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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
Robeco Institutional Asset Management
101
Robeco Institutional Asset Management
Netherlands
$27.3M -$1.65M -12,978 -7%
CWM
102
CIBC World Markets
New York
$26.8M +$10.9M +85,647 +105%
AssetMark Inc
103
AssetMark Inc
California
$26.1M +$2.46M +19,322 +13%
NSLI
104
Nan Shan Life Insurance
Taiwan
$25.7M
RJA
105
Raymond James & Associates
Florida
$25.4M -$880K -6,924 -4%
Citadel Advisors
106
Citadel Advisors
Florida
$25M -$80M -628,948 -80%
VLKIM
107
Van Lanschot Kempen Investment Management
Netherlands
$24.9M -$2.03M -16,000 -9%
Allianz Asset Management
108
Allianz Asset Management
Germany
$24.1M -$5.1M -40,118 -21%
Caisse de Depot et Placement du Quebec (CDPQ)
109
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$23.9M -$5.81M -45,728 -23%
Toronto Dominion Bank
110
Toronto Dominion Bank
Ontario, Canada
$22.3M +$1.42M +11,139 +9%
Stifel Financial
111
Stifel Financial
Missouri
$22.1M +$1.95M +15,334 +12%
Walleye Capital
112
Walleye Capital
New York
$22M -$9.34M -73,463 -35%
ACM
113
Argent Capital Management
Missouri
$21.7M -$299K -2,348 -2%
ECM
114
ExodusPoint Capital Management
New York
$21M +$16.6M +130,782 New
Retirement Systems of Alabama
115
Retirement Systems of Alabama
Alabama
$20.5M -$153K -1,207 -0.9%
SOADOR
116
State of Alaska Department of Revenue
Alaska
$19.6M -$361K -2,840 -2%
CIMLRA
117
CBRE Investment Management Listed Real Assets
Pennsylvania
$19.5M -$5.14M -40,443 -25%
Twin Tree Management
118
Twin Tree Management
Texas
$19.4M +$15.4M +121,196 New
Nisa Investment Advisors
119
Nisa Investment Advisors
Missouri
$19.3M -$610K -4,796 -4%
DekaBank Deutsche Girozentrale
120
DekaBank Deutsche Girozentrale
Germany
$19.2M +$837K +6,582 +6%
Zurich Cantonal Bank
121
Zurich Cantonal Bank
Switzerland
$18.9M +$2.18M +17,163 +17%
Chevy Chase Trust
122
Chevy Chase Trust
Maryland
$18.9M -$93.7K -737 -0.6%
State of Wisconsin Investment Board
123
State of Wisconsin Investment Board
Wisconsin
$18.6M -$1.1M -8,679 -7%
GW
124
GW & Wade
Massachusetts
$18.5M +$250K +1,969 +2%
State of Tennessee, Department of Treasury
125
State of Tennessee, Department of Treasury
Tennessee
$18.4M +$10.5M +82,207 +252%

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.