We are live on ! Find out more
EXR icon

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
CFGS
426
Concourse Financial Group Securities
Alabama
$168K -$33.9K -280 -18%
SIM
427
Sentry Investment Management
Wisconsin
$164K -$716K -5,917 -83%
RA
428
Rational Advisors
New York
$163K +$149K +1,227 New
NFG
429
Next Financial Group
Texas
$162K -$22.2K -183 -13%
SIM
430
Sonora Investment Management
Arizona
$162K +$847 +7 +0.6%
First Manhattan
431
First Manhattan
New York
$149K
ED
432
Exane Derivatives
France
$135K -$9.08K -75 -7%
TH
433
TCTC Holdings
Texas
$126K +$69.3K +572 +150%
AIM
434
Anchor Investment Management
South Carolina
$126K +$90.8K +750 +375%
CMBA
435
C.M. Bidwell & Associates
Hawaii
$121K +$111K +915 New
SWM
436
Spire Wealth Management
Virginia
$101K +$92.5K +764 New
FDCDDQ
437
Federation des caisses Desjardins du Quebec
Quebec, Canada
$97.1K
QCG
438
Quadrant Capital Group
Ohio
$96K +$5.45K +45 +7%
BDS
439
Banco de Sabadell
Florida
$86K
GWM
440
Geneos Wealth Management
Colorado
$77K +$242 +2 +0.4%
CTC
441
Central Trust Company
Missouri
$73K
PA
442
Parallel Advisors
California
$68K +$43.1K +356 +225%
CAL
443
Capital Analysts LLC
Pennsylvania
$53K -$847 -7 -2%
IAIM
444
International Assets Investment Management
Florida
$51K
LC
445
Lindbrook Capital
California
$51K +$1.45K +12 +3%
SPIA
446
Steward Partners Investment Advisory
New York
$49.3K +$39.5K +326 +709%
CIA
447
CSat Investment Advisory
Michigan
$48K -$1.33K -11 -3%
Jones Financial Companies
448
Jones Financial Companies
Missouri
$46K +$42.4K +350 New
TPCW
449
TD Private Client Wealth
New York
$41.9K +$4.96K +41 +15%
FHA
450
First Horizon Advisors
Tennessee
$39K

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.