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Extra Space Storage

768 hedge funds and large institutions have $36.9B invested in Extra Space Storage in 2024 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 264 increasing their positions, 278 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

330% more call options, than puts

Call options by funds: $62.3M | Put options by funds: $14.5M

39% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 61

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

15% more capital invested

Capital invested by funds: $32.1B → $36.9B (+$4.79B)

2% more funds holding

Funds holding: 750768 (+18)

0.06% less ownership

Funds ownership: 97.72%97.67% (-0.06%)

5% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 278

Holders
768
Holders Change
+18
Holders Change %
+2.4%
% of All Funds
11.03%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
85
Increased
264
Reduced
278
Closed
61
Calls
$62.3M
Puts
$14.5M
Net Calls
+$47.8M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.06B -$2.71M -16,030 -0%
BlackRock
2
BlackRock
New York
$4.03B +$205M +1,213,876 +6%
Capital World Investors
3
Capital World Investors
California
$3.99B +$429M +2,541,833 +13%
State Street
4
State Street
Massachusetts
$2.41B +$38.3M +227,006 +2%
Cohen & Steers
5
Cohen & Steers
New York
$1.57B -$8.56M -50,694 -0.6%
Principal Financial Group
6
Principal Financial Group
Iowa
$1.21B -$25.4M -150,495 -2%
Norges Bank
7
Norges Bank
Norway
$1.18B -$44M -260,576 -4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.01B -$18.4M -109,214 -2%
Capital International Investors
9
Capital International Investors
California
$659M +$452K +2,676 +0.1%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$561M -$2.52M -14,905 -0.5%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$533M -$99.5M -589,247 -17%
Diamond Hill Capital Management
12
Diamond Hill Capital Management
Ohio
$508M -$25M -148,127 -5%
AAMU
13
APG Asset Management US
New York
$460M +$4.07M +24,098 +0.9%
CIM
14
Centersquare Investment Management
Pennsylvania
$451M +$14.7M +87,071 +4%
Invesco
15
Invesco
Georgia
$448M -$227M -1,343,770 -35%
Charles Schwab
16
Charles Schwab
California
$426M +$18.8M +111,137 +5%
Legal & General Group
17
Legal & General Group
United Kingdom
$421M -$23.7M -140,657 -6%
Goldman Sachs
18
Goldman Sachs
New York
$381M +$6.65M +39,404 +2%
JP Morgan Chase
19
JP Morgan Chase
New York
$366M -$257M -1,522,853 -43%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$366M -$176M -1,045,330 -34%
Daiwa Securities Group
21
Daiwa Securities Group
Japan
$364M +$32.1M +189,949 +10%
Morgan Stanley
22
Morgan Stanley
New York
$360M -$277K -1,643 -0.1%
UBS AM
23
UBS AM
Illinois
$357M +$294M +1,741,320 +724%
Northern Trust
24
Northern Trust
Illinois
$348M -$15.8M -93,732 -5%
N
25
Nuveen
North Carolina
$309M +$73.8M +437,409 +34%

EXR Hedge Fund Activity: Q3 2024 in Review

768 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2024, worth a combined $36.9B — up 15% from $32.1B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new EXR positions and 61 closed out — a net gain of 24 holders — while 264 added to existing stakes and 278 trimmed.

The largest buyer was Capital World Investors, adding an estimated $429M. The largest seller was JP Morgan Chase, cutting an estimated $257M.

  • 768 institutional investors held Extra Space Storage (EXR) as of Q3 2024, up from 750 in Q2 2024.
  • Funds reported $36.9B of Extra Space Storage stock for Q3 2024, up 15% quarter-over-quarter.
  • 85 funds opened new Extra Space Storage positions in Q3 2024 and 61 closed out, a net change of +24 holders.
  • The largest Extra Space Storage buyer in Q3 2024 was Capital World Investors, an estimated $429M added.
  • The largest Extra Space Storage seller in Q3 2024 was JP Morgan Chase, an estimated $257M sold.

Based on aggregated 13F filings for Q3 2024.