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Extra Space Storage

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: 811 (+3)

15% more capital invested

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

2% more funds holding

Funds holding: 750768 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
AI
801
Atom Investors
Texas
-$321K -2,066 Closed
MYIA
802
Mount Yale Investment Advisors
Colorado
-$320K -2,058 Closed
TSS
803
Two Sigma Securities
New York
-$347K -2,058 Closed
Alyeska Investment Group
804
Alyeska Investment Group
Illinois
-$317K -2,039 Closed
SWP
805
Stratos Wealth Partners
Ohio
-$301K -1,936 Closed
SW
806
Simplicity Wealth
New Jersey
-$295K -1,896 Closed
CG
807
Caprock Group
Idaho
-$291K -1,872 Closed
IFG
808
Independent Financial Group
California
-$258K -1,661 Closed
FCM
809
FJ Capital Management
Virginia
-$247K -1,587 Closed
BPA
810
Beacon Pointe Advisors
California
-$242K -1,555 Closed
IIM
811
INTECH Investment Management
Florida
-$241K -1,550 Closed
EFP
812
Elser Financial Planning
Indiana
-$240K -1,543 Closed
LHWM
813
Lake Hills Wealth Management
Texas
-$214K -1,380 Closed
FLPIM
814
F.L. Putnam Investment Management
Massachusetts
-$104K -671 Closed
TFF
815
The Family Firm
Maryland
-$95.8K -617 Closed
LTI
816
Laffer Tengler Investments
Tennessee
-$82.4K -530 Closed
ATPW
817
Ashton Thomas Private Wealth
Arizona
-$79.6K -512 Closed
EC
818
EdgeRock Capital
Colorado
-$25.3K -163 Closed
VNA
819
Valley National Advisers
Pennsylvania
-$14K -93 Closed
RWMG
820
Redwood Wealth Management Group
New Jersey
-$10.4K -67 Closed
OWA
821
Opal Wealth Advisors
New York
-$10.3K -66 Closed
FRA
822
Front Row Advisors
California
-$9.79K -63 Closed
AA
823
AlphaMark Advisors
Kentucky
-$9K -55 Closed
FFA
824
Frazier Financial Advisors
Ohio
-$5.59K -36 Closed
TWP
825
Triad Wealth Partners
Kansas
-$4.66K -30 Closed

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.