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Livermore
Livermore
ZHEN

Extra Space Storage Inc.

EXR
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0001289490

No open-market purchases or sales by Extra Space Storage Inc. insiders were filed in the last 90 days; 802 institutions reported holding it in 13F filings for Q2 2026, worth $29.9B in total; no superinvestor holds it.

13F holders, Q4 2021

Institutional positions in Extra Space Storage Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
641
+63 vs. Q3 2021
Shares held
128.3M
+1.44M (+1.1%) vs. Q3 2021
Total value
$29.0B
+$7.72B (+36.3%) vs. Q3 2021
New holders
124
211 more added
Sold out
61
226 more reduced

8 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting EXR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2021: 641 institutions
Q1 2021: 522 institutionsQ2 2021: 525 institutionsQ3 2021: 586 institutionsQ4 2021: 641 institutionsQ1 2022: 656 institutionsQ2 2022: 639 institutionsQ3 2022: 629 institutionsQ4 2022: 590 institutionsQ1 2023: 581 institutionsQ2 2023: 579 institutionsQ3 2023: 655 institutionsQ4 2023: 716 institutionsQ1 2024: 707 institutionsQ2 2024: 752 institutionsQ3 2024: 772 institutionsQ4 2024: 782 institutionsQ1 2025: 800 institutionsQ2 2025: 810 institutionsQ3 2025: 793 institutionsQ4 2025: 745 institutionsQ1 2026: 768 institutionsQ2 2026: 802 institutions
Value heldQ4 2021: $29.0B
Q1 2021: $17.2BQ2 2021: $21.3BQ3 2021: $21.3BQ4 2021: $29.0BQ1 2022: $26.2BQ2 2022: $21.8BQ3 2022: $22.5BQ4 2022: $19.1BQ1 2023: $21.5BQ2 2023: $21.3BQ3 2023: $25.4BQ4 2023: $33.5BQ1 2024: $30.5BQ2 2024: $32.1BQ3 2024: $36.9BQ4 2024: $30.5BQ1 2025: $30.8BQ2 2025: $30.4BQ3 2025: $28.1BQ4 2025: $27.9BQ1 2026: $26.4BQ2 2026: $29.9B
Institutions holding EXR and their total value by quarter
QuarterHoldersValue
Q2 2026802$29.9B
Q1 2026768$26.4B
Q4 2025745$27.9B
Q3 2025793$28.1B
Q2 2025810$30.4B
Q1 2025800$30.8B
Q4 2024782$30.5B
Q3 2024772$36.9B
Q2 2024752$32.1B
Q1 2024707$30.5B
Q4 2023716$33.5B
Q3 2023655$25.4B
Q2 2023579$21.3B
Q1 2023581$21.5B
Q4 2022590$19.1B
Q3 2022629$22.5B
Q2 2022639$21.8B
Q1 2022656$26.2B
Q4 2021641$29.0B
Q3 2021586$21.3B
Q2 2021525$21.3B
Q1 2021522$17.2B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Extra Space Storage Inc.; share changes are against Q3 2021.

