We are live on ! Find out more
EXR icon

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
WP
376
WealthSource Partners
California
$473K +$7.25K +41 +1%
ECM
377
Everence Capital Management
Indiana
$457K
PDN
378
Pensionfund DSM Netherlands
Netherlands
$454K +$477K +2,700 New
HI
379
Horizon Investments
North Carolina
$453K -$73.4K -415 -13%
CA
380
Capitolis Advisors
New York
$451K +$74.3K +420 +21%
HGWM
381
Horst & Graben Wealth Management
Oregon
$450K +$3.36K +19 +0.7%
VPIM
382
Vanguard Personalized Indexing Management
California
$450K +$74.6K +422 +19%
AWA
383
Arkadios Wealth Advisors
Georgia
$443K -$91.6K -518 -16%
SI
384
Stephens Inc
Arkansas
$439K -$276K -1,559 -37%
Bessemer Group
385
Bessemer Group
New Jersey
$439K +$21.7K +123 +5%
CAM
386
Cresset Asset Management
Illinois
$421K +$58.3K +330 +15%
Capstone Investment Advisors
387
Capstone Investment Advisors
New York
$421K +$443K +2,504 New
Cetera Investment Advisers
388
Cetera Investment Advisers
Illinois
$416K +$208K +1,176 +90%
TWM
389
TriaGen Wealth Management
California
$412K +$434K +2,453 New
Janney Montgomery Scott
390
Janney Montgomery Scott
Pennsylvania
$407K +$82.7K +468 +24%
WFI
391
West Family Investments
California
$400K +$37.1K +210 +10%
RG
392
Renaissance Group
Kentucky
$399K
SCM
393
Stevens Capital Management
Pennsylvania
$391K -$64.3K -364 -14%
AAIM
394
American Assets Investment Management
California
$390K +$411K +2,324 New
RMCM
395
Reynders McVeigh Capital Management
Massachusetts
$383K +$17.7K +100 +5%
IA
396
IndexIQ Advisors
New York
$382K +$19.8K +112 +5%
I
397
INVST
Indiana
$379K -$8.31K -47 -2%
WCA
398
Westover Capital Advisors
Delaware
$378K -$2.48K -14 -0.6%
WT
399
Washington Trust
Rhode Island
$374K
WPP
400
Whalerock Point Partners
Rhode Island
$374K

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.