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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
CFO
476
CVA Family Office
Colorado
$12K +$10.9K +90 New
SLF
477
Sun Life Financial
Ontario, Canada
$10K +$121 +1 +1%
ZB
478
Zions Bancorporation
Utah
$9K -$2.06K -17 -19%
EW
479
Evoke Wealth
California
$9K
FMII
480
Farmers & Merchants Investments Inc
Nebraska
$9K
EARNEST Partners
481
EARNEST Partners
Georgia
$8K
Loomis, Sayles & Company
482
Loomis, Sayles & Company
Massachusetts
$8K +$7.14K +59 New
NIC
483
Northwest Investment Counselors
Oregon
$7K +$6.42K +53 New
GEA
484
Glen Eagle Advisors
New Jersey
$6.36K
IA
485
IFP Advisors
Florida
$6K -$16.3K -135 -78%
IFAM
486
Institutional & Family Asset Management
Colorado
$6K
AIG
487
American International Group
New York
$5.72K +$30.9K +255 +0.6%
PFBT
488
Parkside Financial Bank & Trust
Missouri
$5K +$1.94K +16 +89%
Carson Wealth (CWM LLC)
489
Carson Wealth (CWM LLC)
Nebraska
$4K
FHC
490
First Horizon Corporation
Tennessee
$4K
TWA
491
TCI Wealth Advisors
Arizona
$4K
TCOV
492
Trust Company of Vermont
Vermont
$4K
TFS
493
TrustCore Financial Services
Tennessee
$4K
EFSCE
494
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$847 +7 +32%
FMP
495
Financial Management Professionals
Texas
$3K
HIA
496
Harbor Investment Advisory
Maryland
$3K
VFA
497
Valeo Financial Advisors
Indiana
$3K
MPWT
498
MassMutual Private Wealth & Trust
Connecticut
$3K +$2.79K +23 New
BWA
499
BDO Wealth Advisors
Florida
$3K +$3.03K +25 New
VBCG
500
Valley Brook Capital Group
Pennsylvania
$3K +$3.15K +26 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.