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Extra Space Storage
EXR

Overview Fund Activity

774 hedge funds and large institutions have $30.5B invested in Extra Space Storage in 2024 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 272 increasing their positions, 271 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+12
Holders Change %
+1.57%
% of All Funds
10.31%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.08%
New
97
Increased
272
Reduced
271
Closed
74
Calls
$22.6M
Puts
$17M
Net Calls
+$5.54M
Net Calls Change
-$42.3M

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$430M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$107M
3
MNA
Manning & Napier Advisors
New York
$117M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$163M
5
Cohen & Steers
Cohen & Steers
New York
$1.38B

Top Sellers

1
PFA
Pathway Financial Advisers
Indiana
$1.68M
2
Capital World Investors
Capital World Investors
California
$3.15B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$161M
4
Capital Research Global Investors
Capital Research Global Investors
California
$63.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
726
Trust Company of Vermont
Vermont
$3.89K – – –
AEPWM
727
Atlantic Edge Private Wealth Management
Florida
$3.74K – – –
SO
728
Sierra Ocean
California
$3.74K +$3.74K +25 New
GIM
729
Gold Investment Management
Alberta, Canada
$3.59K – – –
ITIM
730
Indiana Trust & Investment Management
Indiana
$3.29K – – –
DWM
731
Darwin Wealth Management
Florida
$3.14K – – –
WWP
732
WR Wealth Planners
Missouri
$2.84K -$897 -6 -24%
HIA
733
Harbor Investment Advisory
Maryland
$2.84K – – –
IRC
734
Investors Research Corp
Georgia
$2.84K – – –
EBA
735
Eagle Bay Advisors
New York
$2.72K -$755 -5 -22%
IBOK
736
Independence Bank of Kentucky
Kentucky
$2.54K – – –
WA
737
Whipplewood Advisors
Colorado
$2.39K +$2.39K +16 New
WMS
738
Wealth Management Strategies
Pennsylvania
$2.28K +$2.28K +1,523 New
IHWM
739
Iron Horse Wealth Management
Iowa
$2.24K – – –
CT
740
Colonial Trust
South Carolina
$2.24K +$1.95K +13 +650%
FHA
741
First Horizon Advisors
Tennessee
$2.09K -$3.44K -23 -62%
HCM
742
Hollencrest Capital Management
California
$1.95K – – –
SIM
743
Synergy Investment Management
Florida
$1.95K +$1.95K +13 New
TFM
744
TFC Financial Management
Massachusetts
$1.65K – – –
WA
745
WPG Advisers
Maryland
$1.65K +$1.65K +11 New
MA
746
MCF Advisors
Kentucky
$1.5K -$299 -2 -17%
SIS
747
Sound Income Strategies
Florida
$1.5K – – –
CPG
748
Cornerstone Planning Group
New Jersey
$1.4K -$312 -2 -18%
CFB
749
Cullen/Frost Bankers
Texas
$1.35K -$1.35K -9 -50%
SL
750
Salomon & Ludwin
Virginia
$1.2K -$4.64K -31 -79%
28 29
30
31 32