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Extra Space Storage
EXR

Overview Fund Activity

761 hedge funds and large institutions have $35.7B invested in Extra Space Storage in 2024 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 261 increasing their positions, 276 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
+16
Holders Change %
+2.15%
% of All Funds
11.01%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
84
Increased
261
Reduced
276
Closed
61
Calls
$62.3M
Puts
$14.5M
Net Calls
+$47.8M
Net Calls Change
+$23.8M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$3.99B
2
UBS AM
2
UBS AM
Illinois
$357M
3
BlackRock
3
BlackRock
New York
$4.03B
4
Prudential Financial
4
Prudential Financial
New Jersey
$202M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$309M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$366M
2
Invesco
2
Invesco
Georgia
$448M
3
Boston Partners
3
Boston Partners
Massachusetts
$249M
4
Bank of America
4
Bank of America
North Carolina
$128M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$366M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
801
Simplicity Wealth
New Jersey
– -$295K -1,896 Closed
CG
802
Caprock Group
Idaho
– -$291K -1,872 Closed
FCM
803
FJ Capital Management
Virginia
– -$247K -1,587 Closed
BPA
804
Beacon Pointe Advisors
California
– -$242K -1,555 Closed
IIM
805
INTECH Investment Management
Florida
– -$241K -1,550 Closed
EFP
806
Elser Financial Planning
Indiana
– -$240K -1,543 Closed
LHWM
807
Lake Hills Wealth Management
Texas
– -$214K -1,380 Closed
FLPIM
808
F.L. Putnam Investment Management
Massachusetts
– -$104K -671 Closed
TFF
809
The Family Firm
Maryland
– -$95.8K -617 Closed
LTI
810
Laffer Tengler Investments
Tennessee
– -$82.4K -530 Closed
ATPW
811
Ashton Thomas Private Wealth
Arizona
– -$79.6K -512 Closed
EC
812
EdgeRock Capital
Colorado
– -$25.3K -163 Closed
VNA
813
Valley National Advisers
Pennsylvania
– -$14K -93 Closed
RWMG
814
Redwood Wealth Management Group
New Jersey
– -$10.4K -67 Closed
OWA
815
Opal Wealth Advisors
New York
– -$10.3K -66 Closed
FRA
816
Front Row Advisors
California
– -$9.79K -63 Closed
AA
817
AlphaMark Advisors
Kentucky
– -$9K -55 Closed
FFA
818
Frazier Financial Advisors
Ohio
– -$5.6K -36 Closed
TWP
819
Triad Wealth Partners
Kansas
– -$4.66K -30 Closed
CWP
820
Concord Wealth Partners
Virginia
– -$2.64K -17 Closed
CP
821
Castleview Partners
Texas
– -$1.4K -9 Closed
NSIM
822
North Star Investment Management
Illinois
– -$932 -6 Closed
SA
823
Scarborough Advisors
Maryland
– -$155 -1 Closed
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