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.
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding Extra Space Storage Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alta Advisers Ltd | 500 | $81.5K | 0.05% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 543 | $88.0K | 0.01% | +543 | New |
| Proequities, Inc. | 543 | $88.5K | 0.01% | −72−11.7% | Reduced |
| Muzinich & Co., Inc. | 548 | $89.3K | 0.08% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 549 | $89.4K | 0.01% | +141+34.6% | Added |
| Central Trust Co | 550 | $89.6K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 562 | $91.0K | 0.00% | −4,049−87.8% | Reduced |
| Private Trust Co NA | 612 | $99.7K | 0.01% | +70+12.9% | Added |
| Vaughan Nelson Investment Management, L.P. | 625 | $102.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 692 | $112.8K | 0.00% | +28+4.2% | Added |
| Chilton Capital Management LLC | 700 | $114.1K | 0.01% | +700 | New |
| Quadrant Capital Group LLC | 712 | $116.0K | 0.01% | +138+24.0% | Added |
| Anchor Investment Management, LLC | 730 | $118.9K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 760 | $124.0K | 0.03% | +760 | New |
| Fortis Capital Advisors, LLC | 777 | $126.6K | 0.07% | +724+1,366.0% | Added |
| C M Bidwell & Associates Ltd | 867 | $141.3K | 0.11% | −701−44.7% | Reduced |
| Sentry Investment Management LLC | 869 | $142.0K | 0.06% | +869 | New |
| CWM, LLC | 1,005 | $164.0K | 0.00% | +235+30.5% | Added |
| TCTC Holdings, LLC | 1,069 | $174.2K | 0.01% | +115+12.1% | Added |
| Seaport Global Advisors, LLC | 1,108 | $180.5K | 0.57% | 00.0% | Unchanged |
| First Manhattan Co | 1,170 | $190.6K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 1,230 | $200.0K | 0.00% | −1,312−51.6% | Reduced |
| Belpointe Asset Management LLC | 1,231 | $200.7K | 0.01% | +1,002+437.6% | Added |
| Capital Square, LLC | 1,240 | $201.9K | 0.19% | +1,240 | New |
| EP Wealth Advisors, LLC | 4,835 | $202.6K | 0.00% | −2,823−36.9% | Reduced |
| Private Advisor Group, LLC | 1,245 | $202.8K | 0.00% | +1,245 | New |
| National Asset Management, Inc. | 1,245 | $202.9K | 0.01% | +1,245 | New |
| Augustine Asset Management Inc | 1,248 | $203.3K | 0.10% | +1,248 | New |
| Hennion & Walsh Asset Management, Inc. | 1,251 | $204.0K | 0.01% | +1,251 | New |
| Sonora Investment Management Group, LLC | 1,256 | $204.6K | 0.02% | +1,256 | New |
| Wetherby Asset Management Inc | 1,269 | $206.8K | 0.01% | +1,269 | New |
| American Investment Services, Inc. | 1,407 | $207.1K | 0.04% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,271 | $207.1K | 0.01% | +1,271 | New |
| Jacobs Levy Equity Management, Inc | 1,278 | $208.2K | 0.00% | −30,365−96.0% | Reduced |
| Element Pointe Advisors, LLC | 1,303 | $212.3K | 0.07% | +1,303 | New |
| First Heartland Consultants, Inc. | 1,311 | $213.6K | 0.03% | +1,311 | New |
| Baird Financial Group, Inc. | 1,311 | $213.6K | 0.00% | +1,311 | New |
| Bradley Foster & Sargent Inc | 1,325 | $215.9K | 0.01% | +1,325 | New |
| Assenagon Asset Management S.A. | 1,340 | $218.3K | 0.00% | −465−25.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 1,350 | $220.0K | 0.09% | +1,350 | New |
| Spire Wealth Management | 1,351 | $220.1K | 0.01% | −77−5.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,375 | $224.0K | 0.00% | −51−3.6% | Reduced |
| Moody National Bank Trust Division | 1,380 | $224.8K | 0.02% | 00.0% | Unchanged |
| Marco Investment Management LLC | 1,390 | $226.5K | 0.03% | 00.0% | Unchanged |
| First Western Trust Bank | 1,397 | $227.6K | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 1,405 | $228.8K | 0.01% | +1,405 | New |
| Ellevest, Inc. | 1,427 | $232.5K | 0.02% | +117+8.9% | Added |
| Stephens Inc | 1,444 | $235.3K | 0.00% | −674−31.8% | Reduced |
| Buckingham Strategic Wealth, LLC | 1,611 | $237.1K | 0.00% | 00.0% | Unchanged |
