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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 %
SIA
801
Schechter Investment Advisors
Michigan
– -$341K -1,890 Closed
TWP
802
Tyche Wealth Partners
Texas
– -$335K -1,858 Closed
Connor, Clark & Lunn Investment Management (CC&L)
803
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$334K -1,852 Closed
SPA
804
Sherbrooke Park Advisers
New York
– -$332K -1,840 Closed
PIM
805
Penobscot Investment Management
Massachusetts
– -$298K -1,655 Closed
ONB
806
Old National Bancorp
Indiana
– -$288K -1,596 Closed
IWM
807
IHT Wealth Management
Illinois
– -$282K -1,574 Closed
PPWP
808
Premier Path Wealth Partners
New Jersey
– -$261K -1,446 Closed
ACGA
809
Atlanta Consulting Group Advisors
Georgia
– -$247K -1,371 Closed
AFG
810
Atomi Financial Group
New York
– -$246K -1,363 Closed
WA
811
Waverly Advisors
Alabama
– -$243K -1,350 Closed
FFO
812
Fiduciary Family Office
Florida
– -$240K -1,332 Closed
EPA
813
Element Pointe Advisors
Florida
– -$235K -1,303 Closed
AWM
814
Alterna Wealth Management
Texas
– -$232K -1,289 Closed
Walleye Capital
815
Walleye Capital
New York
– -$231K -1,280 Closed
EL
816
EWA LLC
Pennsylvania
– -$208K -1,275 Closed
4WM
817
44 Wealth Management
Oregon
– -$214K -1,267 Closed
CIA
818
Concurrent Investment Advisors
Florida
– -$221K -1,228 Closed
MIM
819
Morningstar Investment Management
Illinois
– -$210K -1,225 Closed
FIM
820
Freedom Investment Management
Connecticut
– -$217K -1,206 Closed
MGP
821
M&G plc
United Kingdom
– -$210K -1,164 Closed
EI
822
Ellevest Inc
New York
– -$210K -1,163 Closed
Koshinski Asset Management
823
Koshinski Asset Management
Illinois
– -$209K -1,162 Closed
JSW
824
Journey Strategic Wealth
New Jersey
– -$209K -1,158 Closed
WIM
825
Warwick Investment Management
Texas
– -$202K -1,122 Closed
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