EXR icon

Extra Space Storage

803 hedge funds and large institutions have $30.4B invested in Extra Space Storage in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 302 increasing their positions, 285 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2% more capital invested

Capital invested by funds: $29.9B → $30.4B (+$457M)

1% more funds holding

Funds holding: 796803 (+7)

17% less call options, than puts

Call options by funds: $14.6M | Put options by funds: $17.5M

Holders
803
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.6M
Puts
$17.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
501
William Blair & Company
Illinois
$379K
IF
502
Intrua Financial
Texas
$373K
VSQM
503
V-Square Quantitative Management
Illinois
$372K
FRM
504
Fox Run Management
Connecticut
$372K
SWM
505
Segment Wealth Management
Texas
$368K
LFAS
506
Level Four Advisory Services
Texas
$368K
SAM
507
Shell Asset Management
Netherlands
$364K
MAS
508
Meeder Advisory Services
Ohio
$363K
EW
509
Evoke Wealth
California
$360K
ACA
510
Aptus Capital Advisors
Alabama
$359K
WWC
511
Waypoint Wealth Counsel
Georgia
$359K
DCM
512
Delta Capital Management
New Jersey
$359K
EWM
513
Empirical Wealth Management
Washington
$352K
ECM
514
Everence Capital Management
Indiana
$351K
PL
515
Perpetual Ltd
Australia
$350K
RMCM
516
Reynders McVeigh Capital Management
Massachusetts
$346K
GT
517
Glenview Trust
Kentucky
$346K
WA
518
Waverly Advisors
Alabama
$340K
LIM
519
Leavell Investment Management
Alabama
$339K
TCA
520
Transcend Capital Advisors
New Jersey
$337K
TC
521
TownSquare Capital
Utah
$332K
AIS
522
American Investment Services
Massachusetts
$332K
GT
523
Greenleaf Trust
Michigan
$332K
CIA
524
Choate Investment Advisors
Massachusetts
$329K
KPWS
525
Kestra Private Wealth Services
Texas
$328K