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Extra Space Storage

781 hedge funds and large institutions have $30.5B invested in Extra Space Storage in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 275 increasing their positions, 272 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $22.6M | Put options by funds: $17M

32% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 74

2% more funds holding

Funds holding: 768781 (+13)

1% more repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 272

1.37% less ownership

Funds ownership: 97.67%96.29% (-1.4%)

17% less capital invested

Capital invested by funds: $36.9B → $30.5B (-$6.39B)

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
781
Holders Change
+13
Holders Change %
+1.69%
% of All Funds
10.29%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.08%
New
98
Increased
275
Reduced
272
Closed
74
Calls
$22.6M
Puts
$17M
Net Calls
+$5.54M
Net Calls Change
-$42.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.04B +$10.9M +66,767 +0.2%
BlackRock
2
BlackRock
New York
$3.39B +$44.9M +274,024 +1%
Capital World Investors
3
Capital World Investors
California
$3.15B -$173M -1,056,578 -5%
State Street
4
State Street
Massachusetts
$1.99B -$16.4M -99,885 -0.7%
Cohen & Steers
5
Cohen & Steers
New York
$1.38B +$84.8M +516,941 +6%
Principal Financial Group
6
Principal Financial Group
Iowa
$1B -$2.67M -16,305 -0.2%
Norges Bank
7
Norges Bank
Norway
$939M -$44.9M -273,568 -4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$840M -$3.62M -22,046 -0.4%
Capital International Investors
9
Capital International Investors
California
$548M +$1.11M +6,751 +0.2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$469M +$4.02M +24,533 +0.8%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$459M +$17.2M +104,986 +4%
Northern Trust
12
Northern Trust
Illinois
$430M +$154M +941,212 +49%
Invesco
13
Invesco
Georgia
$385M +$14.3M +87,354 +4%
AAMU
14
APG Asset Management US
New York
$379M -$7.39M -45,052 -2%
Charles Schwab
15
Charles Schwab
California
$360M +$7.09M +43,223 +2%
CIM
16
Centersquare Investment Management
Pennsylvania
$358M -$18.4M -112,222 -4%
Diamond Hill Capital Management
17
Diamond Hill Capital Management
Ohio
$325M -$106M -644,826 -23%
UBS AM
18
UBS AM
Illinois
$321M +$26.4M +161,248 +8%
Daiwa Securities Group
19
Daiwa Securities Group
Japan
$318M +$17.5M +106,608 +5%
Legal & General Group
20
Legal & General Group
United Kingdom
$310M -$43M -262,007 -11%
Morgan Stanley
21
Morgan Stanley
New York
$281M -$19.5M -118,849 -6%
N
22
Nuveen
North Carolina
$252M -$5.19M -31,642 -2%
Goldman Sachs
23
Goldman Sachs
New York
$251M -$72.6M -442,565 -21%
First Eagle Investment Management
24
First Eagle Investment Management
New York
$244M -$370K -2,257 -0.1%
Boston Partners
25
Boston Partners
Massachusetts
$219M +$13.5M +82,104 +6%

EXR Hedge Fund Activity: Q4 2024 in Review

781 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q4 2024, worth a combined $30.5B — down 17% from $36.9B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new EXR positions and 74 closed out — a net gain of 24 holders — while 275 added to existing stakes and 272 trimmed.

The largest buyer was Northern Trust, adding an estimated $154M. The largest seller was Pathway Financial Advisers, cutting an estimated $329M.

  • 781 institutional investors held Extra Space Storage (EXR) as of Q4 2024, up from 768 in Q3 2024.
  • Funds reported $30.5B of Extra Space Storage stock for Q4 2024, down 17% quarter-over-quarter.
  • 98 funds opened new Extra Space Storage positions in Q4 2024 and 74 closed out, a net change of +24 holders.
  • The largest Extra Space Storage buyer in Q4 2024 was Northern Trust, an estimated $154M added.
  • The largest Extra Space Storage seller in Q4 2024 was Pathway Financial Advisers, an estimated $329M sold.

Based on aggregated 13F filings for Q4 2024.