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
OSAM
451
O'Shaughnessy Asset Management
Connecticut
$32K +$13.7K +113 +90%
AIC
452
Ameritas Investment Company
Nebraska
$31.1K +$28.5K +235 New
S
453
SignatureFD
Georgia
$31K -$969 -8 -3%
SWA
454
Sutton Wealth Advisors
Florida
$29.4K
APA
455
American Portfolios Advisors
New York
$29K +$8.84K +73 +50%
ST
456
Smithfield Trust
Pennsylvania
$29K
HNB
457
Huntington National Bank
Ohio
$29K +$121 +1 +0.5%
RFA
458
Reilly Financial Advisors
California
$28K +$121 +1 +0.5%
GAM
459
Gemmer Asset Management
California
$27K
CI
460
CX Institutional
Indiana
$26K +$4.48K +37 +23%
EI
461
Ellevest Inc
New York
$25K +$2.79K +23 +14%
GI
462
Gradient Investments
Minnesota
$23K -$10.4M -85,850 -100%
PCG
463
Private Capital Group
Connecticut
$21K -$41.3K -341 -68%
HPC
464
HM Payson & Co
Maine
$20K -$36.3K -300 -67%
NFSG
465
Newbridge Financial Services Group
Florida
$19K
SIC
466
Salem Investment Counselors
North Carolina
$19K
PWMG
467
Prestige Wealth Management Group
New Jersey
$17K
HFM
468
Harvest Fund Management
China
$16K -$605 -5 -4%
BCA
469
Berman Capital Advisors
Georgia
$16K +$1.45K +12 +11%
BMD
470
Better Money Decisions
New Mexico
$15K +$13.3K +110 New
FF
471
FourThought Financial
Florida
$13K
WT
472
Whittier Trust
California
$13K +$11.5K +95 New
GWSG
473
GPS Wealth Strategies Group
Colorado
$13K +$12.1K +100 New
Nisa Investment Advisors
474
Nisa Investment Advisors
Missouri
$12.7K -$395K -3,263 -3%
CWM
475
Cranbrook Wealth Management
Michigan
$12K +$10.7K +88 New

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.