Question 1

Which hedge funds and institutional investors hold EXR?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for EXR shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for EXR whale holdings?

Accepted Answer

Conviction level reflects how significant EXR is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to EXR, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for EXR?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about EXR?

Accepted Answer

QoQ changes for EXR show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
State Street	13.7M	$1.8B	0.1%	$2896.4B
Capital Research	6.3M	$820.1M	0.1%	$644.6B
Capital World	4.8M	$626.7M	0.1%	$732.9B
First Eagle	3.8M	$493.4M	0.8%	$59.0B
Geode Capital	693.4K	$90.9M	0.0%	$1607.5B
Balyasny	395.4K	$51.8M	0.1%	$77.1B
American Century	266.9K	$35.0M	0.0%	$194.3B
Gotham Asset	128.9K	$16.9M	0.1%	$32.7B
Adage Capital	70.1K	$9.2M	0.0%	$64.8B
DFA	53.8K	$7.1M	0.0%	$481.4B
Tudor	45.9K	$6.0M	0.0%	$53.9B
Fisher Investments	31.7K	$4.2M	0.0%	$294.9B
Davis Advisors	28.1K	$3.7M	0.0%	$21.8B
Citadel	26.7K	$3.5M	0.0%	$618.5B
Citadel	19.2K	$2.5M	0.0%	$618.5B
Marshall Wace	14.3K	$1.9M	0.0%	$100.4B
ClearBridge	10.1K	$1.3M	0.0%	$114.9B
Invesco	8.4K	$1.1M	0.0%	$653.3B
ExodusPoint	8.4K	$1.1M	0.0%	$12.4B
Bridgewater	4.6K	$604K	0.0%	$22.4B
Man Group	2.2K	$293K	0.0%	$55.1B
Tudor	2.2K	$288K	0.0%	$53.9B
Neuberger Berman (Eisman)	1.8K	$235K	0.0%	$131.4B
Northern Trust	1.4K	$182K	—	$756.6B
Fidelity (FMR)	405	$53K	—	$1898.4B
BlackRock	346	$45K	—	$5723.5B
Franklin Templeton	129	$17K	—	$408.3B
Citadel	108	$14K	—	$618.5B
AQR Capital	60	$8K	—	$218.4B
Kayne Anderson	16	$2K	—	$34.0B

EXR

Who Holds EXR

Changes This Quarter