Extra Space Storage
707 hedge funds and large institutions have $30.5B invested in Extra Space Storage in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 260 increasing their positions, 252 reducing their positions, and 64 closing their positions.
5% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 64
3% more repeat investments, than reductions
Existing positions increased: 260 | Existing positions reduced: 252
1% less funds holding
Funds holding: 713 → 707 (-6)
1.77% less ownership
Funds ownership: 100% → 98.23% (-1.8%)
10% less capital invested
Capital invested by funds: $33.8B → $30.5B (-$3.35B)
25% less funds holding in top 10
Funds holding in top 10: 12 → 9 (-3)
33% less call options, than puts
Call options by funds: $26.9M | Put options by funds: $40.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$273M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$224M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$130M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$123M |
| 5 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$96.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$502M |
| 2 |
Morgan Stanley
New York
|
-$299M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$257M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$69.9M |
| 5 |
State Street
Boston,
Massachusetts
|
-$67.2M |
EXR Hedge Fund Activity: Q1 2024 in Review
707 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q1 2024, worth a combined $30.5B — down 9.9% from $33.8B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new EXR positions and 64 closed out — a net gain of 3 holders — while 260 added to existing stakes and 252 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $273M. The largest seller was Capital World Investors, cutting an estimated $502M.
- 707 institutional investors held Extra Space Storage (EXR) as of Q1 2024, down from 713 in Q4 2023.
- Funds reported $30.5B of Extra Space Storage stock for Q1 2024, down 9.9% quarter-over-quarter.
- 67 funds opened new Extra Space Storage positions in Q1 2024 and 64 closed out, a net change of +3 holders.
- The largest Extra Space Storage buyer in Q1 2024 was JP Morgan Chase, an estimated $273M added.
- The largest Extra Space Storage seller in Q1 2024 was Capital World Investors, an estimated $502M sold.
Based on aggregated 13F filings for Q1 2024.