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Extra Space Storage

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: 768781 (+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: 116 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
WA
751
WPG Advisers
Maryland
$1.65K +$1.8K +11 New
MA
752
MCF Advisors
Kentucky
$1.5K -$328 -2 -17%
SIS
753
Sound Income Strategies
Florida
$1.5K
CPG
754
Cornerstone Planning Group
New Jersey
$1.4K -$328 -2 -18%
CFB
755
Cullen/Frost Bankers
Texas
$1.35K -$1.48K -9 -50%
CWP
756
Clark Wealth Partners
Illinois
$1.35K +$1.48K +9 New
SL
757
Salomon & Ludwin
Virginia
$1.2K -$5.08K -31 -79%
AP
758
Aspect Partners
Virginia
$1.2K
NC
759
NewSquare Capital
Pennsylvania
$1.2K +$1.31K +8 New
WCM
760
WealthTrak Capital Management
Virginia
$1.2K +$1.31K +8 New
BFPW
761
BOK Financial Private Wealth
Colorado
$1.05K -$5.58K -34 -83%
CSWM
762
Cassady Schiller Wealth Management
Ohio
$1.05K +$1.15K +7 New
PWA
763
Principia Wealth Advisory
Texas
$1.05K +$1.15K +7 New
SFCL
764
Strengthening Families & Communities LLC
Massachusetts
$1K
AG
765
AmeriFlex Group
Nevada
$924 +$984 +6 New
CYG
766
Clean Yield Group
Vermont
$898
OSNBOA
767
Old Second National Bank of Aurora
Illinois
$898 +$984 +6 New
BF
768
BOK Financial
Oklahoma
$881 -$164 -1 -14%
PCFFS
769
Pacific Center for Financial Services
California
$748
ADL
770
Asset Dedication LLC
California
$599
HFS
771
Horizon Financial Services
North Carolina
$598
NRG
772
Nemes Rush Group
Michigan
$598 +$656 +4 New
AF
773
Advisornet Financial
Minnesota
$449 -$4.1K -25 -89%
NL
774
NVWM LLC
Pennsylvania
$449
WW
775
Winnow Wealth
Texas
$290 +$328 +2 New

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.