Skip to main content

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
Whalerock Point Partners, LLC2,225$504.5K0.17%00.0%Unchanged
Washington Trust Co2,225$504.0K0.02%00.0%Unchanged
IndexIQ Advisors LLC2,206$500.0K0.02%−67−2.9%Reduced
Gamco Investors, Inc. Et Al2,200$499.0K0.00%+100+4.8%Added
Toroso Investments, LLC2,194$497.0K0.02%+837+61.7%Added
IBM Retirement Fund2,185$495.0K0.06%−1,525−41.1%Reduced
Mather Group, LLC.2,180$494.0K0.01%+2,180New
Vontobel Holding Ltd.2,167$491.0K0.00%+2,167New
Lebenthal Global Advisors, LLC2,164$490.0K0.20%−1,916−47.0%Reduced
Caxton Associates LP2,148$487.0K0.06%−1,385−39.2%Reduced
Arkadios Wealth Advisors2,138$485.0K0.07%−499−18.9%Reduced
Brinker Capital Investments, LLC2,075$470.0K0.01%+238+13.0%Added
Curtis Advisory Group, LLC2,058$467.0K0.15%00.0%Unchanged
Putnam Investments LLC2,050$465.0K0.00%00.0%Unchanged
Patron Partners Advisors, LLC2,028$460.0K0.30%+471+30.3%Added
K.J. Harrison & Partners Inc2,000$454.0K0.06%00.0%Unchanged
Buckingham Strategic Wealth, LLC1,977$448.0K0.01%−71−3.5%Reduced
Engineers Gate Manager LP1,972$447.0K0.02%+1,972New
Harbour Investments, Inc.1,949$442.0K0.03%−273−12.3%Reduced
Banque Pictet & Cie SA1,950$442.0K0.00%+1,950New
Cresset Asset Management, LLC1,932$438.0K0.00%−573−22.9%Reduced
Ellevest, Inc.1,930$438.0K0.04%+681+54.5%Added
Farmers & Merchants Investments Inc1,930$438.0K0.02%+805+71.6%Added
Johanson Financial Advisors, Inc.1,921$435.0K0.13%+1,921New
Sigma Planning Corp1,907$433.0K0.01%−103−5.1%Reduced
West Family Investments, Inc.1,882$427.0K0.12%−501−21.0%Reduced
Bailard, Inc.1,873$425.0K0.01%00.0%Unchanged
Wexford Capital LP1,871$424.0K0.04%+1,871New
Cookson Peirce & Co Inc1,868$424.0K0.02%+1,868New
Capital Advisory Group Advisory Services, LLC1,805$409.0K0.18%+35+2.0%Added
Tokio Marine Asset Management Co Ltd1,806$409.0K0.03%+116+6.9%Added
Krane Funds Advisors LLC1,786$405.0K0.01%−419−19.0%Reduced
TownSquare Capital, LLC1,788$405.0K0.01%−258−12.6%Reduced
Ieq Capital, LLC1,765$400.0K0.01%+347+24.5%Added
Ameritas Investment Partners, Inc.1,755$398.0K0.01%−125−6.6%Reduced
Beaton Management Co. Inc.1,750$397.0K0.24%+500+40.0%Added
Fishman Jay A Ltd1,750$396.8K0.04%00.0%Unchanged
Naviter Wealth, LLC1,743$395.0K0.12%+1,743New
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,709$388.0K0.02%−114−6.3%Reduced
Bradley Foster & Sargent Inc1,696$385.0K0.01%00.0%Unchanged
Assenagon Asset Management S.A.1,655$375.0K0.00%+49+3.1%Added
Osborne Partners Capital Management, LLC1,600$363.0K0.03%−50−3.0%Reduced
Livforsakringsbolaget Skandia, Omsesidigt1,600$363.0K0.02%00.0%Unchanged
Gateway Investment Advisers LLC1,597$362.0K0.00%−93−5.5%Reduced
BCJ Capital Management, LLC1,576$357.0K0.03%+1,576New
Greenleaf Trust1,562$354.0K0.00%+21+1.4%Added
Augustine Asset Management Inc1,562$354.0K0.17%+27+1.8%Added
American Investment Services, Inc.1,556$353.0K0.08%00.0%Unchanged
First Affirmative Financial Network1,545$350.0K0.32%+66+4.5%Added
