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Extra Space Storage

584 hedge funds and large institutions have $21.3B invested in Extra Space Storage in 2021 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 224 increasing their positions, 182 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 30

23% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 182

12% more funds holding

Funds holding: 523584 (+61)

0% less capital invested

Capital invested by funds: $21.3B → $21.3B (-$7.46M)

2.56% less ownership

Funds ownership: 97.35%94.79% (-2.6%)

26% less call options, than puts

Call options by funds: $17.4M | Put options by funds: $23.6M

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
584
Holders Change
+61
Holders Change %
+11.66%
% of All Funds
10.22%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.09%
New
96
Increased
224
Reduced
182
Closed
30
Calls
$17.4M
Puts
$23.6M
Net Calls
-$6.25M
Net Calls Change
-$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
526
Salem Investment Counselors
North Carolina
$25K
MA
527
MUFG Americas
New York
$23K +$23.9K +135 New
GWSG
528
GPS Wealth Strategies Group
Colorado
$22K +$5.66K +32 +32%
PWMG
529
Prestige Wealth Management Group
New Jersey
$21K
FF
530
FourThought Financial
Florida
$20K
HFM
531
Harvest Fund Management
China
$20K
IA
532
IFP Advisors
Florida
$19K +$12K +68 +174%
BMD
533
Better Money Decisions
New Mexico
$18K
WT
534
Whittier Trust
California
$16K
Nisa Investment Advisors
535
Nisa Investment Advisors
Missouri
$14.9K +$419K +2,368 +3%
GI
536
Gradient Investments
Minnesota
$14K -$9.9K -56 -40%
ZB
537
Zions Bancorporation
Utah
$12K
CWM
538
Cranbrook Wealth Management
Michigan
$11K
TSW
539
Thompson Siegel & Walmsley
Virginia
$11K
SAI
540
Systematic Alpha Investments
New Jersey
$11K +$9.72K +55 New
AF
541
Allworth Financial
California
$11K +$11.3K +64 New
EW
542
Evoke Wealth
California
$10K -$7.96K -45 -43%
EARNEST Partners
543
EARNEST Partners
Georgia
$10K
BIA
544
Bell Investment Advisors
California
$10K +$10.4K +59 New
IFAM
545
Institutional & Family Asset Management
Colorado
$9K
GEA
546
Glen Eagle Advisors
New Jersey
$8.06K
RA
547
Resolute Advisors
California
$8K
PFBT
548
Parkside Financial Bank & Trust
Missouri
$8K +$2.65K +15 +44%
WQ
549
Wealth Quarterback
New Jersey
$8K +$4.6K +26 +118%
ST
550
Sageworth Trust
Pennsylvania
$7K

EXR Hedge Fund Activity: Q3 2021 in Review

584 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2021, worth a combined $21.3B — down 0.04% from $21.3B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new EXR positions and 30 closed out — a net gain of 66 holders — while 224 added to existing stakes and 182 trimmed.

The largest buyer was Millennium Management, adding an estimated $107M. The largest seller was Cohen & Steers, cutting an estimated $651M.

  • 584 institutional investors held Extra Space Storage (EXR) as of Q3 2021, up from 523 in Q2 2021.
  • Funds reported $21.3B of Extra Space Storage stock for Q3 2021, down 0.04% quarter-over-quarter.
  • 96 funds opened new Extra Space Storage positions in Q3 2021 and 30 closed out, a net change of +66 holders.
  • The largest Extra Space Storage buyer in Q3 2021 was Millennium Management, an estimated $107M added.
  • The largest Extra Space Storage seller in Q3 2021 was Cohen & Steers, an estimated $651M sold.

Based on aggregated 13F filings for Q3 2021.