Extra Space Storage
523 hedge funds and large institutions have $21.3B invested in Extra Space Storage in 2021 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 200 increasing their positions, 187 reducing their positions, and 53 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
24% more capital invested
Capital invested by funds: $17.2B → $21.3B (+$4.12B)
13% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 53
7% more repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 187
0% more funds holding
Funds holding: 521 → 523 (+2)
0.17% more ownership
Funds ownership: 97.18% → 97.35% (+0.17%)
21% less call options, than puts
Call options by funds: $14.1M | Put options by funds: $17.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$143M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$97.5M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$75.8M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$62.2M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$50.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$171M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$72.3M |
| 3 |
Daiwa Securities Group
Tokyo,
Japan
|
-$50.8M |
| 4 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
-$41.1M |
| 5 |
Cohen & Steers
New York
|
-$41M |
EXR Hedge Fund Activity: Q2 2021 in Review
523 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q2 2021, worth a combined $21.3B — up 24% from $17.2B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new EXR positions and 53 closed out — a net gain of 7 holders — while 200 added to existing stakes and 187 trimmed.
The largest buyer was Principal Financial Group, adding an estimated $143M. The largest seller was Invesco, cutting an estimated $171M.
- 523 institutional investors held Extra Space Storage (EXR) as of Q2 2021, up from 521 in Q1 2021.
- Funds reported $21.3B of Extra Space Storage stock for Q2 2021, up 24% quarter-over-quarter.
- 60 funds opened new Extra Space Storage positions in Q2 2021 and 53 closed out, a net change of +7 holders.
- The largest Extra Space Storage buyer in Q2 2021 was Principal Financial Group, an estimated $143M added.
- The largest Extra Space Storage seller in Q2 2021 was Invesco, an estimated $171M sold.
Based on aggregated 13F filings for Q2 2021.