canada
$3.59K – – –
ITIM
736
Indiana Trust & Investment Management
Indiana
$3.29K – – –
DWM
737
Darwin Wealth Management
Florida
$3.14K – – –
WWP
738
WR Wealth Planners
Missouri
$2.84K -$984 -6 -24%
HIA
739
Harbor Investment Advisory
Maryland
$2.84K – – –
IRC
740
Investors Research Corp
Georgia
$2.84K – – –
EBA
741
Eagle Bay Advisors
New York
$2.72K -$820 -5 -22%
IBOK
742
Independence Bank of Kentucky
Kentucky
$2.54K – – –
WA
743
Whipplewood Advisors
Colorado
$2.39K +$2.62K +16 New
WMS
744
Wealth Management Strategies
Pennsylvania
$2.28K +$250K +1,523 New
IHWM
745
Iron Horse Wealth Management
Iowa
$2.24K – – –
CT
746
Colonial Trust
South Carolina
$2.24K +$2.13K +13 +650%
FHA
747
First Horizon Advisors
Tennessee
$2.09K -$3.77K -23 -62%
HCM
748
Hollencrest Capital Management
California
$1.95K – – –
SIM
749
Synergy Investment Management
Florida
$1.95K +$2.13K +13 New
TFM
750
TFC Financial Management
Massachusetts
$1.65K – – –
28 29
30
31 32

EXR Hedge Fund Activity: Q4 2024 in Review

781 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q4 2024, worth a combined $30.5B — down 17% from $36.9B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new EXR positions and 74 closed out — a net gain of 24 holders — while 275 added to existing stakes and 272 trimmed.

The largest buyer was Northern Trust, adding an estimated $154M. The largest seller was Pathway Financial Advisers, cutting an estimated $329M.

  • 781 institutional investors held Extra Space Storage (EXR) as of Q4 2024, up from 768 in Q3 2024.
  • Funds reported $30.5B of Extra Space Storage stock for Q4 2024, down 17% quarter-over-quarter.
  • 98 funds opened new Extra Space Storage positions in Q4 2024 and 74 closed out, a net change of +24 holders.
  • The largest Extra Space Storage buyer in Q4 2024 was Northern Trust, an estimated $154M added.
  • The largest Extra Space Storage seller in Q4 2024 was Pathway Financial Advisers, an estimated $329M sold.

Based on aggregated 13F filings for Q4 2024.