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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 802 | $29.9B |
| Q1 2026 | 768 | $26.4B |
| Q4 2025 | 745 | $27.9B |
| Q3 2025 | 793 | $28.1B |
| Q2 2025 | 810 | $30.4B |
| Q1 2025 | 800 | $30.8B |
| Q4 2024 | 782 | $30.5B |
| Q3 2024 | 772 | $36.9B |
| Q2 2024 | 752 | $32.1B |
| Q1 2024 | 707 | $30.5B |
| Q4 2023 | 716 | $33.5B |
| Q3 2023 | 655 | $25.4B |
| Q2 2023 | 579 | $21.3B |
| Q1 2023 | 581 | $21.5B |
| Q4 2022 | 590 | $19.1B |
| Q3 2022 | 629 | $22.5B |
| Q2 2022 | 639 | $21.8B |
| Q1 2022 | 656 | $26.2B |
| Q4 2021 | 641 | $29.0B |
| Q3 2021 | 586 | $21.3B |
| Q2 2021 | 525 | $21.3B |
| Q1 2021 | 522 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | 1,655 | $375.0K | 0.00% | +49+3.1% | Added |
| Bradley Foster & Sargent Inc | 1,696 | $385.0K | 0.01% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,709 | $388.0K | 0.02% | −114−6.3% | Reduced |
| Naviter Wealth, LLC | 1,743 | $395.0K | 0.12% | +1,743 | New |
| Fishman Jay A Ltd | 1,750 | $396.8K | 0.04% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 1,750 | $397.0K | 0.24% | +500+40.0% | Added |
| Ameritas Investment Partners, Inc. | 1,755 | $398.0K | 0.01% | −125−6.6% | Reduced |
| Ieq Capital, LLC | 1,765 | $400.0K | 0.01% | +347+24.5% | Added |
| Krane Funds Advisors LLC | 1,786 | $405.0K | 0.01% | −419−19.0% | Reduced |
| TownSquare Capital, LLC | 1,788 | $405.0K | 0.01% | −258−12.6% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 1,805 | $409.0K | 0.18% | +35+2.0% | Added |
| Tokio Marine Asset Management Co Ltd | 1,806 | $409.0K | 0.03% | +116+6.9% | Added |
| Wexford Capital LP | 1,871 | $424.0K | 0.04% | +1,871 | New |
| Cookson Peirce & Co Inc | 1,868 | $424.0K | 0.02% | +1,868 | New |
| Bailard, Inc. | 1,873 | $425.0K | 0.01% | 00.0% | Unchanged |
| West Family Investments, Inc. | 1,882 | $427.0K | 0.12% | −501−21.0% | Reduced |
| Sigma Planning Corp | 1,907 | $433.0K | 0.01% | −103−5.1% | Reduced |
| Johanson Financial Advisors, Inc. | 1,921 | $435.0K | 0.13% | +1,921 | New |
| Cresset Asset Management, LLC | 1,932 | $438.0K | 0.00% | −573−22.9% | Reduced |
| Ellevest, Inc. | 1,930 | $438.0K | 0.04% | +681+54.5% | Added |
| Farmers & Merchants Investments Inc | 1,930 | $438.0K | 0.02% | +805+71.6% | Added |
| Harbour Investments, Inc. | 1,949 | $442.0K | 0.03% | −273−12.3% | Reduced |
| Banque Pictet & Cie SA | 1,950 | $442.0K | 0.00% | +1,950 | New |
| Engineers Gate Manager LP | 1,972 | $447.0K | 0.02% | +1,972 | New |
| Buckingham Strategic Wealth, LLC | 1,977 | $448.0K | 0.01% | −71−3.5% | Reduced |
| K.J. Harrison & Partners Inc | 2,000 | $454.0K | 0.06% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 2,028 | $460.0K | 0.30% | +471+30.3% | Added |
| Putnam Investments LLC | 2,050 | $465.0K | 0.00% | 00.0% | Unchanged |
| Curtis Advisory Group, LLC | 2,058 | $467.0K | 0.15% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 2,075 | $470.0K | 0.01% | +238+13.0% | Added |
| Arkadios Wealth Advisors | 2,138 | $485.0K | 0.07% | −499−18.9% | Reduced |
| Caxton Associates LP | 2,148 | $487.0K | 0.06% | −1,385−39.2% | Reduced |
| Lebenthal Global Advisors, LLC | 2,164 | $490.0K | 0.20% | −1,916−47.0% | Reduced |
| Vontobel Holding Ltd. | 2,167 | $491.0K | 0.00% | +2,167 | New |
| Mather Group, LLC. | 2,180 | $494.0K | 0.01% | +2,180 | New |
| IBM Retirement Fund | 2,185 | $495.0K | 0.06% | −1,525−41.1% | Reduced |
| Toroso Investments, LLC | 2,194 | $497.0K | 0.02% | +837+61.7% | Added |
| Gamco Investors, Inc. Et Al | 2,200 | $499.0K | 0.00% | +100+4.8% | Added |
| IndexIQ Advisors LLC | 2,206 | $500.0K | 0.02% | −67−2.9% | Reduced |
| Washington Trust Co | 2,225 | $504.0K | 0.02% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 2,225 | $504.5K | 0.17% | 00.0% | Unchanged |
| Menard Financial Group LLC | 2,232 | $506.0K | 0.41% | +2,232 | New |
| Westover Capital Advisors, LLC | 2,252 | $511.0K | 0.15% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 2,280 | $517.0K | 0.03% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 2,289 | $519.0K | 0.03% | +1,332+139.2% | Added |
| Renaissance Group LLC | 2,322 | $526.0K | 0.02% | −55−2.3% | Reduced |