Institutions holding EXR in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Capstone Investment Advisors, LLC2$00.00%−2,502−99.9%Reduced
SOA Wealth Advisors, LLC.2$00.00%00.0%Unchanged
Capital Advisors, Ltd. LLC2$00.00%+2New
EverSource Wealth Advisors, LLC2$00.00%+2New
Amplius Wealth Advisors, LLC4$00.00%+4New
Allworth Financial LP3$1.00K0.00%−61−95.3%Reduced
Carroll Financial Associates, Inc.8$1.00K0.00%−14−63.6%Reduced
Versant Capital Management, Inc4$1.00K0.00%00.0%Unchanged
AdvisorNet Financial, Inc5$1.00K0.00%+5New
JJJ Advisors Inc.6$1.00K0.00%+6New
Vectors Research Management, LLC4$1.00K0.00%+4New
Core Alternative Capital3$1.00K0.00%+3New
Addison Advisors LLC4$1.00K0.00%+4New
Bivin & Associates, Inc.5$1.00K0.00%+5New
Parallax Volatility Advisers, L.P.11$2.00K0.00%−985−98.9%Reduced
Brown Brothers Harriman & Co7$2.00K0.00%−125−94.7%Reduced
Sageworth Trust Co9$2.00K0.00%−31−77.5%Reduced
Standard Family Office LLC11$2.00K0.02%+11New
Tyler-Stone Wealth Management7$2.00K0.00%+7New
Sargent Bickham Lagudis LLC15$3.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC13$3.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC12$3.00K0.00%00.0%Unchanged
Arlington Partners LLC12$3.00K0.00%+12New
Edge Wealth Management LLC19$4.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.17$4.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.23$5.00K0.00%00.0%Unchanged
Fieldpoint Private Securities, LLC20$5.00K0.00%+5+33.3%Added
Raffa Wealth Management, LLC26$5.89K0.00%00.0%Unchanged
First Horizon Advisors, Inc.27$6.00K0.00%−4−12.9%Reduced
BDO Wealth Advisors, LLC25$6.00K0.00%00.0%Unchanged
Sageworth Trust Co of South Dakota27$6.00K0.01%+27New
TCI Wealth Advisors, Inc.33$7.00K0.00%00.0%Unchanged
Trustcore Financial Services, LLC30$7.00K0.00%00.0%Unchanged
Trust Co of Vermont32$7.00K0.00%+32New
Altshuler Shaham Ltd36$8.00K0.00%−5−12.2%Reduced
Castle Financial & Retirement Planning Associates, Inc.40$8.00K0.03%+40New
Tucker Asset Management LLC38$8.57K0.00%+38New
Massmutual Trust Co FSB38$9.00K0.00%+5+15.2%Added
Vigilant Capital Management, LLC43$10.0K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC45$10.0K0.01%+45New
Glen Eagle Advisors, LLC48$10.9K0.00%00.0%Unchanged
MV Capital Management, Inc.49$11.0K0.00%+9+22.5%Added
Evolution Advisers, Inc.50$11.0K0.01%+50New
Institutional & Family Asset Management, LLC52$12.0K0.00%00.0%Unchanged
Parkside Financial Bank & Trust52$12.0K0.00%+3+6.1%Added
Glassman Wealth Services52$12.0K0.00%+8+18.2%Added
Northwest Investment Counselors, LLC53$12.0K0.00%+53New
JNBA Financial Advisors52$12.0K0.00%+52New
Earnest Partners LLC59$13.0K0.00%00.0%Unchanged
Bell Investment Advisors, Inc59$13.0K0.00%00.0%Unchanged
Thompson Siegel & Walmsley LLC63$14.0K0.00%00.0%Unchanged
Evoke Wealth, LLC61$14.0K0.00%+1+1.7%Added
Curi Capital66$14.0K0.00%+66New
Cranbrook Wealth Management, LLC66$15.0K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC64$15.0K0.01%+64New
Gradient Investments LLC72$16.0K0.00%−13−15.3%Reduced
Zions Bancorporation, N.A.70$16.0K0.00%−4−5.4%Reduced
Harbor Investment Advisory, LLC82$19.0K0.00%+63+331.6%Added
Eagle Bay Advisors LLC91$20.0K0.01%−70−43.5%Reduced
CVA Family Office, LLC90$20.0K0.00%+90New
Whittier Trust Co95$22.0K0.00%00.0%Unchanged
Missouri Trust & Investment Co100$23.0K0.01%+100New
Byrne Asset Management LLC100$23.0K0.01%+100New
McDonald Partners LLC104$23.6K0.02%+104New
Absolute Capital Management, LLC104$23.6K0.02%+104New
Umb Bank N A104$24.0K0.00%+104New
Zullo Investment Group, Inc.109$25.0K0.01%+109New
American Portfolios Advisors111$25.2K0.00%−38−25.5%Reduced
Prestige Wealth Management Group LLC125$28.0K0.01%00.0%Unchanged
FourThought Financial, LLC124$28.0K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC125$28.0K0.01%+125New
GPS Wealth Strategies Group, LLC132$30.0K0.01%00.0%Unchanged
SJS Investment Consulting Inc.139$32.0K0.01%+139New
Capital Analysts, LLC147$33.0K0.00%+1+0.7%Added
Private Capital Group, LLC149$34.0K0.01%−22−12.9%Reduced
State of Wyoming148$34.0K0.02%+148New
Steward Partners Investment Advisory, LLC165$37.0K0.00%+2+1.2%Added
Gemmer Asset Management LLC176$40.0K0.00%−30−14.6%Reduced
Loomis Sayles & Co L P189$43.0K0.00%−9−4.5%Reduced
Salem Investment Counselors Inc193$44.0K0.00%+47+32.2%Added
Signet Financial Management, LLC199$45.0K0.01%+199New
Koshinski Asset Management, Inc.200$45.3K0.00%00.0%Unchanged
HM Payson & Co204$46.0K0.00%00.0%Unchanged
Huntington National Bank203$46.0K0.00%+53+35.3%Added
Smithfield Trust Co217$48.0K0.00%00.0%Unchanged
Reilly Financial Advisors, LLC213$48.0K0.00%+2+0.9%Added
Sutton Wealth Advisors Inc.222$50.3K0.02%00.0%Unchanged
TAP Consulting, LLC224$51.0K0.01%+224New
Newbridge Financial Services Group, Inc.243$55.0K0.03%−32−11.6%Reduced
Castleview Partners, LLC13,377$59.0K0.00%+13,377New
MUFG Americas Holdings Corp273$62.0K0.00%+138+102.2%Added
Geneos Wealth Management Inc.284$64.0K0.00%−36−11.3%Reduced
TD Private Client Wealth LLC306$69.4K0.00%−41−11.8%Reduced
Sofos Investments, Inc.908$73.0K0.01%+908New
Cullen/Frost Bankers, Inc.329$75.0K0.00%+329New
Westside Investment Management, Inc.345$78.0K0.00%00.0%Unchanged
Snowden Capital Advisors LLC351$79.0K0.00%−870−71.3%Reduced
Covestor Ltd351$80.0K0.11%+351New
Lindbrook Capital, LLC385$87.0K0.01%00.0%Unchanged
Signaturefd, LLC407$92.0K0.00%+57+16.3%Added