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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
Lazard Asset Management
626
Lazard Asset Management
New York
$167K -$132K -873 -43%
CI Investments Inc
627
CI Investments Inc
Ontario, Canada
$164K -$10.2K -67 -6%
SWM
628
Spire Wealth Management
Virginia
$164K +$6.07K +40 +4%
LS
629
Livforsakringsbolaget Skandia
Sweden
$163K
VIA
630
Virtus Investment Advisers
Connecticut
$151K +$155K +1,020 New
CFO
631
CVA Family Office
Colorado
$151K +$7.89K +52 +5%
PA
632
Parallel Advisors
California
$144K -$18.7K -123 -11%
TH
633
TCTC Holdings
Texas
$142K
BAM
634
Bellevue Asset Management
Washington
$140K +$152 +1 +0.1%
ETC
635
Exchange Traded Concepts
Oklahoma
$139K +$11.1K +73 +8%
AAP
636
Arax Advisory Partners
Colorado
$135K -$7.28K -48 -5%
TFIPS
637
Towarzystwo Funduszy Inwestycyjnych PZU SA
$135K +$25.8K +170 +23%
CA
638
CoreCap Advisors
Michigan
$135K -$8.04K -53 -6%
SIC
639
Salem Investment Counselors
North Carolina
$133K -$2.27K -15 -2%
C
640
Covestor
United Kingdom
$129K -$7.28K -48 -5%
HWA
641
HHM Wealth Advisors
Tennessee
$128K
CI
642
CX Institutional
Indiana
$127K +$130K +857 New
WTC
643
WhitTier Trust Company
Nevada
$125K -$303 -2 -0.2%
BTI
644
Blue Trust Inc
Georgia
$125K +$2.27K +15 +2%
SW
645
SVB Wealth
Massachusetts
$123K +$125K +825 New
PAM
646
Parvin Asset Management
South Dakota
$116K +$55.4K +365 +88%
YDMI
647
Y.D. More Investments
Israel
$112K +$114K +753 New
UB
648
UMB Bank
Missouri
$110K -$13.5K -89 -11%
DPW
649
DiNuzzo Private Wealth
Pennsylvania
$106K
Bank Julius Baer & Co
650
Bank Julius Baer & Co
Switzerland
$105K +$10K +66 +10%

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.