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Extra Space Storage
EXR

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: 4 → 6 (+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: 482 → 521 (+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

Top Buyers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$87.2M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$80.6M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$77.2M
4
Cohen & Steers
Cohen & Steers
New York
+$64.3M
5
Bank of America
Bank of America
North Carolina
+$47.6M

Top Sellers

Rank Fund Capital Flow
1
PI
PGGM Investments
Netherlands
-$149M
2
Citadel Advisors
Citadel Advisors
Florida
-$79.6M
3
ZP
Zimmer Partners
New York
-$64.2M
4
APG Asset Management
APG Asset Management
Netherlands
-$43.6M
5
Invesco
Invesco
Georgia
-$34.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
501
Glassman Wealth Services
Virginia
$2K -$847 -7 -28%
CWC
502
Carolinas Wealth Consulting
North Carolina
$2K – – –
Fidelity International
503
Fidelity International
Bermuda
$2K – – –
SBL
504
Sargent Bickham Lagudis
Colorado
$2K – – –
SFO
505
Standard Family Office
South Dakota
$2K – – –
PCIA
506
Prime Capital Investment Advisors
Kansas
$2K +$1.57K +13 New
ACM
507
Allred Capital Management
Texas
$1.06K +$969 +8 New
SFS
508
Sowell Financial Services
Arkansas
$1K -$271K -2,240 -100%
FPS
509
Fieldpoint Private Securities
Connecticut
$1K – – –
TFO
510
Tarbox Family Office
California
$1K – – –
MCM
511
MV Capital Management
Maryland
$1K +$847 +7 New
RCM
512
Regency Capital Management
Hawaii
$1K +$969 +8 New
ADIM
513
Alpha DNA Investment Management
Maryland
$1K +$1.33K +11 New
BBHC
514
Brown Brothers Harriman & Co
New York
$1 +$847 +7 New
CGM
515
Capital Growth Management
Massachusetts
– -$9.85M -85,000 Closed
Arrowstreet Capital
516
Arrowstreet Capital
Massachusetts
– -$7.04M -60,783 Closed
BFG
517
Berger Financial Group
Minnesota
– -$4.33M -37,361 Closed
CC
518
Cipher Capital
New York
– -$3.9M -33,651 Closed
O
519
Ossiam
France
– -$3.04M -26,224 Closed
OAM
520
Optimal Asset Management
California
– -$2.73M -23,518 Closed
ECM
521
ExodusPoint Capital Management
New York
– -$2.64M -22,794 Closed
LAM
522
LifePro Asset Management
California
– -$2.55M -21,993 Closed
GSC
523
G&S Capital
Colorado
– -$2.5M -21,579 Closed
IAN
524
Integrated Advisors Network
Texas
– -$2.48M -21,367 Closed
MSA
525
Mason Street Advisors
Wisconsin
– -$2.07M -17,828 Closed
19 20
21
22 23

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.