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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
NC
776
North Capital
Utah
$1.63K +$1.67K +11 New
DWM
777
Dogwood Wealth Management
Kansas
$1.49K +$1.52K +10 New
PWAM
778
Private Wealth Asset Management
Iowa
$1.49K +$1.52K +10 New
SFCL
779
Strengthening Families & Communities LLC
Massachusetts
$1.34K
BFS
780
Bare Financial Services
Pennsylvania
$1.34K +$1.36K +9 New
NMG
781
New Millennium Group
Utah
$1.34K +$1.36K +9 New
AP
782
Aspect Partners
Virginia
$1.19K
SL
783
Salomon & Ludwin
Virginia
$1.19K
BFPW
784
BOK Financial Private Wealth
Colorado
$1.04K
AG
785
AmeriFlex Group
Nevada
$891
CIAS
786
CBIZ Investment Advisory Services
Ohio
$891 +$910 +6 New
CAM
787
Chesapeake Asset Management
New York
$742 +$758 +5 New
OP
788
ORG Partners
Indiana
$739 +$758 +5 New
CT
789
Colonial Trust
South Carolina
$594 -$1.67K -11 -73%
NL
790
NVWM LLC
Pennsylvania
$594 +$152 +1 +33%
ACA
791
American Capital Advisory
Idaho
$594 +$607 +4 New
BLC
792
Brown, Lisle/Cummings
Rhode Island
$594 +$607 +4 New
NEWAS
793
N.E.W. Advisory Services
Wisconsin
$594 +$607 +4 New
WW
794
Winnow Wealth
Texas
$434 +$152 +1 +50%
PWA
795
Principia Wealth Advisory
Texas
$407 -$607 -4 -57%
BF
796
BOK Financial
Oklahoma
$297 -$607 -4 -67%
Q1WB
797
Quest 10 Wealth Builders
Virginia
$273 +$303 +2 New
RPA
798
Redwood Park Advisors
California
$149
RWS
799
Retirement Wealth Solutions
Wisconsin
$147
GIA
800
Gateway Investment Advisers
Ohio
-$12.2M -81,227 Closed

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.