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Extra Space Storage
EXR

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: 8 → 11 (+3)

15% more capital invested

Capital invested by funds: $32.1B → $36.9B (+$4.79B)

2% more funds holding

Funds holding: 750 → 768 (+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

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$429M
2
PFA
Pathway Financial Advisers
Indiana
+$339M
3
UBS AM
UBS AM
Illinois
+$294M
4
BlackRock
BlackRock
New York
+$205M
5
Prudential Financial
Prudential Financial
New Jersey
+$127M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$257M
2
Invesco
Invesco
Georgia
-$227M
3
Boston Partners
Boston Partners
Massachusetts
-$221M
4
Bank of America
Bank of America
North Carolina
-$183M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$176M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
751
Highline Wealth Partners
California
$1.44K +$1.35K +8 New
BF
752
BOK Financial
Oklahoma
$1.23K +$169 +1 +17%
VAMG
753
Voisard Asset Management Group
Michigan
$1.08K +$1.01K +6 New
CYG
754
Clean Yield Group
Vermont
$1.08K +$1.01K +6 New
IAIM
755
International Assets Investment Management
Florida
$933 +$28.4M +168,117 New
PCFFS
756
Pacific Center for Financial Services
California
$901 – – –
ADL
757
Asset Dedication LLC
California
$721 – – –
HFS
758
Horizon Financial Services
North Carolina
$721 – – –
JFG
759
JDM Financial Group
Texas
$721 +$675 +4 New
RTC
760
Riverview Trust Company
Washington
$721 +$675 +4 New
NL
761
NVWM LLC
Pennsylvania
$541 – – –
HI
762
Hoey Investments
Pennsylvania
$467 – – –
CT
763
Colonial Trust
South Carolina
$354 +$338 +2 New
PCMC
764
Planning Capital Management Corporation
Pennsylvania
$181 – – –
MFG
765
Mendota Financial Group
Wisconsin
$181 +$169 +1 New
CTB
766
Country Trust Bank
Illinois
$180 – – –
AA
767
Ancora Advisors
Ohio
$180 +$169 +1 New
WA
768
WestEnd Advisors
North Carolina
$180 +$169 +1 New
DWM
769
Dogwood Wealth Management
Kansas
$2 – – –
APG Asset Management
770
APG Asset Management
Netherlands
– -$164M -1,131,889 Closed
RC
771
Resolution Capital
Australia
– -$64.8M -416,862 Closed
GA
772
GRS Advisors
Illinois
– -$31.2M -200,888 Closed
WCP
773
Waterfront Capital Partners
New York
– -$10.8M -69,361 Closed
LIP
774
Lighthouse Investment Partners
Florida
– -$6.6M -42,500 Closed
NIG
775
NFJ Investment Group
Texas
– -$4.44M -28,600 Closed
29 30
31
32 33

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.