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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
HI
401
Harbour Investments
Wisconsin
$373K +$6.54K +37 +2%
KFA
402
Krane Funds Advisors
New York
$370K -$214K -1,209 -35%
LWM
403
Liberty Wealth Management
California
$368K +$78K +441 +26%
SW
404
SteelPeak Wealth
California
$355K -$360K -2,034 -49%
GI
405
GAMCO Investors
Connecticut
$353K +$371K +2,100 New
FC
406
FORA Capital
Florida
$349K +$368K +2,080 New
CAG
407
Curtis Advisory Group
California
$346K
BSW
408
Buckingham Strategic Wealth
Missouri
$344K -$15.4K -87 -4%
PI
409
Putnam Investments
Massachusetts
$344K +$3.36K +19 +0.9%
TC
410
TownSquare Capital
Utah
$344K +$77.4K +438 +27%
SPC
411
Sigma Planning Corp
Michigan
$338K +$98.8K +559 +39%
KJHP
412
K.J. Harrison & Partners
Ontario, Canada
$338K +$354K +2,000 New
SVWAG
413
Sound View Wealth Advisors Group
Georgia
$332K -$15K -85 -4%
AC
414
Allstate Corporation
Illinois
$329K -$432K -2,441 -55%
GTCM
415
Gyon Technologies Capital Management
New Jersey
$327K +$111K +629 +48%
SSA
416
Schonfeld Strategic Advisors
New York
$327K +$344K +1,947 New
QT
417
Quantamental Technologies
New York
$325K +$342K +1,933 New
HF
418
HRT Financial
New York
$316K -$6.28M -35,536 -95%
AIP
419
Ameritas Investment Partners
Nebraska
$316K
B
420
Bailard
California
$315K
EWM
421
Empirical Wealth Management
Washington
$306K -$71.8K -406 -18%
MWNA
422
Marshall Wace North America
New York
$302K +$318K +1,800 New
BCI
423
Brinker Capital Investments
Pennsylvania
$301K
CAGAS
424
Capital Advisory Group Advisory Services
Minnesota
$297K +$17.7K +100 +6%
BC
425
Burney Company
Virginia
$295K +$1.77K +10 +0.6%

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.