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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 2022

Institutional positions in Extra Space Storage Inc. as of Dec 31, 2022. 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
590
−27 vs. Q3 2022
Shares held
130.0M
−256.6K (−0.2%) vs. Q3 2022
Total value
$19.1B
−$3.36B (−14.9%) vs. Q3 2022
New holders
76
183 more added
Sold out
103
239 more reduced

12 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: 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 2022: 590 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 2022: $19.1B
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 2022

Shares, value and share of portfolio for each institution holding Extra Space Storage Inc.; share changes are against Q3 2022.

Institutions holding EXR in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Smithfield Trust Co231$34.0K0.00%00.0%Unchanged
Belpointe Asset Management LLC229$33.8K0.00%+229New
Ten Capital Wealth Advisors, LLC206$30.3K0.01%00.0%Unchanged
HM Payson & Co200$29.4K0.00%00.0%Unchanged
Covestor Ltd193$28.0K0.02%+96+99.0%Added
Money Concepts Capital Corp180$26.5K0.00%+180New
Capital Analysts, LLC167$25.0K0.00%−1−0.6%Reduced
American National Bank171$25.0K0.01%+125+271.7%Added
Newbridge Financial Services Group, Inc.163$24.0K0.01%+8+5.2%Added
Accurate Wealth Management, LLC152$22.3K0.01%+152New
Salem Investment Counselors Inc146$21.5K0.00%00.0%Unchanged
CVA Family Office, LLC140$20.6K0.00%+50+55.6%Added
Financial Management Professionals, Inc.135$20.0K0.00%+93+221.4%Added
Clear Street Markets LLC137$20.0K0.00%+137New
FinTrust Capital Advisors, LLC125$18.4K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC124$18.3K0.00%−7−5.3%Reduced
Global Retirement Partners, LLC107$15.7K0.00%+24+28.9%Added
Lindbrook Capital, LLC102$15.0K0.00%−139−57.7%Reduced
Missouri Trust & Investment Co100$15.0K0.01%00.0%Unchanged
Tucker Asset Management LLC100$14.9K0.00%00.0%Unchanged
Bell Investment Advisors, Inc101$14.9K0.00%+9+9.8%Added
Byrne Asset Management LLC100$14.7K0.01%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt100$14.7K0.00%00.0%Unchanged
Quarry LP97$14.3K0.02%+97New
Farther Finance Advisors, LLC93$13.7K0.01%+93New
Riverview Trust Co86$13.0K0.01%+86New
Umb Bank N A83$12.0K0.00%−11−11.7%Reduced
HHM Wealth Advisors, LLC79$11.6K0.00%+21+36.2%Added
Steward Partners Investment Advisory, LLC76$11.2K0.00%−115−60.2%Reduced
Glassman Wealth Services73$10.7K0.00%−23−24.0%Reduced
Zions Bancorporation, N.A.70$10.3K0.00%−12−14.6%Reduced
Mount Lucas Management LP68$10.0K0.00%−14,265−99.5%Reduced
Comerica Securities,inc.66$9.74K0.00%+66New
Plante Moran Financial Advisors, LLC65$9.57K0.00%+65New
Parkside Financial Bank & Trust62$9.13K0.00%−82−56.9%Reduced
RE Dickinson Investment Advisors, LLC64$9.00K0.00%00.0%Unchanged
AlphaMark Advisors, LLC60$9.00K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP61$8.98K0.00%−2,219−97.3%Reduced
Earnest Partners LLC59$8.68K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC53$7.80K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC53$7.80K0.00%00.0%Unchanged
