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Extra Space Storage

750 hedge funds and large institutions have $32.1B invested in Extra Space Storage in 2024 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 271 increasing their positions, 253 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more call options, than puts

Call options by funds: $33.4M | Put options by funds: $9.45M

120% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 46

6% more funds holding

Funds holding: 707750 (+43)

5% more capital invested

Capital invested by funds: $30.5B → $32.1B (+$1.59B)

7% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 253

0.51% less ownership

Funds ownership: 98.23%97.72% (-0.51%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
750
Holders Change
+43
Holders Change %
+6.08%
% of All Funds
10.83%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
101
Increased
271
Reduced
253
Closed
46
Calls
$33.4M
Puts
$9.45M
Net Calls
+$24M
Net Calls Change
+$37.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.23B -$9.21M -63,197 -0.2%
BlackRock
2
BlackRock
New York
$3.29B -$47.6M -326,772 -2%
Capital World Investors
3
Capital World Investors
California
$3.04B +$489M +3,353,822 +21%
State Street
4
State Street
Massachusetts
$2.05B -$39.6M -271,608 -2%
Cohen & Steers
5
Cohen & Steers
New York
$1.36B -$280M -1,919,712 -18%
Principal Financial Group
6
Principal Financial Group
Iowa
$1.07B -$33M -226,260 -3%
Norges Bank
7
Norges Bank
Norway
$1.06B +$14.3M +97,896 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$893M +$22.4M +153,615 +3%
Invesco
9
Invesco
Georgia
$596M -$8.9M -61,072 -2%
Capital International Investors
10
Capital International Investors
California
$568M +$160K +1,098 +0%
JP Morgan Chase
11
JP Morgan Chase
New York
$553M -$161M -1,106,792 -24%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$552M +$23M +157,763 +5%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$486M +$6.66M +45,717 +1%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$478M +$81.3M +557,744 +22%
Diamond Hill Capital Management
15
Diamond Hill Capital Management
Ohio
$461M +$29M +198,888 +7%
Boston Partners
16
Boston Partners
Massachusetts
$419M +$263M +1,803,325 +203%
AAMU
17
APG Asset Management US
New York
$388M -$12.1M -83,000 -3%
Legal & General Group
18
Legal & General Group
United Kingdom
$385M -$17.4M -119,278 -5%
CIM
19
Centersquare Investment Management
Pennsylvania
$376M -$18.7M -128,558 -5%
Charles Schwab
20
Charles Schwab
California
$350M +$742K +5,090 +0.2%
Goldman Sachs
21
Goldman Sachs
New York
$323M +$40.8M +280,110 +16%
Northern Trust
22
Northern Trust
Illinois
$315M -$4.8M -32,957 -2%
Morgan Stanley
23
Morgan Stanley
New York
$311M +$48.5M +332,615 +20%
Canada Pension Plan Investment Board
24
Canada Pension Plan Investment Board
Ontario, Canada
$292M +$46.6M +319,965 +21%
Daiwa Securities Group
25
Daiwa Securities Group
Japan
$284M -$86.8M -595,275 -25%

EXR Hedge Fund Activity: Q2 2024 in Review

750 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q2 2024, worth a combined $32.1B — up 5.2% from $30.5B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new EXR positions and 46 closed out — a net gain of 55 holders — while 271 added to existing stakes and 253 trimmed.

The largest buyer was Capital World Investors, adding an estimated $489M. The largest seller was Cohen & Steers, cutting an estimated $280M.

  • 750 institutional investors held Extra Space Storage (EXR) as of Q2 2024, up from 707 in Q1 2024.
  • Funds reported $32.1B of Extra Space Storage stock for Q2 2024, up 5.2% quarter-over-quarter.
  • 101 funds opened new Extra Space Storage positions in Q2 2024 and 46 closed out, a net change of +55 holders.
  • The largest Extra Space Storage buyer in Q2 2024 was Capital World Investors, an estimated $489M added.
  • The largest Extra Space Storage seller in Q2 2024 was Cohen & Steers, an estimated $280M sold.

Based on aggregated 13F filings for Q2 2024.