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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
LI
726
LRI Investments
Florida
$9.5K
FFO
727
Fortitude Family Office
Arizona
$8.91K -$1.52K -10 -14%
GC
728
Gould Capital
Washington
$8.17K
TCOV
729
Trust Company of Vermont
Vermont
$8.17K +$4.4K +29 +112%
AF
730
Advisornet Financial
Minnesota
$7.87K +$7.58K +50 +1,667%
PMFA
731
Plante Moran Financial Advisors
Michigan
$7.57K
BAM
732
Byrne Asset Management
New Jersey
$7.42K
EA
733
Evolution Advisers
Virginia
$7K
MSWA
734
Marshall & Sterling Wealth Advisors
New York
$6.98K +$7.13K +47 New
SIS
735
Sound Income Strategies
Florida
$6.83K +$5.46K +36 +360%
MAFA
736
MJT & Associates Financial Advisory
Minnesota
$6.09K +$6.22K +41 New
FMP
737
Financial Management Professionals
Texas
$5.79K -$152 -1 -3%
RTL
738
Red Tortoise LLC
Georgia
$5.79K
BWL
739
Bogart Wealth LLC
Virginia
$5.35K +$910 +6 +20%
GEA
740
Glen Eagle Advisors
New Jersey
$5.05K -$5K -33 -49%
AW
741
Avion Wealth
Texas
$5K
SO
742
Sierra Ocean
California
$4.75K +$1.06K +7 +28%
KFI
743
Key Financial Inc
Pennsylvania
$4.6K
MSWM
744
Mowery & Schoenfeld Wealth Management
Illinois
$4.46K -$607 -4 -12%
WWM
745
Wolff Wiese Magana
California
$4.01K
AEPWM
746
Atlantic Edge Private Wealth Management
Florida
$3.71K
LWMI
747
Legacy Wealth Management (Idaho)
Idaho
$3.71K
FPF
748
First Pacific Financial
Washington
$3.71K +$3.79K +25 New
DF
749
Dunhill Financial
United Kingdom
$3.69K -$1.06K -7 -22%
GIM
750
Gold Investment Management
Alberta, Canada
$3.56K

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.