Fortis Capital Advisors, LLC53$7.80K0.00%+53New
Natixis50$7.36K0.00%−28,796−99.8%Reduced
Larson Financial Group LLC48$7.04K0.00%+1+2.1%Added
Massmutual Trust Co FSB50$7.00K0.00%−48−49.0%Reduced
Evolution Advisers, Inc.50$7.00K0.01%00.0%Unchanged
MV Capital Management, Inc.46$6.77K0.00%−45−49.5%Reduced
Delos Wealth Advisors, LLC45$6.62K0.01%00.0%Unchanged
Eagle Bay Advisors LLC39$5.76K0.00%−3−7.1%Reduced
TCI Wealth Advisors, Inc.32$4.71K0.00%00.0%Unchanged
Bogart Wealth, LLC30$4.42K0.00%00.0%Unchanged
Romano Brothers and Company27$3.97K0.00%+27New
EverSource Wealth Advisors, LLC26$3.83K0.00%+3+13.0%Added
BDO Wealth Advisors, LLC25$3.68K0.00%00.0%Unchanged
Colonial Trust Advisors20$2.94K0.00%+20New
Abound Wealth Management19$2.80K0.00%+10+111.1%Added
Harbor Investment Advisory, LLC19$2.80K0.00%00.0%Unchanged
Investors Research Corp19$2.80K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC19$2.80K0.00%+19New
Raffa Wealth Management, LLC18$2.65K0.00%−8−30.8%Reduced
Wolff Wiese Magana LLC17$2.50K0.00%00.0%Unchanged
Sargent Bickham Lagudis LLC15$2.21K0.00%00.0%Unchanged
Red Tortoise LLC15$2.21K0.00%+15New
Loomis Sayles & Co L P11$2.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC13$1.91K0.00%00.0%Unchanged
Okabena Investment Services Inc13$1.91K0.00%+13New
Hollencrest Capital Management13$1.91K0.00%+13New
Truvestments Capital LLC13$1.91K0.00%+13New
AdvisorNet Financial, Inc12$1.77K0.00%−33−73.3%Reduced
First Horizon Advisors, Inc.11$1.62K0.00%00.0%Unchanged
Zullo Investment Group, Inc.11$1.62K0.00%00.0%Unchanged
Sound Income Strategies, LLC10$1.47K0.00%00.0%Unchanged
Quent Capital, LLC9$1.32K0.00%−44−83.0%Reduced
WR Wealth Planners, LLC8$1.18K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC4$1.00K0.00%−19−82.6%Reduced
Asset Dedication, LLC4$1.00K0.00%+4New
Cullen/Frost Bankers, Inc.6$8830.00%00.0%Unchanged
North Star Investment Management Corp.6$8830.00%+6New
Gould Capital, LLC5$7360.00%00.0%Unchanged
Cornerstone Planning Group LLC4$6000.00%+4New
SRS Capital Advisors, Inc.4$5890.00%00.0%Unchanged
Addison Advisors LLC4$5890.00%00.0%Unchanged
My Personal CFO, LLC4$5890.00%+4New
EWG Elevate Inc.3$4420.00%+3New
Financial Synergies Wealth Advisors, Inc.2$2950.00%00.0%Unchanged
Versant Capital Management, Inc2$2940.00%−8−80.0%Reduced
BerganKDV Wealth Management, LLC2$2940.00%+2New
Dark Forest Capital Management LP1$1470.00%+1New
Raleigh Capital Management Inc.1$810.00%−27−96.4%Reduced
Iron Horse Wealth Management, LLC1$00.00%+1New
Clean Yield Group0$00.00%−14−100.0%Sold out
Martingale Asset Management L P0$00.00%−141,025−100.0%Sold out
Zimmer Partners, LP0$00.00%−75,000−100.0%Sold out
UBS Oconnor LLC0$00.00%−71,926−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−49,896−100.0%Sold out
Renaissance Technologies LLC0$00.00%−45,200−100.0%Sold out
Manning & Napier Group, LLC0$00.00%−23,810−100.0%Sold out
Aptus Capital Advisors, LLC0$00.00%−18,814−100.0%Sold out
Wakefield Asset Management LLLP0$00.00%−14,949−100.0%Sold out
AlphaCrest Capital Management LLC0$00.00%−12,107−100.0%Sold out