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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
JFGIW
801
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$505K -2,800 Closed
Group One Trading
802
Group One Trading
Illinois
-$439K -2,679 Closed
CCIA
803
Campbell & Co Investment Adviser
Maryland
-$461K -2,561 Closed
HGERS
804
Householder Group Estate & Retirement Specialist
Arizona
-$409K -2,270 Closed
DWM
805
Dynasty Wealth Management
Florida
-$391K -2,169 Closed
Optiver Holding
806
Optiver Holding
Netherlands
-$345K -1,916 Closed
MPM
807
MBB Public Markets
Illinois
-$341K -1,890 Closed
SIA
808
Schechter Investment Advisors
Michigan
-$341K -1,890 Closed
TWP
809
Tyche Wealth Partners
Texas
-$335K -1,858 Closed
Connor, Clark & Lunn Investment Management (CC&L)
810
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$334K -1,852 Closed
SPA
811
Sherbrooke Park Advisers
New York
-$332K -1,840 Closed
PIM
812
Penobscot Investment Management
Massachusetts
-$298K -1,655 Closed
ONB
813
Old National Bancorp
Indiana
-$288K -1,596 Closed
IWM
814
IHT Wealth Management
Illinois
-$282K -1,574 Closed
PPWP
815
Premier Path Wealth Partners
New Jersey
-$261K -1,446 Closed
ACGA
816
Atlanta Consulting Group Advisors
Georgia
-$247K -1,371 Closed
AFG
817
Atomi Financial Group
New York
-$246K -1,363 Closed
WA
818
Waverly Advisors
Alabama
-$243K -1,350 Closed
FFO
819
Fiduciary Family Office
Florida
-$240K -1,332 Closed
EPA
820
Element Pointe Advisors
Florida
-$235K -1,303 Closed
AWM
821
Alterna Wealth Management
Texas
-$232K -1,289 Closed
Walleye Capital
822
Walleye Capital
New York
-$231K -1,280 Closed
EL
823
EWA LLC
Pennsylvania
-$208K -1,275 Closed
4WM
824
44 Wealth Management
Oregon
-$214K -1,267 Closed
CIA
825
Concurrent Investment Advisors
Florida
-$221K -1,228 Closed

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.