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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
URS
201
Utah Retirement Systems
Utah
$5.81M +$25.4K +200 +0.6%
OCBCO
202
Oversea-Chinese Banking Corp (OCBC)
Singapore
$5.8M -$884K -6,953 -16%
ProShare Advisors
203
ProShare Advisors
Maryland
$5.76M -$584K -4,595 -11%
YCM
204
Yousif Capital Management
Michigan
$5.6M -$60.8K -478 -1%
KBC Group
205
KBC Group
Belgium
$5.54M +$137K +1,080 +3%
GAM
206
Gotham Asset Management
New York
$5.54M +$900K +7,077 +26%
NYLIM
207
New York Life Investment Management
New York
$5.27M +$143K +1,128 +4%
Focus Partners Wealth
208
Focus Partners Wealth
Massachusetts
$5.11M +$4.05M +31,844 New
Fidelity International
209
Fidelity International
Bermuda
$5.08M +$1.87M +14,700 +87%
Public Employees Retirement Association of Colorado
210
Public Employees Retirement Association of Colorado
Colorado
$5.07M -$141K -1,107 -3%
LM
211
Lincluden Management
Ontario, Canada
$4.99M +$860K +6,765 +28%
1832 Asset Management
212
1832 Asset Management
Ontario, Canada
$4.97M +$2.31M +18,200 +142%
Man Group
213
Man Group
United Kingdom
$4.94M +$3.92M +30,834 New
SG Americas Securities
214
SG Americas Securities
New York
$4.93M -$196K -1,541 -5%
Allspring Global Investments
215
Allspring Global Investments
North Carolina
$4.89M -$5.69M -44,735 -59%
BPCE
216
Bank Pictet & Cie (Europe)
Germany
$4.86M -$6.61K -52 -0.2%
MOACM
217
Mutual of America Capital Management
New York
$4.85M -$192K -1,511 -5%
SOAMC
218
Spirit of America Management Corp
New York
$4.78M -$750K -5,900 -17%
GCA
219
GSI Capital Advisors
California
$4.71M -$2.49M -19,565 -40%
CIBC Asset Management
220
CIBC Asset Management
Ontario, Canada
$4.64M -$168K -1,321 -4%
HFS
221
Hantz Financial Services
Michigan
$4.59M +$1.93M +15,154 +112%
Rafferty Asset Management
222
Rafferty Asset Management
New York
$4.54M +$600K +4,721 +20%
X
223
Xponance
Pennsylvania
$4.44M +$56.5K +444 +2%
Creative Planning
224
Creative Planning
Kansas
$4.31M +$509K +4,001 +17%
TRCT
225
Tower Research Capital (TRC)
New York
$4.25M +$2.02M +15,878 +149%

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.