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Extra Space Storage

713 hedge funds and large institutions have $33.8B invested in Extra Space Storage in 2023 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 219 increasing their positions, 269 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $71.6M | Put options by funds: $27.9M

96% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 68

33% more capital invested

Capital invested by funds: $25.4B → $33.8B (+$8.42B)

9% more funds holding

Funds holding: 654713 (+59)

0.98% more ownership

Funds ownership: 99.02%100% (+0.98%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

19% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 269

Holders
713
Holders Change
+59
Holders Change %
+9.02%
% of All Funds
10.4%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
133
Increased
219
Reduced
269
Closed
68
Calls
$71.6M
Puts
$27.9M
Net Calls
+$43.7M
Net Calls Change
+$78.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
751
Moody National Bank Trust Division
Texas
-$250K -2,056 Closed
FRM
752
Fox Run Management
Connecticut
-$248K -2,042 Closed
HPG
753
Harvest Portfolios Group
Ontario, Canada
-$226K -1,855 Closed
VFA
754
Valeo Financial Advisors
Indiana
-$224K -1,841 Closed
JWCA
755
J.W. Cole Advisors
Florida
-$221K -1,820 Closed
CAM
756
Covenant Asset Management
New Jersey
-$213K -1,755 Closed
MC
757
Moors & Cabot
Massachusetts
-$208K -1,711 Closed
PCOC
758
Power Corp of Canada
Canada
-$196K -1,611 Closed
SGA
759
Seaport Global Advisors
Massachusetts
-$179K -1,469 Closed
QT
760
Quantbot Technologies
New York
-$105K -867 Closed
CSPIA
761
Cary Street Partners Investment Advisory
Virginia
-$86.1K -708 Closed
RTC
762
Riverview Trust Company
Washington
-$38.2K -314 Closed
HFS
763
HBC Financial Services
Washington
-$24K -200 Closed
NFSG
764
Newbridge Financial Services Group
Florida
-$17K -140 Closed
EARNEST Partners
765
EARNEST Partners
Georgia
-$10.1K -83 Closed
NIC
766
Northwest Investment Counselors
Oregon
-$6.44K -53 Closed
ANBT
767
American National Bank & Trust
Texas
-$5.71K -47 Closed
DWA
768
Delos Wealth Advisors
Texas
-$5.79K -45 Closed
BAAM
769
Baker Avenue Asset Management
California
-$5.35K -44 Closed
CT
770
Colonial Trust
South Carolina
-$3.43K -27 Closed
AFG
771
Albion Financial Group
Utah
-$2.19K -18 Closed
SCA
772
Stonebridge Capital Advisors
Minnesota
-$1.95K -16 Closed
NS
773
NBC Securities
Alabama
-$1K -13 Closed
Loomis, Sayles & Company
774
Loomis, Sayles & Company
Massachusetts
-$1K -10 Closed
NC
775
NewSquare Capital
Pennsylvania
-$1.09K -9 Closed

EXR Hedge Fund Activity: Q4 2023 in Review

713 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q4 2023, worth a combined $33.8B — up 33% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new EXR positions and 68 closed out — a net gain of 65 holders — while 219 added to existing stakes and 269 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $262M. The largest seller was Capital World Investors, cutting an estimated $228M.

  • 713 institutional investors held Extra Space Storage (EXR) as of Q4 2023, up from 654 in Q3 2023.
  • Funds reported $33.8B of Extra Space Storage stock for Q4 2023, up 33% quarter-over-quarter.
  • 133 funds opened new Extra Space Storage positions in Q4 2023 and 68 closed out, a net change of +65 holders.
  • The largest Extra Space Storage buyer in Q4 2023 was Morgan Stanley, an estimated $262M added.
  • The largest Extra Space Storage seller in Q4 2023 was Capital World Investors, an estimated $228M sold.

Based on aggregated 13F filings for Q4 2023.