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Extra Space Storage

800 hedge funds and large institutions have $30.9B invested in Extra Space Storage in 2025 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 304 increasing their positions, 270 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 73

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

13% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 270

2% more funds holding

Funds holding: 781800 (+19)

1.83% more ownership

Funds ownership: 96.29%98.12% (+1.8%)

1% more capital invested

Capital invested by funds: $30.5B → $30.9B (+$385M)

52% less call options, than puts

Call options by funds: $18.1M | Put options by funds: $37.7M

Holders
800
Holders Change
+19
Holders Change %
+2.43%
% of All Funds
10.73%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
103
Increased
304
Reduced
270
Closed
73
Calls
$18.1M
Puts
$37.7M
Net Calls
-$19.6M
Net Calls Change
-$25.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
551
Federated Hermes
Pennsylvania
$287K +$125K +827 +75%
FNWM
552
Financial Network Wealth Management
Utah
$282K -$1.52K -10 -0.5%
DADC
553
D.A. Davidson & Co
Montana
$281K +$19.3K +127 +7%
WT
554
Whittier Trust
California
$281K +$73.1K +482 +34%
MSFS
555
Main Street Financial Solutions
Pennsylvania
$278K -$3.19K -21 -1%
CNBT
556
Canandaigua National Bank & Trust
New York
$278K -$63.2K -417 -18%
PFC
557
Phocas Financial Corp
California
$276K -$6.07K -40 -2%
DOA
558
D'Orazio & Associates
Virginia
$276K +$44K +290 +19%
CGL
559
Clarius Group LLC
Washington
$274K -$152 -1 -0.1%
NGA
560
Naples Global Advisors
Florida
$273K
EH
561
Equitable Holdings
New York
$272K -$35.5K -234 -11%
PCIA
562
Prime Capital Investment Advisors
Kansas
$271K +$277K +1,827 New
FC
563
FORA Capital
Florida
$271K +$276K +1,822 New
B
564
Bailard
California
$270K
JFGIW
565
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$268K +$273K +1,802 New
SWM
566
Segment Wealth Management
Texas
$264K +$270K +1,781 New
QL
567
Quarry LP
New York
$263K +$215K +1,418 +398%
PFA
568
Pathway Financial Advisers
Indiana
$260K -$1.44M -9,497 -84%
BMC
569
Beaton Management Company
Massachusetts
$260K
FMTC
570
Farmers & Merchants Trust Company
California
$259K
FCBT
571
First Citizens Bank & Trust
North Carolina
$259K -$67K -442 -20%
Baird Financial Group
572
Baird Financial Group
Wisconsin
$259K -$39.1K -258 -13%
CAL
573
Capital Analysts LLC
Pennsylvania
$254K +$203K +1,336 +359%
IA
574
IFP Advisors
Florida
$252K +$240K +1,583 +1,377%
FC
575
Fulcrum Capital
Washington
$251K +$5.16K +34 +2%

EXR Hedge Fund Activity: Q1 2025 in Review

800 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q1 2025, worth a combined $30.9B — up 1.3% from $30.5B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new EXR positions and 73 closed out — a net gain of 30 holders — while 304 added to existing stakes and 270 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $877M. The largest seller was Capital World Investors, cutting an estimated $2.02B.

  • 800 institutional investors held Extra Space Storage (EXR) as of Q1 2025, up from 781 in Q4 2024.
  • Funds reported $30.9B of Extra Space Storage stock for Q1 2025, up 1.3% quarter-over-quarter.
  • 103 funds opened new Extra Space Storage positions in Q1 2025 and 73 closed out, a net change of +30 holders.
  • The largest Extra Space Storage buyer in Q1 2025 was Cohen & Steers, an estimated $877M added.
  • The largest Extra Space Storage seller in Q1 2025 was Capital World Investors, an estimated $2.02B sold.

Based on aggregated 13F filings for Q1 2025.