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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 %
AP
751
Aspect Partners
Virginia
$1.2K – – –
WCM
752
WealthTrak Capital Management
Virginia
$1.2K +$1.2K +8 New
NC
753
NewSquare Capital
Pennsylvania
$1.2K +$1.2K +8 New
BFPW
754
BOK Financial Private Wealth
Colorado
$1.05K -$5.09K -34 -83%
PWA
755
Principia Wealth Advisory
Texas
$1.05K +$1.05K +7 New
CSWM
756
Cassady Schiller Wealth Management
Ohio
$1.05K +$1.05K +7 New
SFCL
757
Strengthening Families & Communities LLC
Massachusetts
$1K – – –
AG
758
AmeriFlex Group
Nevada
$924 +$924 +6 New
CYG
759
Clean Yield Group
Vermont
$898 – – –
OSNBOA
760
Old Second National Bank of Aurora
Illinois
$898 +$898 +6 New
BF
761
BOK Financial
Oklahoma
$881 -$147 -1 -14%
PCFFS
762
Pacific Center for Financial Services
California
$748 – – –
ADL
763
Asset Dedication LLC
California
$599 – – –
HFS
764
Horizon Financial Services
North Carolina
$598 – – –
NRG
765
Nemes Rush Group
Michigan
$598 +$598 +4 New
AF
766
Advisornet Financial
Minnesota
$449 -$3.74K -25 -89%
NL
767
NVWM LLC
Pennsylvania
$449 – – –
WW
768
Winnow Wealth
Texas
$290 +$290 +2 New
AA
769
Ancora Advisors
Ohio
$150 – – –
RPA
770
Redwood Park Advisors
California
$150 +$150 +1 New
VHAM
771
Van Hulzen Asset Management
California
$150 +$150 +1 New
SMAM
772
Sugar Maple Asset Management
Wisconsin
$150 +$150 +1 New
SSG
773
Summit Securities Group
New York
$150 +$150 +1 New
RWS
774
Retirement Wealth Solutions
Wisconsin
$144 +$144 +1 New
IAIM
775
International Assets Investment Management
Florida
– -$933 -168,117 Closed
29 30
31
32 33