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Extra Space Storage
EXR

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: 4 → 6 (+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: 482 → 521 (+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

Top Buyers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$87.2M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$80.6M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$77.2M
4
Cohen & Steers
Cohen & Steers
New York
+$64.3M
5
Bank of America
Bank of America
North Carolina
+$47.6M

Top Sellers

Rank Fund Capital Flow
1
PI
PGGM Investments
Netherlands
-$149M
2
Citadel Advisors
Citadel Advisors
Florida
-$79.6M
3
ZP
Zimmer Partners
New York
-$64.2M
4
APG Asset Management
APG Asset Management
Netherlands
-$43.6M
5
Invesco
Invesco
Georgia
-$34.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
WI
351
Wintrust Investments
Illinois
$473K -$4.96K -41 -1%
OWM
352
OneAscent Wealth Management
Alabama
$462K +$22K +182 +6%
EMG
353
ETF Managers Group
New Jersey
$448K +$54.2K +448 +15%
IMRF
354
Illinois Municipal Retirement Fund
Illinois
$434K – – –
PAS
355
Park Avenue Securities
New York
$427K +$5.21K +43 +1%
JWCA
356
J.W. Coons Advisors
Ohio
$426K -$1.21K -10 -0.3%
LOAME
357
Lombard Odier Asset Management (Europe)
United Kingdom
$418K +$382K +3,155 New
HF
358
HRT Financial
New York
$407K +$373K +3,077 New
LIA
359
LS Investment Advisors
Michigan
$401K -$918K -7,580 -71%
AG
360
AlphaSimPlex Group
Massachusetts
$401K – – –
AG
361
Appleton Group
Wisconsin
$393K +$359K +2,964 New
BBVA
362
Banco Bilbao Vizcaya Argentaria
Spain
$389K +$13.6K +112 +4%
SLAM
363
Swiss Life Asset Management
$385K +$352K +2,904 New
BS
364
Banco Santander
Spain
$378K +$345K +2,851 New
WP
365
WealthSource Partners
California
$368K +$605 +5 +0.2%
AWA
366
Arkadios Wealth Advisors
Georgia
$366K +$25.2K +208 +8%
Northwestern Mutual Wealth Management
367
Northwestern Mutual Wealth Management
Wisconsin
$363K -$37.4K -309 -10%
LOAMS
368
Lombard Odier Asset Management (Switzerland)
Switzerland
$362K +$330K +2,729 New
ECM
369
Everence Capital Management
Indiana
$361K – – –
AAS
370
Avantax Advisory Services
Texas
$358K +$324K +2,673 New
Rockefeller Capital Management
371
Rockefeller Capital Management
New York
$357K +$230K +1,900 +237%
I
372
INVST
Indiana
$356K -$204K -1,686 -41%
GCP
373
GSA Capital Partners
United Kingdom
$354K -$75.2K -621 -19%
HGWM
374
Horst & Graben Wealth Management
Oregon
$353K – – –
FC
375
FCA Corp
Texas
$339K – – –
13 14
15
16 17

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.