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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
VCM
551
Vigilant Capital Management
Maine
$7K
MCM
552
MV Capital Management
Maryland
$7K +$2.3K +13 +48%
GWS
553
Glassman Wealth Services
Virginia
$7K +$2.83K +16 +57%
AS
554
Altshuler Shaham
Israel
$7K +$7.25K +41 New
GPA
555
Guidance Point Advisors
Massachusetts
$7K +$7.6K +43 New
MPWT
556
MassMutual Private Wealth & Trust
Connecticut
$6K
TWA
557
TCI Wealth Advisors
Arizona
$6K +$177 +1 +3%
KIG
558
Kowal Investment Group
Wisconsin
$6K +$6.36K +36 New
FHA
559
First Horizon Advisors
Tennessee
$5K -$42.1K -238 -88%
TFS
560
TrustCore Financial Services
Tennessee
$5K
CA
561
Clearstead Advisors
Ohio
$5K +$3.18K +18 +164%
BU
562
BBVA USA
Alabama
$4K
BWA
563
BDO Wealth Advisors
Florida
$4K
FMP
564
Financial Management Professionals
Texas
$4K
DOA
565
D'Orazio & Associates
Virginia
$4K +$3.71K +21 New
HIA
566
Harbor Investment Advisory
Maryland
$3K
SBL
567
Sargent Bickham Lagudis
Colorado
$3K
TFO
568
Tarbox Family Office
California
$3K
FPS
569
Fieldpoint Private Securities
Connecticut
$3K +$1.77K +10 +200%
CFA
570
Carroll Financial Associates
North Carolina
$3K +$2.48K +14 +175%
RTL
571
Red Tortoise LLC
Georgia
$3K +$2.65K +15 New
EWM
572
Edge Wealth Management
New York
$3K +$3.36K +19 New
CWC
573
Carolinas Wealth Consulting
North Carolina
$2K
WWM
574
Wolff Wiese Magana
California
$2K
GRP
575
Global Retirement Partners
California
$2K +$1.06K +6 +200%

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.