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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
ASRS
151
Arizona State Retirement System
Arizona
$9.53M -$43.1K -339 -0.6%
SOMRS
152
State of Michigan Retirement System
Michigan
$9.28M
CM
153
Churchill Management
California
$9.1M -$244K -1,917 -3%
SMDAM
154
Sumitomo Mitsui DS Asset Management
Japan
$8.99M +$85.7K +674 +1%
AIG
155
American International Group
New York
$8.88M -$160K -1,261 -2%
Osaic Holdings
156
Osaic Holdings
Arizona
$8.61M -$1.66M -13,065 -20%
Jane Street
157
Jane Street
New York
$8.49M +$3.53M +27,739 +110%
DnB Asset Management
158
DnB Asset Management
Norway
$8.46M +$2.3M +18,089 +52%
WBC
159
Westpac Banking Corp
Australia
$8.32M +$529K +4,163 +9%
LMGAM
160
Liberty Mutual Group Asset Management
Massachusetts
$8.22M +$751K +5,906 +13%
MIM
161
MetLife Investment Management
New Jersey
$8.22M -$123K -969 -2%
AB
162
Amalgamated Bank
New York
$8.18M -$554K -4,358 -8%
National Bank of Canada
163
National Bank of Canada
Quebec, Canada
$8.18M -$4.47M -35,169 -41%
CAPTRUST Financial Advisors
164
CAPTRUST Financial Advisors
North Carolina
$8.06M -$354K -2,782 -5%
MCM
165
Makena Capital Management
California
$8.01M +$6.36M +49,980 New
AACA
166
American Assets Capital Advisers
California
$7.98M -$913K -7,181 -13%
NAM
167
Nissay Asset Management
Japan
$7.9M +$256K +2,012 +4%
DPIM
168
Duff & Phelps Investment Management
Illinois
$7.74M -$43.6M -343,016 -88%
Franklin Resources
169
Franklin Resources
California
$7.53M -$3.74M -29,409 -39%
CII
170
Capital International Inc
California
$7.31M +$2.64M +20,773 +84%
PI
171
PEAK6 Investments
Illinois
$7.27M +$4.65M +36,548 +415%
M&T Bank
172
M&T Bank
New York
$7.16M -$459K -3,607 -7%
Fisher Asset Management
173
Fisher Asset Management
Washington
$7.13M -$1.69M -13,306 -23%
SLAM
174
Swiss Life Asset Management
$7.01M +$3.12M +24,506 +128%
First Trust Advisors
175
First Trust Advisors
Illinois
$7.01M -$251K -1,976 -4%

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.