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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
LIM
301
Loudon Investment Management
New Hampshire
$862K -$72.6K -600 -8%
QSS
302
Quantitative Systematic Strategies
Florida
$837K +$765K +6,316 New
HFAS
303
Hummer Financial Advisory Services
Illinois
$835K
DI
304
DFPG Investments
Utah
$832K
PP
305
Palladium Partners
Virginia
$822K -$25.1K -207 -3%
PRWA
306
Platte River Wealth Advisors
Colorado
$807K +$11.5K +95 +2%
PCM
307
Prelude Capital Management
New York
$797K +$336K +2,779 +86%
WC
308
Winmill & Co
New York
$795K
EGM
309
Engineers Gate Manager
New York
$793K -$800K -6,612 -53%
NMIMC
310
Northwestern Mutual Investment Management Company
Wisconsin
$793K -$134K -1,107 -16%
Creative Planning
311
Creative Planning
Kansas
$784K +$37.3K +308 +5%
LCM
312
Logan Capital Management
Pennsylvania
$781K -$13.8K -114 -2%
Nordea Investment Management
313
Nordea Investment Management
Sweden
$763K -$1.57K -13 -0.2%
AP
314
Advisor Partners
California
$755K +$31.7K +262 +5%
CS
315
Candriam SCA
Luxembourg
$752K
PP
316
Paloma Partners
Connecticut
$744K -$244K -2,013 -26%
VFA
317
Values First Advisors
Tennessee
$737K +$37.2K +307 +6%
JCIA
318
Jackson Creek Investment Advisors
Colorado
$728K +$217K +1,794 +48%
NAM
319
NorthCoast Asset Management
Connecticut
$690K +$628K +5,190 New
JF
320
Jump Financial
Illinois
$683K -$80.3K -663 -11%
TCM
321
Tuttle Capital Management
Connecticut
$682K +$623K +5,145 New
AIL
322
AGF Investments LLC
Ontario, Canada
$674K -$229K -1,890 -27%
MML Investors Services
323
MML Investors Services
Massachusetts
$669K -$22.6K -187 -4%
MF
324
Magnetar Financial
Illinois
$663K +$605K +5,000 New
NWM
325
Nicola Wealth Management
British Columbia, Canada
$663K +$605K +5,000 New

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.