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 |
|---|---|---|---|---|---|
| TKG Advisors, LLC | 8,348 | $1.89M | 1.49% | +8,348 | New |
| UBS Oconnor LLC | 8,250 | $1.87M | 0.02% | −9,350−53.1% | Reduced |
| New Mexico Educational Retirement Board | 8,200 | $1.86M | 0.06% | −600−6.8% | Reduced |
| Kentucky Retirement Systems | 8,045 | $1.82M | 0.07% | +62+0.8% | Added |
| Wedbush Securities Inc | 7,980 | $1.81M | 0.08% | +45+0.6% | Added |
| Jacobs Levy Equity Management, Inc | 7,824 | $1.77M | 0.01% | −21,592−73.4% | Reduced |
| Enterprise Bank & Trust Co | 7,820 | $1.77M | 0.62% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 7,749 | $1.76M | 0.05% | +1,137+17.2% | Added |
| Versor Investments LP | 7,600 | $1.72M | 0.05% | +3,569+88.5% | Added |
| Great Lakes Advisors, LLC | 7,522 | $1.71M | 0.03% | −280−3.6% | Reduced |
| Rafferty Asset Management, LLC | 7,184 | $1.63M | 0.01% | −1,456−16.9% | Reduced |
| Archer Investment Corp | 7,009 | $1.59M | 0.54% | 00.0% | Unchanged |
| Winton Group Ltd | 6,900 | $1.56M | 0.09% | −6,283−47.7% | Reduced |
| Nordea Investment Management AB | 6,867 | $1.56M | 0.00% | +427+6.6% | Added |
| Hanlon Investment Management, Inc. | 6,549 | $1.49M | 0.29% | −62−0.9% | Reduced |
| USA Financial Portformulas Corp | 6,396 | $1.45M | 1.24% | −66−1.0% | Reduced |
| Ethic Inc. | 6,342 | $1.44M | 0.11% | +2,737+75.9% | Added |
| Campbell & CO Investment Adviser LLC | 6,336 | $1.44M | 0.49% | −2,100−24.9% | Reduced |
| Oppenheimer Asset Management Inc. | 6,070 | $1.38M | 0.02% | −339−5.3% | Reduced |
| Hummer Financial Advisory Services Inc | 6,050 | $1.37M | 1.16% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 6,024 | $1.37M | 0.03% | −53−0.9% | Reduced |
| Winmill & Co. Inc | 6,000 | $1.36M | 0.39% | 00.0% | Unchanged |
| Logan Capital Management Inc | 5,895 | $1.34M | 0.06% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 5,892 | $1.34M | 0.68% | +5,252+820.6% | Added |
| JLP Asset Management, LLC | 5,851 | $1.33M | 0.65% | −1,200−17.0% | Reduced |
| Candriam Luxembourg S.C.A. | 5,827 | $1.32M | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 5,792 | $1.31M | 0.24% | +5,792 | New |
| Illinois Municipal Retirement Fund | 5,781 | $1.31M | 0.04% | +1,325+29.7% | Added |
| Venturi Wealth Management, LLC | 5,721 | $1.30M | 0.10% | −691−10.8% | Reduced |
| DFPG Investments, LLC | 6,509 | $1.27M | 0.53% | +258+4.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,600 | $1.27M | 0.08% | −4,670−45.5% | Reduced |
| Platte River Wealth Advisors, LLC | 5,928 | $1.25M | 0.43% | 00.0% | Unchanged |
| Profund Advisors LLC | 5,433 | $1.23M | 0.04% | −8,723−61.6% | Reduced |
| Steel Peak Wealth Management LLC | 5,429 | $1.23M | 0.07% | +3,316+156.9% | Added |
| Adams Wealth Management | 5,390 | $1.22M | 0.39% | −623−10.4% | Reduced |
| Creative Planning | 5,228 | $1.19M | 0.00% | +282+5.7% | Added |
| Fifth Third Bancorp | 4,990 | $1.13M | 0.00% | −630−11.2% | Reduced |
| Bessemer Group Inc | 4,957 | $1.12M | 0.00% | +2,346+89.9% | Added |
| Merriman Wealth Management, LLC | 4,900 | $1.11M | 0.08% | 00.0% | Unchanged |
| Advisor Partners LLC | 4,862 | $1.10M | 0.07% | −9−0.2% | Reduced |
| BFSG, LLC | 4,826 | $1.09M | 0.15% | +4,826 | New |
| Assetmark, Inc | 4,747 | $1.08M | 0.00% | +303+6.8% | Added |
| Simplex Trading, LLC | 4,743 | $1.07M | 0.04% | +4,084+619.7% | Added |
| Fort Washington Investment Advisors Inc | 4,733 | $1.07M | 0.01% | −1,900−28.6% | Reduced |
| Azzad Asset Management Inc | 4,650 | $1.05M | 0.14% | +108+2.4% | Added |
| Everence Capital Management Inc | 4,500 | $1.02M | 0.08% | +1,780+65.4% | Added |
| Palladium Partners LLC | 4,451 | $1.01M | 0.04% | −1,229−21.6% | Reduced |
| LMR Partners LLP | 4,392 | $996.0K | 0.01% | +4,392 | New |
