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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
CCM
376
Carderock Capital Management
Maryland
$333K +$51.8K +428 +21%
CAM
377
Cresset Asset Management
Illinois
$328K +$80.3K +663 +37%
RG
378
Renaissance Group
Kentucky
$326K -$15K -124 -5%
Bessemer Group
379
Bessemer Group
New Jersey
$326K -$7.14K -59 -2%
BCV
380
Banque Cantonale Vaudoise
Switzerland
$321K -$36.3K -300 -11%
Jacobs Levy Equity Management
381
Jacobs Levy Equity Management
New Jersey
$320K – – –
SAM
382
Shell Asset Management
Netherlands
$301K -$1.96M -16,165 -88%
SSA
383
Schonfeld Strategic Advisors
New York
$300K +$274K +2,266 New
RMCM
384
Reynders McVeigh Capital Management
Massachusetts
$299K – – –
HI
385
Harbour Investments
Wisconsin
$298K +$272K +2,250 New
PAMP
386
Polar Asset Management Partners
Ontario, Canada
$297K +$272K +2,244 New
WT
387
Washington Trust
Rhode Island
$295K – – –
WPP
388
Whalerock Point Partners
Rhode Island
$295K – – –
EWM
389
Empirical Wealth Management
Washington
$294K -$107K -882 -28%
AAM
390
Azzad Asset Management
Virginia
$277K +$12.6K +104 +5%
IA
391
IndexIQ Advisors
New York
$273K +$35.2K +291 +16%
BSW
392
Buckingham Strategic Wealth
Missouri
$269K – – –
PI
393
Putnam Investments
Massachusetts
$269K +$246K +2,031 New
DT
394
Diversified Trust
Tennessee
$264K +$241K +1,990 New
JIC
395
Johnson Investment Counsel
Ohio
$264K +$241K +1,994 New
SCA
396
Snowden Capital Advisors
New York
$262K +$239K +1,978 New
Janney Montgomery Scott
397
Janney Montgomery Scott
Pennsylvania
$258K -$23.5K -194 -9%
HighTower Advisors
398
HighTower Advisors
Illinois
$258K +$12.8K +106 +6%
VPIM
399
Vanguard Personalized Indexing Management
California
$258K +$235K +1,943 New
B
400
Bailard
California
$254K -$12.1K -100 -5%
14 15
16
17 18

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.