Liberty Wealth Management LLC1,513$343.0K0.13%−605−28.6%Reduced
Checchi Capital Advisers, LLC1,507$342.0K0.04%+82+5.8%Added
Perpetual Investment Management Ltd1,500$340.0K0.04%00.0%Unchanged
Holderness Investments Co1,484$336.0K0.10%+122+9.0%Added
Jump Financial, LLC1,465$332.0K0.02%−9,984−87.2%Reduced
Pathstone Family Office, LLC1,466$332.0K0.01%+81+5.8%Added
Carmel Capital Partners, LLC1,465$332.0K0.25%+1,465New
Invst, LLC1,761$329.0K0.05%−496−22.0%Reduced
Manteio Capital LLC1,453$329.0K0.42%+1,453New
Northwestern Mutual Wealth Management Co1,448$328.0K0.00%+517+55.5%Added
Federation des caisses Desjardins du Quebec1,431$324.3K0.00%−258−15.3%Reduced
Marco Investment Management LLC1,390$315.0K0.03%00.0%Unchanged
Clarius Group, LLC1,389$315.0K0.02%+148+11.9%Added
Sound View Wealth Advisors Group, LLC1,381$313.0K0.06%−594−30.1%Reduced
Minot Wealth Management LLC1,359$308.0K0.06%−1−0.1%Reduced
Cetera Advisors LLC1,357$308.0K0.01%+1,357New
Supplemental Annuity Collective Trust of NJ1,350$306.0K0.09%00.0%Unchanged
Douglass Winthrop Advisors, LLC1,350$306.0K0.01%+50+3.8%Added
Siemens Fonds Invest GmbH1,339$302.0K0.02%−5−0.4%Reduced
Private Advisor Group, LLC1,330$302.0K0.00%+1,330New
MBB Public Markets I LLC1,331$302.0K0.01%+1,331New
Coastal Investment Advisors, Inc.1,327$301.0K0.07%+3+0.2%Added
Ground Swell Capital, LLC1,328$301.0K1.75%+1,328New
McLean Asset Management Corp1,406$298.0K0.12%00.0%Unchanged
Element Pointe Advisors, LLC1,303$295.0K0.09%00.0%Unchanged
Ninepoint Partners LP1,297$294.0K0.11%+1,297New
Blair William & Co1,289$292.0K0.00%+10+0.8%Added
Independent Advisor Alliance1,286$292.0K0.01%+1,286New
Baird Financial Group, Inc.1,265$286.0K0.00%+1,265New
6 Meridian1,252$284.0K0.02%+5+0.4%Added
Oppenheimer & Co Inc1,252$284.0K0.00%+1,252New
Personal Cfo Solutions, LLC1,250$283.0K0.05%−230−15.5%Reduced
Sentry Investment Management LLC1,239$281.0K0.07%+158+14.6%Added
WBH Advisory Inc1,231$279.0K0.03%−5−0.4%Reduced
Brookstone Capital Management1,339$279.0K0.00%+1,339New
Claraphi Advisory Network, LLC1,229$279.0K0.10%+1,229New
Sonora Investment Management Group, LLC1,219$276.0K0.03%+1,219New
Algert Global LLC1,210$274.0K0.03%−192−13.7%Reduced
Cambria Investment Management, L.P.1,200$272.0K0.05%−408−25.4%Reduced
CRA Financial Services, LLC1,200$272.0K0.08%00.0%Unchanged
Apollon Wealth Management, LLC1,200$272.0K0.02%+1,200New
Fiduciary Group LLC1,168$265.0K0.03%00.0%Unchanged
Metis Global Partners, LLC1,169$265.0K0.07%+1,169New
Blueprint Investment Partners LLC1,160$263.0K0.06%+170+17.2%Added
Keybank National Association1,160$263.0K0.00%+1,160New
Amussen Hunsaker Associates LLC1,190$263.0K0.06%+1,190New
Financial Network Wealth Management LLC1,150$261.0K0.13%+1,150New
AlphaStar Capital Management, LLC1,272$259.0K0.02%+182+16.7%Added
Balentine LLC1,138$258.0K0.01%+1,138New
First Manhattan Co1,125$255.0K0.00%00.0%Unchanged
C2C Wealth Management, LLC1,111$252.0K0.04%+1,111New