| MML Investors Services, LLC | 4,315 | $978.0K | 0.01% | −770−15.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,240 | $956.4K | 0.00% | +2,740+182.7% | Added |
| Virtu Financial LLC | 4,157 | $943.0K | 0.10% | +4,157 | New |
| Donoghue Forlines LLC | 4,109 | $932.0K | 0.16% | +4,109 | New |
| B. Metzler seel. Sohn & Co. AG | 4,048 | $913.0K | 0.01% | +4,048 | New |
| Cetera Advisor Networks LLC | 4,022 | $912.0K | 0.01% | +250+6.6% | Added |
| McDonough Capital Management, Inc | 3,997 | $906.0K | 0.74% | +3,997 | New |
| Private Advisory Group LLC | 3,969 | $900.0K | 0.18% | +3,969 | New |
| Davenport & Co LLC | 3,935 | $892.0K | 0.01% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 3,928 | $891.0K | 0.23% | −1,867−32.2% | Reduced |
| Squarepoint Ops LLC | 3,854 | $874.0K | 0.00% | −107,988−96.6% | Reduced |
| Jackson Creek Investment Advisors LLC | 3,770 | $855.0K | 0.31% | −365−8.8% | Reduced |
| Janney Montgomery Scott LLC | 3,765 | $854.0K | 0.00% | +1,344+55.5% | Added |
| Lido Advisors, LLC | 3,758 | $852.0K | 0.02% | +6+0.2% | Added |
| Loudon Investment Management, LLC | 3,715 | $842.0K | 0.54% | −655−15.0% | Reduced |
| Avantax Advisory Services, Inc. | 3,698 | $838.0K | 0.01% | +265+7.7% | Added |
| Independent Financial Group, LLC | 3,626 | $822.1K | 0.07% | +45+1.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 3,523 | $799.0K | 0.07% | −45−1.3% | Reduced |
| Horizon Investments, LLC | 3,464 | $785.0K | 0.02% | +766+28.4% | Added |
| Exchange Traded Concepts, LLC | 3,322 | $753.0K | 0.01% | +60+1.8% | Added |
| 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 |
| Brown Advisory Inc | 3,280 | $744.0K | 0.00% | −49−1.5% | Reduced |
| Veritable, L.P. | 3,253 | $738.0K | 0.01% | +13+0.4% | Added |
| JustInvest LLC | 3,226 | $731.0K | 0.04% | +546+20.4% | Added |
| J. W. Coons Advisors, LLC | 3,124 | $710.0K | 0.21% | −375−10.7% | Reduced |
| Cigna Investments Inc | 3,028 | $687.0K | 0.05% | −1,106−26.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 2,967 | $673.0K | 0.09% | +2,967 | New |
| Security National Bank of Sioux City Iowa | 2,960 | $671.0K | 0.46% | −9,623−76.5% | Reduced |
| Wealthsource Partners, LLC | 2,815 | $638.0K | 0.05% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,753 | $624.0K | 0.00% | −1,215−30.6% | Reduced |
| Pensionfund DSM Netherlands | 2,700 | $612.0K | 0.07% | 00.0% | Unchanged |
| Appleton Group, LLC | 2,685 | $609.0K | 0.61% | −279−9.4% | Reduced |
| Horst & Graben Wealth Management LLC | 2,681 | $608.0K | 0.15% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 2,663 | $604.0K | 0.53% | +2,663 | New |
| Security National Bank of So Dak | 2,637 | $598.0K | 0.40% | −11,727−81.6% | 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 |
| Stephens Inc | 2,607 | $591.0K | 0.01% | −6−0.2% | Reduced |
| E. Ohman J:or Asset Management AB | 2,600 | $589.5K | 0.02% | −3,100−54.4% | Reduced |
| Diversified Trust Co | 2,527 | $573.0K | 0.02% | +775+44.2% | Added |
| Fca Corp | 2,500 | $567.0K | 0.19% | +2,500 | New |
| Harvest Fund Management Co., Ltd | 2,511 | $566.0K | 0.10% | +2,389+1,958.2% | Added |
| Park Avenue Securities LLC | 2,457 | $557.0K | 0.01% | −720−22.7% | Reduced |
| J.W. Cole Advisors, Inc. | 2,450 | $555.0K | 0.04% | +2,450 | New |
| Pearl River Capital, LLC | 2,430 | $551.0K | 0.15% | −8,392−77.5% | Reduced |
| Cetera Investment Advisers | 2,330 | $528.0K | 0.01% | −147−5.9% | Reduced |
| Renaissance Group LLC | 2,322 | $526.0K | 0.02% | −55−2.3% | Reduced |
| NEXT Financial Group, Inc | 2,289 | $519.0K | 0.03% | +1,332+139.2% | Added |
| Reynders McVeigh Capital Management, LLC | 2,280 | $517.0K | 0.03% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 2,252 | $511.0K | 0.15% | 00.0% | Unchanged |
| Menard Financial Group LLC | 2,232 | $506.0K | 0.41% | +2,232 | New |