| Cetera Investment Advisers | 2,330 | $528.0K | 0.01% | −147−5.9% | Reduced |
| Pearl River Capital, LLC | 2,430 | $551.0K | 0.15% | −8,392−77.5% | Reduced |
| J.W. Cole Advisors, Inc. | 2,450 | $555.0K | 0.04% | +2,450 | New |
| Park Avenue Securities LLC | 2,457 | $557.0K | 0.01% | −720−22.7% | Reduced |
| Harvest Fund Management Co., Ltd | 2,511 | $566.0K | 0.10% | +2,389+1,958.2% | Added |
| Fca Corp | 2,500 | $567.0K | 0.19% | +2,500 | New |
| Diversified Trust Co | 2,527 | $573.0K | 0.02% | +775+44.2% | Added |
| E. Ohman J:or Asset Management AB | 2,600 | $589.5K | 0.02% | −3,100−54.4% | Reduced |
| Stephens Inc | 2,607 | $591.0K | 0.01% | −6−0.2% | Reduced |
| American Assets Investment Management, LLC | 2,609 | $592.0K | 0.06% | +285+12.3% | Added |
| GWM Advisors LLC | 2,613 | $592.0K | 0.01% | +2,613 | New |
| Security National Bank of So Dak | 2,637 | $598.0K | 0.40% | −11,727−81.6% | Reduced |
| Alethea Capital Management, LLC | 2,663 | $604.0K | 0.53% | +2,663 | New |
| Horst & Graben Wealth Management LLC | 2,681 | $608.0K | 0.15% | 00.0% | Unchanged |
| Appleton Group, LLC | 2,685 | $609.0K | 0.61% | −279−9.4% | Reduced |
| Pensionfund DSM Netherlands | 2,700 | $612.0K | 0.07% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,753 | $624.0K | 0.00% | −1,215−30.6% | Reduced |
| Wealthsource Partners, LLC | 2,815 | $638.0K | 0.05% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 2,960 | $671.0K | 0.46% | −9,623−76.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 2,967 | $673.0K | 0.09% | +2,967 | New |
| Cigna Investments Inc | 3,028 | $687.0K | 0.05% | −1,106−26.8% | Reduced |
| J. W. Coons Advisors, LLC | 3,124 | $710.0K | 0.21% | −375−10.7% | Reduced |
| JustInvest LLC | 3,226 | $731.0K | 0.04% | +546+20.4% | Added |
| Veritable, L.P. | 3,253 | $738.0K | 0.01% | +13+0.4% | Added |
| Brown Advisory Inc | 3,280 | $744.0K | 0.00% | −49−1.5% | Reduced |
| Nicola Wealth Management Ltd. | 3,300 | $751.0K | 0.07% | −1,700−34.0% | Reduced |
| Wintrust Investments LLC | 3,313 | $751.0K | 0.07% | −81−2.4% | Reduced |
| Exchange Traded Concepts, LLC | 3,322 | $753.0K | 0.01% | +60+1.8% | Added |
| Horizon Investments, LLC | 3,464 | $785.0K | 0.02% | +766+28.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 3,523 | $799.0K | 0.07% | −45−1.3% | Reduced |
| Independent Financial Group, LLC | 3,626 | $822.1K | 0.07% | +45+1.3% | Added |
| Avantax Advisory Services, Inc. | 3,698 | $838.0K | 0.01% | +265+7.7% | Added |
| Loudon Investment Management, LLC | 3,715 | $842.0K | 0.54% | −655−15.0% | Reduced |
| Lido Advisors, LLC | 3,758 | $852.0K | 0.02% | +6+0.2% | Added |
| Janney Montgomery Scott LLC | 3,765 | $854.0K | 0.00% | +1,344+55.5% | Added |
| Jackson Creek Investment Advisors LLC | 3,770 | $855.0K | 0.31% | −365−8.8% | Reduced |
| Squarepoint Ops LLC | 3,854 | $874.0K | 0.00% | −107,988−96.6% | Reduced |
| Strategy Asset Managers LLC | 3,928 | $891.0K | 0.23% | −1,867−32.2% | Reduced |
| Davenport & Co LLC | 3,935 | $892.0K | 0.01% | 00.0% | Unchanged |
| Private Advisory Group LLC | 3,969 | $900.0K | 0.18% | +3,969 | New |
| McDonough Capital Management, Inc | 3,997 | $906.0K | 0.74% | +3,997 | New |
| Cetera Advisor Networks LLC | 4,022 | $912.0K | 0.01% | +250+6.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,048 | $913.0K | 0.01% | +4,048 | New |
| Donoghue Forlines LLC | 4,109 | $932.0K | 0.16% | +4,109 | New |
| Virtu Financial LLC | 4,157 | $943.0K | 0.10% | +4,157 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,240 | $956.4K | 0.00% | +2,740+182.7% | Added |
| MML Investors Services, LLC | 4,315 | $978.0K | 0.01% | −770−15.1% | Reduced |
| LMR Partners LLP | 4,392 | $996.0K | 0.01% | +4,392 | New |
| Palladium Partners LLC | 4,451 | $1.01M | 0.04% | −1,229−21.6% | Reduced |
| Everence Capital Management Inc | 4,500 | $1.02M | 0.08% | +1,780+65.4% | Added |
| Azzad Asset Management Inc | 4,650 | $1.05M | 0.14% | +108+2.4% | Added |
| Fort Washington Investment Advisors Inc | 4,733 | $1.07M | 0.01% | −1,900−28.6% | Reduced |
| Simplex Trading, LLC | 4,743 | $1.07M | 0.04% | +4,084+619.7% | Added |
| Assetmark, Inc | 4,747 | $1.08M | 0.00% | +303+6.8% | Added |