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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
ITIM
751
Indiana Trust & Investment Management
Indiana
$3.27K
WBC
752
West Branch Capital
Massachusetts
$3.27K +$3.34K +22 New
DWM
753
Darwin Wealth Management
Florida
$3.14K
Loomis, Sayles & Company
754
Loomis, Sayles & Company
Massachusetts
$3K +$3.03K +20 New
AWM
755
Abound Wealth Management
Tennessee
$2.97K -$1.06K -7 -26%
S
756
Sachetta
Massachusetts
$2.97K -$1.21K -8 -29%
DJSG
757
D.J. St. Germain
Massachusetts
$2.97K +$3.03K +20 New
TWC
758
TD Waterhouse Canada
Ontario, Canada
$2.96K -$910 -6 -23%
CPG
759
Cornerstone Planning Group
New Jersey
$2.83K +$1.67K +11 +122%
HIA
760
Harbor Investment Advisory
Maryland
$2.82K
IRC
761
Investors Research Corp
Georgia
$2.82K
M
762
MOTCO
Texas
$2.67K +$2.73K +18 New
WCM
763
WealthTrak Capital Management
Virginia
$2.52K +$1.36K +9 +113%
IBOK
764
Independence Bank of Kentucky
Kentucky
$2.52K
WA
765
Whipplewood Advisors
Colorado
$2.38K +$1.21K +8 +50%
AWM
766
Activest Wealth Management
Florida
$2.38K +$2.43K +16 New
TFM
767
TFC Financial Management
Massachusetts
$2.23K +$607 +4 +36%
IHWM
768
Iron Horse Wealth Management
Iowa
$2.23K
HFS
769
Hughes Financial Services
Virginia
$2.22K +$2.27K +15 New
FHA
770
First Horizon Advisors
Tennessee
$2.08K
HWP
771
Highline Wealth Partners
California
$2.08K +$2.12K +14 New
HCM
772
Hollencrest Capital Management
California
$1.93K
SIM
773
Synergy Investment Management
Florida
$1.93K
CWP
774
Clark Wealth Partners
Illinois
$1.63K +$303 +2 +22%
GP
775
Greenline Partners
New York
$1.63K +$1.67K +11 New

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.