| Thomas White International Ltd | 1,483 | $241.6K | 0.05% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 1,486 | $242.1K | 0.00% | −4,541−75.3% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,500 | $244.0K | 0.01% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 1,510 | $246.2K | 0.02% | +82+5.7% | Added |
| Rockefeller Capital Management L.P. | 1,518 | $247.0K | 0.00% | +218+16.8% | Added |
| Mather Group, LLC. | 1,521 | $247.8K | 0.00% | −1,758−53.6% | Reduced |
| Renaissance Group LLC | 1,586 | $258.4K | 0.01% | −21−1.3% | Reduced |
| Farmers & Merchants Investments Inc | 1,597 | $260.2K | 0.01% | −354−18.1% | Reduced |
| American Assets Investment Management, LLC | 1,610 | $262.3K | 0.03% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,616 | $263.0K | 0.05% | −32−1.9% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 1,620 | $263.9K | 0.16% | −35−2.1% | Reduced |
| Curtis Advisory Group, LLC | 1,620 | $263.9K | 0.10% | +97+6.4% | Added |
| Fund Management at Engine No. 1 LLC | 1,624 | $264.6K | 0.05% | +150+10.2% | Added |
| Ameritas Investment Partners, Inc. | 1,648 | $268.5K | 0.01% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 1,665 | $271.3K | 0.01% | +1,665 | New |
| Bleakley Financial Group, LLC | 1,665 | $271.3K | 0.01% | +1,665 | New |
| DRW Securities, LLC | 1,668 | $272.0K | 0.04% | +173+11.6% | Added |
| Cypress Capital Group | 1,678 | $273.4K | 0.04% | +98+6.2% | Added |
| Horizon Investments, LLC | 1,680 | $273.7K | 0.01% | +48+2.9% | Added |
| Whittier Trust Co | 1,703 | $277.5K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,712 | $278.9K | 0.02% | −117−6.4% | Reduced |
| Logan Capital Management Inc | 1,730 | $281.9K | 0.01% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 1,750 | $285.0K | 0.19% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 1,750 | $285.1K | 0.04% | 00.0% | Unchanged |
| Appleton Group, LLC | 1,787 | $291.2K | 0.57% | +1,787 | New |
| Citadel Advisors LLC | 1,803 | $293.8K | 0.00% | −304,574−99.4% | Reduced |
| Clarius Group, LLC | 1,803 | $293.8K | 0.02% | +13+0.7% | Added |
| Teamwork Financial Advisors, LLC | 1,804 | $294.0K | 0.05% | −4,495−71.4% | Reduced |
| Bailard, Inc. | 1,817 | $296.0K | 0.01% | +4+0.2% | Added |
| Checchi Capital Advisers, LLC | 1,821 | $296.7K | 0.03% | −82−4.3% | Reduced |
| Covenant Asset Management, LLC | 1,839 | $299.6K | 0.10% | −577−23.9% | Reduced |
| Gateway Investment Advisers LLC | 1,844 | $300.4K | 0.00% | 00.0% | Unchanged |
| Veriti Management LLC | 1,850 | $301.4K | 0.04% | +1,850 | New |
| MAI Capital Management | 1,888 | $307.7K | 0.00% | +15+0.8% | Added |
| Prudent Man Advisors, LLC | 1,897 | $309.0K | 0.12% | 00.0% | Unchanged |
| Keybank National Association | 1,930 | $314.5K | 0.00% | +40+2.1% | Added |
| Brinker Capital Investments, LLC | 1,943 | $316.6K | 0.00% | −47−2.4% | Reduced |
| Orion Portfolio Solutions, LLC | 1,943 | $316.6K | 0.00% | +1,943 | New |
| Inceptionr LLC | 1,957 | $318.9K | 0.10% | +1,957 | New |
| Auxano Advisors, LLC | 1,968 | $320.6K | 0.13% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 1,973 | $321.5K | 0.02% | −275−12.2% | Reduced |
| Allworth Financial LP | 2,002 | $326.2K | 0.00% | −87−4.2% | Reduced |
| Virtus ETF Advisers LLC | 2,013 | $328.0K | 0.18% | +2,013 | New |
| Oppenheimer & Co Inc | 2,026 | $330.1K | 0.01% | −557−21.6% | Reduced |
| Greenleaf Trust | 2,027 | $330.3K | 0.00% | +563+38.5% | Added |
| Veritable, L.P. | 2,063 | $336.1K | 0.01% | −153−6.9% | Reduced |
| Capital International Inc | 2,063 | $336.1K | 0.01% | +175+9.3% | Added |
| Arkadios Wealth Advisors | 2,089 | $340.4K | 0.04% | −30−1.4% | Reduced |
| Power Corp of Canada | 2,224 | $340.7K | 0.04% | +1,112+100.0% | Added |
| Profund Advisors LLC | 2,097 | $341.7K | 0.02% | −499−19.2% | Reduced |
| Mercer Global Advisors Inc | 2,129 | $347.0K | 0.00% | −636−23.0% | Reduced |