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Extra Space Storage

800 hedge funds and large institutions have $30.9B invested in Extra Space Storage in 2025 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 304 increasing their positions, 270 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 73

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

13% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 270

2% more funds holding

Funds holding: 781800 (+19)

1.83% more ownership

Funds ownership: 96.29%98.12% (+1.8%)

1% more capital invested

Capital invested by funds: $30.5B → $30.9B (+$385M)

52% less call options, than puts

Call options by funds: $18.1M | Put options by funds: $37.7M

Holders
800
Holders Change
+19
Holders Change %
+2.43%
% of All Funds
10.73%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
103
Increased
304
Reduced
270
Closed
73
Calls
$18.1M
Puts
$37.7M
Net Calls
-$19.6M
Net Calls Change
-$25.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
251
Wealth Enhancement Advisory Services
Minnesota
$3.36M +$1.06M +6,964 +45%
Allspring Global Investments
252
Allspring Global Investments
North Carolina
$3.29M +$60.4K +398 +2%
OAM
253
OP Asset Management
$3.28M +$3.35M +22,092 New
Commonwealth Equity Services
254
Commonwealth Equity Services
Massachusetts
$3.22M +$90.5K +597 +3%
II
255
Inspire Investing
Idaho
$3.19M +$136K +896 +4%
MFS
256
Mattson Financial Services
Michigan
$3.15M +$483K +3,187 +18%
OSAM
257
O'Shaughnessy Asset Management
Connecticut
$3.09M +$938K +6,188 +42%
Mackenzie Financial
258
Mackenzie Financial
Ontario, Canada
$3.08M +$360K +2,371 +13%
NB
259
Norinchukin Bank
Japan
$3.07M +$281K +1,850 +10%
Fidelity International
260
Fidelity International
Bermuda
$3.03M -$1.43M -9,453 -32%
Carson Wealth (CWM LLC)
261
Carson Wealth (CWM LLC)
Nebraska
$3.03M +$2.34M +15,454 +312%
PAG
262
Private Advisor Group
New Jersey
$3M -$12.1K -80 -0.4%
DWM
263
Diversify Wealth Management
Utah
$3M -$6.67K -44 -0.2%
BIM
264
Brentview Investment Management
Illinois
$2.98M +$156K +1,027 +5%
VPIM
265
Vanguard Personalized Indexing Management
California
$2.93M +$197K +1,297 +7%
CG
266
Castellan Group
Kentucky
$2.91M -$243K -1,602 -8%
DPIM
267
Duff & Phelps Investment Management
Illinois
$2.88M -$2.44M -16,100 -45%
PGFC
268
Peapack-Gladstone Financial Corp
New Jersey
$2.83M -$10K -66 -0.3%
RIM
269
Rakuten Investment Management
Japan
$2.82M +$2.94M +19,375 New
AAS
270
Avantax Advisory Services
Texas
$2.8M +$59.3K +391 +2%
Mariner
271
Mariner
Kansas
$2.79M +$534K +3,520 +23%
Creative Planning
272
Creative Planning
Kansas
$2.79M +$458K +3,021 +19%
OPERF
273
Oregon Public Employees Retirement Fund
Oregon
$2.7M +$1.52K +10 +0.1%
NIM
274
NEOS Investment Management
Connecticut
$2.67M +$1.07M +7,067 +65%
Jane Street
275
Jane Street
New York
$2.65M +$2.71M +17,853 New

EXR Hedge Fund Activity: Q1 2025 in Review

800 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q1 2025, worth a combined $30.9B — up 1.3% from $30.5B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new EXR positions and 73 closed out — a net gain of 30 holders — while 304 added to existing stakes and 270 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $877M. The largest seller was Capital World Investors, cutting an estimated $2.02B.

  • 800 institutional investors held Extra Space Storage (EXR) as of Q1 2025, up from 781 in Q4 2024.
  • Funds reported $30.9B of Extra Space Storage stock for Q1 2025, up 1.3% quarter-over-quarter.
  • 103 funds opened new Extra Space Storage positions in Q1 2025 and 73 closed out, a net change of +30 holders.
  • The largest Extra Space Storage buyer in Q1 2025 was Cohen & Steers, an estimated $877M added.
  • The largest Extra Space Storage seller in Q1 2025 was Capital World Investors, an estimated $2.02B sold.

Based on aggregated 13F filings for Q1 2025.