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Extra Space Storage

521 hedge funds and large institutions have $17.2B invested in Extra Space Storage in 2021 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 212 increasing their positions, 159 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $6.38M

110% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 39

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

33% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 159

16% more capital invested

Capital invested by funds: $14.8B → $17.2B (+$2.38B)

8% more funds holding

Funds holding: 482521 (+39)

1.64% less ownership

Funds ownership: 98.81%97.18% (-1.6%)

Holders
521
Holders Change
+39
Holders Change %
+8.09%
% of All Funds
9.15%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
82
Increased
212
Reduced
159
Closed
39
Calls
$14.4M
Puts
$6.38M
Net Calls
+$8.02M
Net Calls Change
+$7.32M
Name Holding Trade Value Shares
Change
Change in
Stake
DILIC
251
Dai-ichi Life Insurance Company
Japan
$1.53M
CIBC Asset Management
252
CIBC Asset Management
Ontario, Canada
$1.48M -$20.2K -167 -1%
SOAMC
253
Spirit of America Management Corp
New York
$1.47M
AI
254
Atria Investments
North Carolina
$1.47M +$124K +1,027 +10%
N
255
Natixis
France
$1.43M -$13.3M -110,114 -91%
OPERF
256
Oregon Public Employees Retirement Fund
Oregon
$1.41M +$70.6K +583 +6%
FWCM
257
Ferguson Wellman Capital Management
Oregon
$1.4M -$16.8K -139 -1%
RJFSA
258
Raymond James Financial Services Advisors
Florida
$1.38M -$39.6K -327 -3%
MYAM
259
Meiji Yasuda Asset Management
Japan
$1.37M +$36.3K +300 +3%
ClearBridge Investments
260
ClearBridge Investments
New York
$1.34M
CGH
261
Crossmark Global Holdings
Texas
$1.31M -$82.3K -680 -6%
Commonwealth Equity Services
262
Commonwealth Equity Services
Massachusetts
$1.28M +$15.4K +127 +1%
MSRPS
263
Maryland State Retirement & Pension System
Maryland
$1.28M +$921K +7,608 +374%
BC
264
Bridgefront Capital
Texas
$1.26M +$1.16M +9,547 New
Millennium Management
265
Millennium Management
New York
$1.26M -$7.95M -65,639 -87%
TRSOTSOK
266
Teachers Retirement System of the State of Kentucky
Kentucky
$1.26M -$121K -1,000 -9%
AIC
267
Aurora Investment Counsel
Georgia
$1.24M -$25.2K -208 -2%
VWM
268
Venturi Wealth Management
Texas
$1.23M -$1.1M -9,064 -49%
UCFA
269
United Capital Financial Advisors
Texas
$1.18M +$32.7K +270 +3%
CM
270
Capital Management
Virginia
$1.17M
TFCM
271
Taylor Frigon Capital Management
Arizona
$1.17M +$29.1K +240 +3%
Mercer Global Advisors
272
Mercer Global Advisors
Colorado
$1.16M +$804K +6,639 +313%
IG
273
ING Group
Netherlands
$1.16M +$20.6K +170 +2%
FWIA
274
Fort Washington Investment Advisors
Ohio
$1.14M +$278K +2,300 +36%
AQR Capital Management
275
AQR Capital Management
Connecticut
$1.11M -$122K -1,010 -11%

EXR Hedge Fund Activity: Q1 2021 in Review

521 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q1 2021, worth a combined $17.2B — up 16% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new EXR positions and 39 closed out — a net gain of 43 holders — while 212 added to existing stakes and 159 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $87.2M. The largest seller was PGGM Investments, cutting an estimated $149M.

  • 521 institutional investors held Extra Space Storage (EXR) as of Q1 2021, up from 482 in Q4 2020.
  • Funds reported $17.2B of Extra Space Storage stock for Q1 2021, up 16% quarter-over-quarter.
  • 82 funds opened new Extra Space Storage positions in Q1 2021 and 39 closed out, a net change of +43 holders.
  • The largest Extra Space Storage buyer in Q1 2021 was Massachusetts Financial Services, an estimated $87.2M added.
  • The largest Extra Space Storage seller in Q1 2021 was PGGM Investments, an estimated $149M sold.

Based on aggregated 13F filings for Q1 2021.