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Extra Space Storage

584 hedge funds and large institutions have $21.3B invested in Extra Space Storage in 2021 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 224 increasing their positions, 182 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 30

23% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 182

12% more funds holding

Funds holding: 523584 (+61)

0% less capital invested

Capital invested by funds: $21.3B → $21.3B (-$7.46M)

2.56% less ownership

Funds ownership: 97.35%94.79% (-2.6%)

26% less call options, than puts

Call options by funds: $17.4M | Put options by funds: $23.6M

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
584
Holders Change
+61
Holders Change %
+11.66%
% of All Funds
10.22%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.09%
New
96
Increased
224
Reduced
182
Closed
30
Calls
$17.4M
Puts
$23.6M
Net Calls
-$6.25M
Net Calls Change
-$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
251
Profund Advisors
Maryland
$2.38M +$1.49M +8,450 +148%
M&T Bank
252
M&T Bank
New York
$2.34M +$31.5K +178 +1%
WG
253
Winton Group
United Kingdom
$2.21M +$29.7K +168 +1%
HIMCH
254
Hartford Investment Management Co (HIMCO)
Connecticut
$2.16M -$267K -1,508 -11%
PWA
255
Physician Wealth Advisors
Utah
$2.15M +$40.1K +227 +2%
SNBOSCI
256
Security National Bank of Sioux City Iowa
Iowa
$2.11M -$279K -1,581 -11%
Cambridge Investment Research Advisors
257
Cambridge Investment Research Advisors
Iowa
$2.07M +$107K +606 +5%
VIA
258
Vident Investment Advisory
Georgia
$2.06M -$128K -725 -6%
CIBC Asset Management
259
CIBC Asset Management
Ontario, Canada
$2.01M +$96.2K +544 +5%
CGH
260
Crossmark Global Holdings
Texas
$2M +$419K +2,370 +25%
Truist Financial
261
Truist Financial
North Carolina
$1.98M -$630K -3,562 -23%
SOAMC
262
Spirit of America Management Corp
New York
$1.97M +$17.7K +100 +0.9%
JF
263
Jump Financial
Illinois
$1.92M +$2.02M +11,449 New
Commonwealth Equity Services
264
Commonwealth Equity Services
Massachusetts
$1.92M +$207K +1,169 +11%
TRCT
265
Tower Research Capital (TRC)
New York
$1.9M +$1.42M +8,018 +243%
IG
266
ING Group
Netherlands
$1.89M +$44.4K +251 +2%
OPERF
267
Oregon Public Employees Retirement Fund
Oregon
$1.88M +$94.8K +536 +5%
PHK
268
Point72 Hong Kong
Hong Kong
$1.86M +$1.96M +11,092 New
DILIC
269
Dai-ichi Life Insurance Company
Japan
$1.84M -$106K -601 -5%
Wolverine Trading
270
Wolverine Trading
Illinois
$1.82M +$381K +2,156 +26%
PRC
271
Pearl River Capital
Michigan
$1.82M +$1.91M +10,822 New
Mercer Global Advisors
272
Mercer Global Advisors
Colorado
$1.81M +$244K +1,379 +15%
GCP
273
GSA Capital Partners
United Kingdom
$1.79M +$1.88M +10,651 New
DIA
274
Dana Investment Advisors
Wisconsin
$1.77M -$313K -1,770 -14%
FWCM
275
Ferguson Wellman Capital Management
Oregon
$1.76M -$6.89K -39 -0.4%

EXR Hedge Fund Activity: Q3 2021 in Review

584 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2021, worth a combined $21.3B — down 0.04% from $21.3B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new EXR positions and 30 closed out — a net gain of 66 holders — while 224 added to existing stakes and 182 trimmed.

The largest buyer was Millennium Management, adding an estimated $107M. The largest seller was Cohen & Steers, cutting an estimated $651M.

  • 584 institutional investors held Extra Space Storage (EXR) as of Q3 2021, up from 523 in Q2 2021.
  • Funds reported $21.3B of Extra Space Storage stock for Q3 2021, down 0.04% quarter-over-quarter.
  • 96 funds opened new Extra Space Storage positions in Q3 2021 and 30 closed out, a net change of +66 holders.
  • The largest Extra Space Storage buyer in Q3 2021 was Millennium Management, an estimated $107M added.
  • The largest Extra Space Storage seller in Q3 2021 was Cohen & Steers, an estimated $651M sold.

Based on aggregated 13F filings for Q3 2021.