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Extra Space Storage

750 hedge funds and large institutions have $32.1B invested in Extra Space Storage in 2024 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 271 increasing their positions, 253 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more call options, than puts

Call options by funds: $33.4M | Put options by funds: $9.45M

120% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 46

6% more funds holding

Funds holding: 707750 (+43)

5% more capital invested

Capital invested by funds: $30.5B → $32.1B (+$1.59B)

7% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 253

0.51% less ownership

Funds ownership: 98.23%97.72% (-0.51%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
750
Holders Change
+43
Holders Change %
+6.08%
% of All Funds
10.83%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
101
Increased
271
Reduced
253
Closed
46
Calls
$33.4M
Puts
$9.45M
Net Calls
+$24M
Net Calls Change
+$37.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
776
CM Wealth Advisors
Ohio
-$281K -1,959 Closed
Los Angeles Capital Management
777
Los Angeles Capital Management
California
-$259K -1,761 Closed
TFA
778
Teamwork Financial Advisors
Texas
-$243K -1,653 Closed
AAIM
779
American Assets Investment Management
California
-$237K -1,610 Closed
BAM
780
Blueshift Asset Management
New Jersey
-$227K -1,546 Closed
LNC
781
Lincoln National Corp
Pennsylvania
-$209K -1,420 Closed
DWT
782
Dorsey & Whitney Trust
South Dakota
-$207K -1,407 Closed
FIA
783
FNY Investment Advisers
New York
-$132 -900 Closed
PA
784
PSI Advisors
Florida
-$14.7K -100 Closed
Optiver Holding
785
Optiver Holding
Netherlands
-$14K -95 Closed
PAI
786
Pittenger & Anderson Inc
Nebraska
-$11K -75 Closed
MHR
787
Matthew Hamilton Rosenberg
-$8.36K -57 Closed
NIC
788
Northwest Investment Counselors
Oregon
-$7.79K -53 Closed
PP
789
Paloma Partners
Connecticut
-$2.06K -14 Closed
IPW
790
Impact Partnership Wealth
Georgia
-$1.62K -11 Closed
CTA
791
Colonial Trust Advisors
South Carolina
-$1.18K -8 Closed
T
792
Tidemark
California
-$1.18K -8 Closed
AFWM
793
Abich Financial Wealth Management
Virginia
-$882 -6 Closed
FGAM
794
Financial Gravity Asset Management
Texas
-$593 -4 Closed
WPWM
795
Western Pacific Wealth Management
Illinois
-$588 -4 Closed
JWA
796
JFS Wealth Advisors
Pennsylvania
-$147 -1 Closed
DSA
797
Davis Selected Advisers
Arizona
+$3.16M +21,650 +54%

EXR Hedge Fund Activity: Q2 2024 in Review

750 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q2 2024, worth a combined $32.1B — up 5.2% from $30.5B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new EXR positions and 46 closed out — a net gain of 55 holders — while 271 added to existing stakes and 253 trimmed.

The largest buyer was Capital World Investors, adding an estimated $489M. The largest seller was Cohen & Steers, cutting an estimated $280M.

  • 750 institutional investors held Extra Space Storage (EXR) as of Q2 2024, up from 707 in Q1 2024.
  • Funds reported $32.1B of Extra Space Storage stock for Q2 2024, up 5.2% quarter-over-quarter.
  • 101 funds opened new Extra Space Storage positions in Q2 2024 and 46 closed out, a net change of +55 holders.
  • The largest Extra Space Storage buyer in Q2 2024 was Capital World Investors, an estimated $489M added.
  • The largest Extra Space Storage seller in Q2 2024 was Cohen & Steers, an estimated $280M sold.

Based on aggregated 13F filings for Q2 2024.