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Extra Space Storage
EXR

792 hedge funds and large institutions have $28.1B invested in Extra Space Storage in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 276 increasing their positions, 294 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $29M | Put options by funds: $18.4M

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (0)

5% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 85

6% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 294

2% less funds holding

Funds holding: 809 → 792 (-17)

3.22% less ownership

Funds ownership: 97.19% → 93.96% (-3.2%)

8% less capital invested

Capital invested by funds: $30.4B → $28.1B (-$2.34B)

Holders
792
Holders Change
-17
Holders Change %
-2.1%
% of All Funds
10.4%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
81
Increased
276
Reduced
294
Closed
85
Calls
$29M
Puts
$18.4M
Net Calls
+$10.7M
Net Calls Change
+$13.6M

Top Buyers

1
UBS AM
UBS AM
Illinois
+$283M
2
Deutsche Bank
Deutsche Bank
Germany
+$217M
3
RC
Resolution Capital
Australia
+$125M
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$95.5M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$75.6M

Top Sellers

1
HCM
Hamlin Capital Management
New York
-$133M
2
Citadel Advisors
Citadel Advisors
Florida
-$118M
3
JP Morgan Chase
JP Morgan Chase
New York
-$92.9M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$81.9M
5
Marshall Wace
Marshall Wace
United Kingdom
-$67M
Name Holding Trade Value Shares
Change 		Change in
Stake
GT
501
Greenleaf Trust
Michigan
$304K -$13.4K -93 -4%
RA
502
RFG Advisory
Alabama
$303K -$209K -1,454 -40%
EWA
503
EverSource Wealth Advisors
Alabama
$302K -$203K -1,411 -40%
LWAM
504
Legacy Wealth Asset Management
Minnesota
$301K +$1.29K +9 +0.4%
IAA
505
Independent Advisor Alliance
North Carolina
$297K -$2.87K -20 -0.9%
WA
506
Waverly Advisors
Alabama
$297K -$28.6K -199 -9%
PCMF
507
Private Capital Management (Florida)
Florida
$296K +$302K +2,100 New
DTL
508
Dynamic Technology Lab
Singapore
$294K -$142K -988 -32%
CI
509
Cigna Investments
Connecticut
$294K – – –
OCM
510
One Capital Management
California
$293K -$4.45K -31 -1%
FG
511
Fiduciary Group
Georgia
$292K – – –
JTWM
512
Jackson Thornton Wealth Management
Alabama
$290K +$292K +2,034 New
WT
513
Whittier Trust
California
$289K – – –
WSFS
514
Wilmington Savings Fund Society
Delaware
$286K -$129K -895 -31%
CTC
515
Cetera Trust Company
Minnesota
$285K – – –
PWM
516
Perigon Wealth Management
California
$284K +$290K +2,018 New
EWM
517
Empirical Wealth Management
Washington
$282K -$55.3K -385 -16%
SPFA
518
Summit Place Financial Advisors
New Jersey
$282K +$287K +2,000 New
EW
519
Evoke Wealth
California
$280K -$65.5K -456 -19%
CL
520
Choreo LLC
Illinois
$279K -$943K -6,567 -77%
SPC
521
Sigma Planning Corp
Michigan
$279K +$85.2K +593 +43%
RCM
522
Requisite Capital Management
Texas
$278K +$283K +1,970 New
NGA
523
Naples Global Advisors
Florida
$277K +$18K +125 +7%
Jones Financial Companies
524
Jones Financial Companies
Missouri
$276K -$7.33K -51 -3%
AAIS
525
ABN AMRO Investment Solutions
$275K – – –
19 20
21
22 23

EXR Hedge Fund Activity: Q3 2025 in Review

792 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2025, worth a combined $28.1B — down 7.7% from $30.4B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of EXR and 81 opened new positions — a net loss of 4 holders — while 294 trimmed existing stakes and 276 added.

The largest buyer was UBS AM, adding an estimated $283M. The largest seller was Hamlin Capital Management, exiting entirely with an estimated $133M sold.

  • 792 institutional investors held Extra Space Storage (EXR) as of Q3 2025, down from 809 in Q2 2025.
  • Funds reported $28.1B of Extra Space Storage stock for Q3 2025, down 7.7% quarter-over-quarter.
  • 81 funds opened new Extra Space Storage positions in Q3 2025 and 85 closed out, a net change of -4 holders.
  • The largest Extra Space Storage buyer in Q3 2025 was UBS AM, an estimated $283M added.
  • The largest Extra Space Storage seller in Q3 2025 was Hamlin Capital Management, an estimated $133M sold.

Based on aggregated 13F filings for Q3 2025.