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Extra Space Storage
EXR

Overview Fund Activity

709 hedge funds and large institutions have $33.8B invested in Extra Space Storage in 2023 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 217 increasing their positions, 269 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
709
Holders Change
+57
Holders Change %
+8.74%
% of All Funds
10.4%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
131
Increased
217
Reduced
269
Closed
68
Calls
$71.6M
Puts
$27.9M
Net Calls
+$43.7M
Net Calls Change
+$78.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$596M
2
Norges Bank
2
Norges Bank
Norway
$1.02B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$246M
4
Diamond Hill Capital Management
4
Diamond Hill Capital Management
Ohio
$338M
5
Invesco
5
Invesco
Georgia
$378M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$3.16B
2
LPC
2
Long Pond Capital
New York
$0
3
Northern Trust
3
Northern Trust
Illinois
$335M
4
Citadel Advisors
4
Citadel Advisors
Florida
$25M
5
Capital International Investors
5
Capital International Investors
California
$586M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$40.7M +$2.69M +16,785 +7%
Citigroup
77
Citigroup
New York
$38.8M +$3.2M +19,945 +9%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$37.7M -$41.3M -257,532 -52%
CVA
79
Ceredex Value Advisors
Florida
$37.2M -$43.5M -271,025 -54%
Aberdeen Group
80
Aberdeen Group
United Kingdom
$37.1M +$21.7M +135,497 +141%
Marshall Wace
81
Marshall Wace
United Kingdom
$37.1M -$48.1M -300,218 -57%
Swedbank
82
Swedbank
Sweden
$37M +$3.21M +20,000 +9%
UIC
83
Uniplan Investment Counsel
Wisconsin
$36.6M +$5.81M +35,815 +19%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$35.9M -$1.38M -8,602 -4%
HS
85
Hazelview Securities
Ontario, Canada
$35.8M -$3.81M -26,830 -10%
ClearBridge Investments
86
ClearBridge Investments
New York
$35.7M +$13M +80,825 +57%
ZIG
87
Zurich Insurance Group
Switzerland
$35.2M +$35.2M +219,317 New
BC
88
Brookfield Corp
Ontario, Canada
$33.9M +$33.9M +211,145 New
Mitsubishi UFJ Trust & Banking
89
Mitsubishi UFJ Trust & Banking
Japan
$33.2M +$8.3M +51,784 +33%
Adage Capital Partners
90
Adage Capital Partners
Massachusetts
$32.9M -$786K -4,900 -2%
New York State Teachers Retirement System (NYSTRS)
91
New York State Teachers Retirement System (NYSTRS)
New York
$32.7M -$3.6M -22,481 -10%
GI
92
Gradient Investments
Minnesota
$30.6M +$2.4M +14,963 +9%
SAM
93
Silvercrest Asset Management
New York
$30.5M -$4.32M -26,974 -12%
WCP
94
Waterfront Capital Partners
New York
$29.3M +$29.3M +182,723 New
GC
95
Guggenheim Capital
Illinois
$29M -$2.68M -16,722 -8%
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$28.9M +$6.86M +42,272 +31%
New York State Common Retirement Fund
97
New York State Common Retirement Fund
New York
$27.9M -$2.76M -17,201 -9%
Alyeska Investment Group
98
Alyeska Investment Group
Illinois
$27.3M -$38.8M -242,164 -59%
TD Asset Management
99
TD Asset Management
Ontario, Canada
$27.3M -$6.88M -42,915 -20%
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27.3M +$740K +4,615 +3%
2 3
4
5 6