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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, Q1 2023

Institutional positions in Extra Space Storage Inc. as of Mar 31, 2023. 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
581
+5 vs. Q4 2022
Shares held
133.6M
+3.76M (+2.9%) vs. Q4 2022
Total value
$21.5B
+$2.36B (+12.3%) vs. Q4 2022
New holders
70
219 more added
Sold out
65
198 more reduced

14 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 581 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 heldQ1 2023: $21.5B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Extra Space Storage Inc.; share changes are against Q4 2022.

Institutions holding EXR in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
GW&K Investment Management, LLC2$00.00%+2New
Values First Advisors, Inc.0$500.00%0New
Sugarloaf Wealth Management, LLC0$1160.00%−279−100.0%Reduced
Core Alternative Capital1$1630.00%+1New
Sunbelt Securities, Inc.2$3180.00%+2New
Financial Synergies Wealth Advisors, Inc.2$3260.00%00.0%Unchanged
BerganKDV Wealth Management, LLC2$3260.00%00.0%Unchanged
Versant Capital Management, Inc4$6440.00%+2+100.0%Added
SRS Capital Advisors, Inc.4$6520.00%00.0%Unchanged
USA Financial Portformulas Corp4$6520.00%+4New
Armstrong Advisory Group, Inc5$8150.00%+5New
Brown Brothers Harriman & Co6$9780.00%−322−98.2%Reduced
North Star Investment Management Corp.6$9780.00%00.0%Unchanged
Asset Dedication, LLC4$1.00K0.00%00.0%Unchanged
Centerpoint Advisors, LLC5$1.00K0.00%+5New
Okabena Investment Services Inc5$1.14K0.00%−8−61.5%Reduced
WR Wealth Planners, LLC8$1.30K0.00%00.0%Unchanged
Quent Capital, LLC9$1.47K0.00%00.0%Unchanged
Sound Income Strategies, LLC10$1.63K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC11$1.79K0.00%−15−57.7%Reduced
Grove Bank & Trust12$1.96K0.00%+12New
Loomis Sayles & Co L P13$2.00K0.00%+2+18.2%Added
Hollencrest Capital Management13$2.12K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC13$2.12K0.00%00.0%Unchanged
Red Tortoise LLC15$2.44K0.00%00.0%Unchanged
Colonial Trust Advisors16$2.61K0.00%−4−20.0%Reduced
Wolff Wiese Magana LLC17$2.77K0.00%00.0%Unchanged
Raffa Wealth Management, LLC18$2.93K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC20$3.00K0.00%+16+400.0%Added
Harbor Investment Advisory, LLC19$3.10K0.00%00.0%Unchanged
Investors Research Corp19$3.10K0.00%00.0%Unchanged
Abound Wealth Management19$3.10K0.00%00.0%Unchanged
AdvisorNet Financial, Inc23$3.75K0.00%+11+91.7%Added
BDO Wealth Advisors, LLC25$4.07K0.00%00.0%Unchanged
Bogart Wealth, LLC30$4.89K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.32$5.21K0.00%00.0%Unchanged
IFP Advisors, Inc106$5.61K0.00%−137−56.4%Reduced
Clearstead Advisors, LLC39$6.36K0.00%+39New
Eagle Bay Advisors LLC39$6.38K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC45$7.33K0.01%00.0%Unchanged
MV Capital Management, Inc.49$7.98K0.00%+3+6.5%Added
Evolution Advisers, Inc.50$8.00K0.01%00.0%Unchanged
Cape Investment Advisory, Inc.51$8.30K0.01%+51New
Northwest Investment Counselors, LLC53$8.63K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC53$8.63K0.00%00.0%Unchanged
