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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
TPSF
176
Texas Permanent School Fund
Texas
$6.99M -$4.2K -33 -0.1%
II
177
IFM Investors
Australia
$6.95M -$114K -893 -2%
HighTower Advisors
178
HighTower Advisors
Illinois
$6.92M -$1.21M -9,512 -18%
CIP
179
Chartwell Investment Partners
Pennsylvania
$6.8M -$525K -4,131 -9%
Wealthfront Advisers
180
Wealthfront Advisers
California
$6.73M +$3.15M +24,809 +144%
SDIC
181
South Dakota Investment Council
South Dakota
$6.73M +$60.4K +475 +1%
DSA
182
Davis Selected Advisers
Arizona
$6.62M -$1.03M -8,100 -16%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
183
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$6.42M +$5.09M +40,049 +800,980%
Skandinaviska Enskilda Banken (SEB)
184
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.39M +$10K +79 +0.2%
FAF
185
Första AP-fonden
Sweden
$6.32M +$1.5M +11,800 +43%
JCM
186
Jacobsen Capital Management
Utah
$6.31M -$10.7K -84 -0.2%
BB
187
Bell Bank
North Dakota
$6.29M
Teacher Retirement System of Texas
188
Teacher Retirement System of Texas
Texas
$6.15M -$5.51M -43,327 -53%
AC
189
Allstate Corporation
Illinois
$6.11M -$339K -2,667 -7%
CAN
190
Cetera Advisor Networks
California
$6.09M -$141K -1,111 -3%
CCM
191
Cinctive Capital Management
New York
$6.05M +$4.8M +37,743 New
Nomura Holdings
192
Nomura Holdings
Japan
$6.01M +$4.77M +37,487 New
Mirae Asset Global Investments
193
Mirae Asset Global Investments
South Korea
$5.99M -$84.9K -668 -2%
Truist Financial
194
Truist Financial
North Carolina
$5.98M -$27.2K -214 -0.6%
MLL
195
Moody Lynn & Lieberson
Massachusetts
$5.95M -$2.37M -18,604 -33%
CNB
196
Czech National Bank
Czech Republic
$5.93M +$9.92K +78 +0.2%
FAF
197
Fjarde Ap-fonden
Sweden
$5.92M -$788K -6,200 -14%
UIM
198
USS Investment Management
United Kingdom
$5.92M
NIG
199
NFJ Investment Group
Texas
$5.91M -$132K -1,037 -3%
AQR Capital Management
200
AQR Capital Management
Connecticut
$5.85M -$6.65M -52,331 -59%

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.