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Extra Space Storage

713 hedge funds and large institutions have $33.8B invested in Extra Space Storage in 2023 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 219 increasing their positions, 269 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $71.6M | Put options by funds: $27.9M

96% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 68

33% more capital invested

Capital invested by funds: $25.4B → $33.8B (+$8.42B)

9% more funds holding

Funds holding: 654713 (+59)

0.98% more ownership

Funds ownership: 99.02%100% (+0.98%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

19% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 269

Holders
713
Holders Change
+59
Holders Change %
+9.02%
% of All Funds
10.4%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
133
Increased
219
Reduced
269
Closed
68
Calls
$71.6M
Puts
$27.9M
Net Calls
+$43.7M
Net Calls Change
+$78.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$40.7M +$2.13M +16,785 +7%
Citigroup
77
Citigroup
New York
$38.8M +$2.54M +19,945 +9%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$37.7M -$32.7M -257,532 -52%
CVA
79
Ceredex Value Advisors
Florida
$37.2M -$34.5M -271,025 -54%
Aberdeen Group
80
Aberdeen Group
United Kingdom
$37.1M +$17.2M +135,497 +141%
Marshall Wace
81
Marshall Wace
United Kingdom
$37.1M -$38.2M -300,218 -57%
Swedbank
82
Swedbank
Sweden
$37M +$2.54M +20,000 +9%
UIC
83
Uniplan Investment Counsel
Wisconsin
$36.6M +$4.55M +35,815 +19%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$35.9M -$1.09M -8,602 -4%
HS
85
Hazelview Securities
Ontario, Canada
$35.8M -$3.41M -26,830 -10%
ClearBridge Investments
86
ClearBridge Investments
New York
$35.7M +$10.3M +80,825 +57%
ZIG
87
Zurich Insurance Group
Switzerland
$35.2M +$27.9M +219,317 New
BC
88
Brookfield Corp
Ontario, Canada
$33.9M +$26.8M +211,145 New
Mitsubishi UFJ Trust & Banking
89
Mitsubishi UFJ Trust & Banking
Japan
$33.2M +$6.58M +51,784 +33%
Adage Capital Partners
90
Adage Capital Partners
Massachusetts
$32.9M -$623K -4,900 -2%
New York State Teachers Retirement System (NYSTRS)
91
New York State Teachers Retirement System (NYSTRS)
New York
$32.7M -$2.86M -22,481 -10%
GI
92
Gradient Investments
Minnesota
$30.6M +$1.9M +14,963 +9%
SAM
93
Silvercrest Asset Management
New York
$30.5M -$3.43M -26,974 -12%
WCP
94
Waterfront Capital Partners
New York
$29.3M +$23.2M +182,723 New
GC
95
Guggenheim Capital
Illinois
$29M -$2.13M -16,722 -8%
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$28.9M +$5.38M +42,272 +31%
New York State Common Retirement Fund
97
New York State Common Retirement Fund
New York
$27.9M -$2.19M -17,201 -9%
Alyeska Investment Group
98
Alyeska Investment Group
Illinois
$27.3M -$30.8M -242,164 -59%
TD Asset Management
99
TD Asset Management
Ontario, Canada
$27.3M -$5.46M -42,915 -20%
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27.3M +$587K +4,615 +3%

EXR Hedge Fund Activity: Q4 2023 in Review

713 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q4 2023, worth a combined $33.8B — up 33% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new EXR positions and 68 closed out — a net gain of 65 holders — while 219 added to existing stakes and 269 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $262M. The largest seller was Capital World Investors, cutting an estimated $228M.

  • 713 institutional investors held Extra Space Storage (EXR) as of Q4 2023, up from 654 in Q3 2023.
  • Funds reported $33.8B of Extra Space Storage stock for Q4 2023, up 33% quarter-over-quarter.
  • 133 funds opened new Extra Space Storage positions in Q4 2023 and 68 closed out, a net change of +65 holders.
  • The largest Extra Space Storage buyer in Q4 2023 was Morgan Stanley, an estimated $262M added.
  • The largest Extra Space Storage seller in Q4 2023 was Capital World Investors, an estimated $228M sold.

Based on aggregated 13F filings for Q4 2023.