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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
MIM
826
Morningstar Investment Management
Illinois
-$210K -1,225 Closed
FIM
827
Freedom Investment Management
Connecticut
-$217K -1,206 Closed
MGP
828
M&G plc
United Kingdom
-$210K -1,164 Closed
EI
829
Ellevest Inc
New York
-$210K -1,163 Closed
Koshinski Asset Management
830
Koshinski Asset Management
Illinois
-$209K -1,162 Closed
JSW
831
Journey Strategic Wealth
New Jersey
-$209K -1,158 Closed
WIM
832
Warwick Investment Management
Texas
-$202K -1,122 Closed
AA
833
Alta Advisers
United Kingdom
-$90.1K -500 Closed
CFM
834
Catalyst Funds Management
Australia
-$72.1K -400 Closed
WIM
835
Westside Investment Management
California
-$62.2K -345 Closed
HFM
836
Harvest Fund Management
China
-$42K -234 Closed
ACM
837
Aster Capital Management
United Arab Emirates
-$38.2K -212 Closed
DWS
838
Dynamic Wealth Strategies
California
-$35K -196 Closed
ATS
839
Ashton Thomas Securities
New York
-$33.2K -184 Closed
TIM
840
Thompson Investment Management
Wisconsin
-$10.6K -59 Closed
JPWM
841
Jamison Private Wealth Management
Georgia
-$6.31K -35 Closed
CPA
842
Capital Performance Advisors
California
-$5.85K -32 Closed
GBT
843
Grove Bank & Trust
Florida
-$4.14K -23 Closed
FNWA
844
Financial Network Wealth Advisors
Utah
-$3.06K -17 Closed
OC
845
Oakworth Capital
Alabama
-$3.06K -17 Closed
NS
846
NBC Securities
Alabama
-$2K -12 Closed
BWP
847
Baldwin Wealth Partners
Massachusetts
-$1.44K -8 Closed
HWP
848
Highline Wealth Partners
California
-$1.31K -8 Closed
VAMG
849
Voisard Asset Management Group
Michigan
-$1.08K -6 Closed
JFG
850
JDM Financial Group
Texas
-$721 -4 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.