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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.37B -$21.7M -170,332 -0.5%
BlackRock
2
BlackRock
New York
$3.41B +$63.9M +502,256 +2%
Capital World Investors
3
Capital World Investors
California
$3.16B -$228M -1,794,497 -8%
State Street
4
State Street
Massachusetts
$2.23B +$49.1M +386,338 +3%
Cohen & Steers
5
Cohen & Steers
New York
$1.66B -$3.71M -29,142 -0.3%
Principal Financial Group
6
Principal Financial Group
Iowa
$1.14B +$73.5M +577,918 +9%
Norges Bank
7
Norges Bank
Norway
$1.02B +$114M +893,355 +16%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$850M +$17.5M +137,762 +3%
Morgan Stanley
9
Morgan Stanley
New York
$596M +$262M +2,061,384 +124%
Capital International Investors
10
Capital International Investors
California
$586M -$71.7M -564,143 -13%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$516M +$23.8M +186,940 +6%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$492M -$385K -3,027 -0.1%
AAMU
13
APG Asset Management US
New York
$452M -$12.2M -96,178 -3%
JP Morgan Chase
14
JP Morgan Chase
New York
$448M -$70.3M -552,942 -17%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$446M -$31M -244,186 -8%
Daiwa Securities Group
16
Daiwa Securities Group
Japan
$437M +$26.9M +211,395 +8%
Legal & General Group
17
Legal & General Group
United Kingdom
$418M +$25.8M +202,911 +8%
CIM
18
Centersquare Investment Management
Pennsylvania
$403M -$51.6M -405,860 -14%
Invesco
19
Invesco
Georgia
$378M +$79.8M +627,491 +36%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$353M +$57.4M +451,242 +26%
Charles Schwab
21
Charles Schwab
California
$353M +$6.92M +54,393 +3%
Goldman Sachs
22
Goldman Sachs
New York
$341M +$1.77M +13,944 +0.7%
Diamond Hill Capital Management
23
Diamond Hill Capital Management
Ohio
$338M +$86.3M +678,877 +48%
Northern Trust
24
Northern Trust
Illinois
$335M -$81M -637,204 -23%
UBS AM
25
UBS AM
Illinois
$307M +$20.1M +158,120 +9%

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.