Gould Capital, LLC55$8.96K0.01%+50+1,000.0%Added
Rosenberg Matthew Hamilton57$9.29K0.00%+57New
Earnest Partners LLC59$9.61K0.00%00.0%Unchanged
AlphaMark Advisors, LLC60$10.0K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC64$10.0K0.00%00.0%Unchanged
Glassman Wealth Services64$10.4K0.00%−9−12.3%Reduced
Parkside Financial Bank & Trust64$10.4K0.00%+2+3.2%Added
Wolverine Asset Management LLC65$10.6K0.00%−3,618−98.2%Reduced
Baker Avenue Asset Management, LP65$10.6K0.00%+4+6.6%Added
Ofi Invest Asset Management1,739,115$10.7K0.06%+1,739,115New
Quarry LP69$11.2K0.01%−28−28.9%Reduced
Zions Bancorporation, N.A.74$12.1K0.00%+4+5.7%Added
Steward Partners Investment Advisory, LLC76$12.4K0.00%00.0%Unchanged
Umb Bank N A79$12.9K0.00%−4−4.8%Reduced
Riverview Trust Co86$14.0K0.01%00.0%Unchanged
Creative Financial Designs Inc88$14.3K0.00%+88New
HHM Wealth Advisors, LLC91$14.8K0.00%+12+15.2%Added
Bell Investment Advisors, Inc97$15.8K0.00%−4−4.0%Reduced
Byrne Asset Management LLC100$16.0K0.01%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt100$16.3K0.00%00.0%Unchanged
Missouri Trust & Investment Co100$16.3K0.01%00.0%Unchanged
Tucker Asset Management LLC100$16.3K0.00%00.0%Unchanged
PSI Advisors, LLC100$16.3K0.01%+100New
Global Retirement Partners, LLC120$17.7K0.00%+13+12.1%Added
FinTrust Capital Advisors, LLC125$18.4K0.00%00.0%Unchanged
Lindbrook Capital, LLC120$19.6K0.00%+18+17.6%Added
Prestige Wealth Management Group LLC127$20.7K0.01%+3+2.4%Added
Farther Finance Advisors, LLC129$21.0K0.01%+36+38.7%Added
TD Private Client Wealth LLC132$21.5K0.00%−126−48.8%Reduced
GPS Wealth Strategies Group, LLC134$21.8K0.00%+134New
Newbridge Financial Services Group, Inc.140$22.8K0.01%−23−14.1%Reduced
Financial Management Professionals, Inc.139$23.0K0.00%+4+3.0%Added
Salem Investment Counselors Inc146$23.8K0.00%00.0%Unchanged
HM Payson & Co150$24.4K0.00%−50−25.0%Reduced
First Horizon Advisors, Inc.151$24.6K0.00%+140+1,272.7%Added
American National Bank152$24.8K0.00%−19−11.1%Reduced
Massmutual Trust Co FSB181$29.5K0.00%+131+262.0%Added
CNB Bank195$31.8K0.02%+195New
Ten Capital Wealth Advisors, LLC206$33.6K0.01%00.0%Unchanged
Smithfield Trust Co231$37.0K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.248$40.4K0.02%−4−1.6%Reduced
Covestor Ltd253$41.0K0.04%+60+31.1%Added
Huntington National Bank254$41.4K0.00%−98−27.8%Reduced
Bank Julius Baer & Co. Ltd, Zurich266$43.0K0.00%00.0%Unchanged
Clear Street Markets LLC263$43.0K0.01%+126+92.0%Added
Ronald Blue Trust, Inc.329$48.0K0.00%−55−14.3%Reduced
CVA Family Office, LLC295$48.1K0.01%+155+110.7%Added
Federation des caisses Desjardins du Quebec337$54.9K0.00%−1,094−76.5%Reduced
Westside Investment Management, Inc.345$56.2K0.02%00.0%Unchanged
Geneos Wealth Management Inc.350$57.0K0.00%00.0%Unchanged
Ameritas Advisory Services, LLC371$58.0K0.00%+371New
First Eagle Investment Management, LLC369$60.1K0.00%+369New
Parallax Volatility Advisers, L.P.430$70.1K0.00%+430New
Signaturefd, LLC493$80.3K0.00%+39+8.6%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main500$81.5K0.00%−1,540−75.5%Reduced