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Extra Space Storage

792 hedge funds and large institutions have $30.4B invested in Extra Space Storage in 2025 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 299 increasing their positions, 283 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
792
Holders Change
+2
Holders Change %
+0.25%
% of All Funds
10.62%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.13%
New
91
Increased
299
Reduced
283
Closed
75
Calls
$14.6M
Puts
$17.5M
Net Calls
-$2.96M
Net Calls Change
+$16.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
501
Segment Wealth Management
Texas
$368K +$105K +715 +40%
LFAS
502
Level Four Advisory Services
Texas
$368K +$6.05K +41 +2%
SAM
503
Shell Asset Management
Netherlands
$364K +$158K +1,069 +77%
MAS
504
Meeder Advisory Services
Ohio
$363K -$1.47K -10 -0.4%
EW
505
Evoke Wealth
California
$360K +$360K +2,443 New
ACA
506
Aptus Capital Advisors
Alabama
$359K +$115K +781 +47%
WWC
507
Waypoint Wealth Counsel
Georgia
$359K +$359K +2,435 New
DCM
508
Delta Capital Management
New Jersey
$359K
EWM
509
Empirical Wealth Management
Washington
$352K +$39.1K +265 +13%
ECM
510
Everence Capital Management
Indiana
$351K -$63.4K -430 -15%
PL
511
Perpetual Ltd
Australia
$350K -$5.9K -40 -2%
RMCM
512
Reynders McVeigh Capital Management
Massachusetts
$346K
GT
513
Glenview Trust
Kentucky
$346K -$4.72K -32 -1%
WA
514
Waverly Advisors
Alabama
$340K +$133K +899 +64%
LIM
515
Leavell Investment Management
Alabama
$339K
TCA
516
Transcend Capital Advisors
New Jersey
$337K +$337K +2,285 New
TC
517
TownSquare Capital
Utah
$332K -$1.17M -7,968 -78%
AIS
518
American Investment Services
Massachusetts
$332K +$5.46K +37 +2%
GT
519
Greenleaf Trust
Michigan
$332K -$53.1K -360 -14%
CIA
520
Choate Investment Advisors
Massachusetts
$329K +$147 +1 +0%
KPWS
521
Kestra Private Wealth Services
Texas
$328K +$5.75K +39 +2%
LIM
522
Loudon Investment Management
New Hampshire
$327K -$22.1K -150 -6%
Wolverine Trading
523
Wolverine Trading
Illinois
$321K -$156K -1,071 -33%
IAA
524
Independent Advisor Alliance
North Carolina
$314K +$15.5K +105 +5%
LWAM
525
Legacy Wealth Asset Management
Minnesota
$314K +$3.24K +22 +1%