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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
MBT
576
Montecito Bank & Trust
California
$250K
PCM
577
Parsons Capital Management
Rhode Island
$249K
TWP
578
Tyche Wealth Partners
Texas
$249K +$254K +1,677 New
ACA
579
Aptus Capital Advisors
Alabama
$246K +$2.43K +16 +1%
PPWP
580
Premier Path Wealth Partners
New Jersey
$244K +$250K +1,646 New
AA
581
Auxano Advisors
Washington
$244K -$84.2K -555 -25%
FMII
582
Farmers & Merchants Investments Inc
Nebraska
$244K
SCTC
583
Sanibel Captiva Trust Company
Florida
$241K +$39.7K +262 +19%
FTWA
584
Fifth Third Wealth Advisors
Ohio
$241K +$10.8K +71 +5%
CRIG
585
Charter Research & Investment Group
Connecticut
$239K
GS
586
GWN Securities
Florida
$237K +$242K +1,594 New
CIC
587
Carnegie Investment Counsel
Ohio
$236K
WPC
588
Wedmont Private Capital
Pennsylvania
$235K -$1.52K -10 -0.6%
FB
589
Fulton Bank
Pennsylvania
$232K -$43.1K -284 -15%
Jones Financial Companies
590
Jones Financial Companies
Missouri
$231K +$73.1K +482 +43%
AA
591
Advisory Alpha
Michigan
$231K +$236K +1,553 New
SSWM
592
Sheets Smith Wealth Management
North Carolina
$229K
SPC
593
Sigma Planning Corp
Michigan
$224K +$1.06K +7 +0.5%
LA
594
LVW Advisors
New York
$223K -$13.6K -90 -6%
GHAM
595
Gilman Hill Asset Management
Connecticut
$222K
RAM
596
Ramirez Asset Management
New York
$220K
FMLI
597
Fukoku Mutual Life Insurance
Japan
$220K
SFS
598
Stiles Financial Services
Minnesota
$220K
HKIMG
599
Hutchens & Kramer Investment Management Group
Indiana
$217K +$222K +1,462 New
FFA
600
Farther Finance Advisors
California
$216K +$43.4K +286 +24%

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.