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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
BAMCO Inc
126
BAMCO Inc
New York
$17.9M -$5.03M -39,545 -26%
BHC
127
Bowen Hanes & Co
Florida
$17.3M +$2.54M +20,000 +23%
ERSOT
128
Employees Retirement System of Texas
Texas
$16.6M +$3.69M +29,000 +39%
LPL Financial
129
LPL Financial
California
$16.3M -$592K -4,653 -4%
CCM
130
Chilton Capital Management
Texas
$16.3M -$455K -3,580 -3%
Natixis Advisors
131
Natixis Advisors
Massachusetts
$15.6M +$4.97M +39,116 +67%
Treasurer of the State of North Carolina
132
Treasurer of the State of North Carolina
North Carolina
$15.3M +$117K +920 +1%
Verition Fund Management
133
Verition Fund Management
Connecticut
$15.2M +$1.99M +15,662 +20%
Handelsbanken Fonder
134
Handelsbanken Fonder
Sweden
$14.3M +$1.74M +13,669 +18%
Janney Montgomery Scott
135
Janney Montgomery Scott
Pennsylvania
$13.9M +$2.74M +21,574 +33%
VanEck Associates
136
VanEck Associates
New York
$13.8M +$1.38M +10,822 +14%
VAM
137
Vert Asset Management
California
$13.7M +$1.48M +11,612 +16%
COPPSERS
138
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$13.5M +$5.32M +41,811 +98%
Royal London Asset Management
139
Royal London Asset Management
United Kingdom
$13.1M +$426K +3,354 +4%
Pacer Advisors
140
Pacer Advisors
Pennsylvania
$12.9M -$1.55M -12,162 -13%
BNP Paribas Asset Management
141
BNP Paribas Asset Management
France
$12.4M +$697K +5,485 +8%
SAM
142
Storebrand Asset Management
Norway
$12.3M +$401K +3,152 +4%
SPS
143
Susquehanna Portfolio Strategies
Pennsylvania
$12.2M +$9.65M +75,914 New
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$11.3M -$26.1M -205,474 -75%
VOYA Investment Management
145
VOYA Investment Management
Georgia
$11.2M -$420K -3,305 -5%
FBB
146
Fulton Breakefield Broenniman
Maryland
$11.2M -$1.61M -12,679 -15%
UM
147
UniSuper Management
Australia
$10.9M +$73.6K +579 +0.9%
Victory Capital Management
148
Victory Capital Management
Texas
$10.4M -$341K -2,683 -4%
Korea Investment Corp
149
Korea Investment Corp
South Korea
$10.2M -$8.99M -70,722 -53%
MNG
150
Manning & Napier Group
New York
$10.1M -$2.45M -19,249 -23%

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.