Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EXTRA SPACE STORAGE INC (EXR)

725 + Investors. Track Smart Money conviction in EXR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -42
Streak
2Q ▼
Buyers last Q
40%

Smart Money Signals — EXR

Based on 725 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their EXR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
725 funds currently hold this stock — 93% of the 3.0-year high of 779 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
27 fewer hedge funds hold EXR compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 40% buying

294 buying433 selling
Last quarter: 433 funds reduced or exited vs 294 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 103 → 94 → 89 → 81. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 17% medium ■ 14% new
497 out of 725 hedge funds have held EXR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~81 new funds/quarter

99 → 103 → 94 → 89 → 81 new funds/Q
New funds entering each quarter: 103 → 94 → 89 → 81. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 11% 1-2yr ■ 20% new
Of 732 current holders: 506 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
52 of 725 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in EXR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: EXR

How many hedge funds hold EXR — quarterly history vs. share price
Quarterly hedge fund ownership of EXR vs. share price

Market Analysis: EXR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EXR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

40 top-rated funds 1 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: EXR
2026 Q1 Stats Unlock in 14 days 725 + Investors

Track Smart Money conviction in EXR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 725 767 -5.48%
13F Shares 213M 198M 7.77%
Total Value $27.64B $27.75B -0.41%
New Positions 81 89 -8
Increased Positions 210 265 -55
Closed Positions 123 101 +22
Reduced Positions 308 283 +25
Total Calls 6 7 -14.29%
Total Puts 4 7 -42.86%
PUT/CALL Ratio 0.67 1.0 Bullish

Statistics: EXR

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

725 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EXR. Verified SEC 13F-HR filings.

Top 25 institutional holders of EXR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Vert Asset Management LLC 4.38% 105,224 $13.8M
2 Jacobsen Capital Management 1.71% 38,589 $5.1M
3 Pensionfund PDN 1.69% 22,340 $3K
4 Pensionfund Sabic 1.56% 9,855 $1K
5 RD Lewis Holdings, Inc. 1.36% 11,303 $1.6M
6 Taylor Frigon Capital Management LLC 0.96% 12,888 $1.7M
7 CHIRON CAPITAL MANAGEMENT, LLC 0.61% 4,501 $590K
8 Aegis Wealth Management, Inc. 0.58% 5,584 $732K
9 Hummer Financial Advisory Services Inc 0.55% 5,928 $777K
10 PRINCIPAL FINANCIAL GROUP INC 0.45% 6,430,326 $843.2M
11 Gallacher Capital Management LLC 0.40% 7,866 $1.0M
12 Paladin Wealth, LLC 0.38% 4,230 $555K
13 Gradient Investments LLC 0.33% 162,817 $21.4M
14 Values First Advisors, Inc. 0.29% 4,178 $548K
15 SPIRIT OF AMERICA MANAGEMENT CORP/NY 0.28% 10,880 $1.4M
16 BCO Wealth Management LLC 0.27% 3,437 $451K
17 ELEVATION POINT WEALTH PARTNERS, LLC 0.26% 85,870 $11.3M
18 Inspire Investing, LLC 0.26% 23,752 $3.1M
19 Archer Investment Corp 0.24% 8,709 $1.1M
20 Naviter Wealth, LLC 0.23% 14,065 $1.8M
21 Vanderbilt University 0.23% 9,131 $1.2M
22 TRAN CAPITAL MANAGEMENT, L.P. 0.21% 11,910 $1.6M
23 VISIONARY HORIZONS, LLC 0.20% 3,151 $413K
24 Physician Wealth Advisors, Inc. 0.20% 10,912 $1.4M
25 CAPITAL MANAGEMENT CORP /VA 0.20% 8,850 $1.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — EXTRA SPACE STORAGE INC (EXR)

What does the Smart Money Trend signal show for EXR?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their EXR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for EXR?

More sellers than buyers — 40% buying: Last quarter: 433 funds reduced or exited vs 294 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for EXR holders?

Elite ownership — 61% AUM from top-100 funds: 52 of 725 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in EXR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EXR?

69% of holders stayed for 2+ years: 497 out of 725 hedge funds have held EXR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.