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 |
|---|---|---|---|---|---|
| Gateway Investment Advisers LLC | 1,844 | $300.4K | 0.00% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 1,839 | $299.6K | 0.10% | −577−23.9% | Reduced |
| Checchi Capital Advisers, LLC | 1,821 | $296.7K | 0.03% | −82−4.3% | Reduced |
| Bailard, Inc. | 1,817 | $296.0K | 0.01% | +4+0.2% | Added |
| Teamwork Financial Advisors, LLC | 1,804 | $294.0K | 0.05% | −4,495−71.4% | Reduced |
| 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 |
| Appleton Group, LLC | 1,787 | $291.2K | 0.57% | +1,787 | New |
| Fishman Jay A Ltd | 1,750 | $285.1K | 0.04% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 1,750 | $285.0K | 0.19% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1,730 | $281.9K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,712 | $278.9K | 0.02% | −117−6.4% | Reduced |
| Whittier Trust Co | 1,703 | $277.5K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,680 | $273.7K | 0.01% | +48+2.9% | Added |
| Cypress Capital Group | 1,678 | $273.4K | 0.04% | +98+6.2% | Added |
| DRW Securities, LLC | 1,668 | $272.0K | 0.04% | +173+11.6% | Added |
| 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 |
| Ameritas Investment Partners, Inc. | 1,648 | $268.5K | 0.01% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 1,624 | $264.6K | 0.05% | +150+10.2% | Added |
| 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 |
| Cigna Investments Inc | 1,616 | $263.0K | 0.05% | −32−1.9% | Reduced |
| American Assets Investment Management, LLC | 1,610 | $262.3K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,597 | $260.2K | 0.01% | −354−18.1% | Reduced |
| Renaissance Group LLC | 1,586 | $258.4K | 0.01% | −21−1.3% | Reduced |
| Mather Group, LLC. | 1,521 | $247.8K | 0.00% | −1,758−53.6% | Reduced |
| Rockefeller Capital Management L.P. | 1,518 | $247.0K | 0.00% | +218+16.8% | Added |
| CAPROCK Group, Inc. | 1,510 | $246.2K | 0.02% | +82+5.7% | Added |
| Douglass Winthrop Advisors, LLC | 1,500 | $244.0K | 0.01% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 1,486 | $242.1K | 0.00% | −4,541−75.3% | Reduced |
| Thomas White International Ltd | 1,483 | $241.6K | 0.05% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 1,611 | $237.1K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 1,444 | $235.3K | 0.00% | −674−31.8% | Reduced |
| Ellevest, Inc. | 1,427 | $232.5K | 0.02% | +117+8.9% | Added |
| Ieq Capital, LLC | 1,405 | $228.8K | 0.01% | +1,405 | New |
| First Western Trust Bank | 1,397 | $227.6K | 0.01% | 00.0% | Unchanged |
| Marco Investment Management LLC | 1,390 | $226.5K | 0.03% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 1,380 | $224.8K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,375 | $224.0K | 0.00% | −51−3.6% | Reduced |
| Spire Wealth Management | 1,351 | $220.1K | 0.01% | −77−5.4% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 1,350 | $220.0K | 0.09% | +1,350 | New |
| Assenagon Asset Management S.A. | 1,340 | $218.3K | 0.00% | −465−25.8% | Reduced |
| Bradley Foster & Sargent Inc | 1,325 | $215.9K | 0.01% | +1,325 | New |
| Baird Financial Group, Inc. | 1,311 | $213.6K | 0.00% | +1,311 | New |
| First Heartland Consultants, Inc. | 1,311 | $213.6K | 0.03% | +1,311 | New |
| Element Pointe Advisors, LLC | 1,303 | $212.3K | 0.07% | +1,303 | New |
| Jacobs Levy Equity Management, Inc | 1,278 | $208.2K | 0.00% | −30,365−96.0% | Reduced |
| Snowden Capital Advisors LLC | 1,271 | $207.1K | 0.01% | +1,271 | New |
| American Investment Services, Inc. | 1,407 | $207.1K | 0.04% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 1,269 | $206.8K | 0.01% | +1,269 | New |
| Sonora Investment Management Group, LLC | 1,256 | $204.6K | 0.02% | +1,256 | New |
| Hennion & Walsh Asset Management, Inc. | 1,251 | $204.0K | 0.01% | +1,251 | New |
| Augustine Asset Management Inc | 1,248 | $203.3K | 0.10% | +1,248 | New |
| National Asset Management, Inc. | 1,245 | $202.9K | 0.01% | +1,245 | New |
| Private Advisor Group, LLC | 1,245 | $202.8K | 0.00% | +1,245 | New |
| EP Wealth Advisors, LLC | 4,835 | $202.6K | 0.00% | −2,823−36.9% | Reduced |
| Capital Square, LLC | 1,240 | $201.9K | 0.19% | +1,240 | New |
| Belpointe Asset Management LLC | 1,231 | $200.7K | 0.01% | +1,002+437.6% | Added |
| MML Investors Services, LLC | 1,230 | $200.0K | 0.00% | −1,312−51.6% | Reduced |
| First Manhattan Co | 1,170 | $190.6K | 0.00% | 00.0% | Unchanged |
| Seaport Global Advisors, LLC | 1,108 | $180.5K | 0.57% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,069 | $174.2K | 0.01% | +115+12.1% | Added |
| CWM, LLC | 1,005 | $164.0K | 0.00% | +235+30.5% | Added |
| Sentry Investment Management LLC | 869 | $142.0K | 0.06% | +869 | New |
| C M Bidwell & Associates Ltd | 867 | $141.3K | 0.11% | −701−44.7% | Reduced |
| Fortis Capital Advisors, LLC | 777 | $126.6K | 0.07% | +724+1,366.0% | Added |
| Benjamin Edwards Inc | 760 | $124.0K | 0.03% | +760 | New |
| Anchor Investment Management, LLC | 730 | $118.9K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 712 | $116.0K | 0.01% | +138+24.0% | Added |
| Chilton Capital Management LLC | 700 | $114.1K | 0.01% | +700 | New |
| Parallel Advisors, LLC | 692 | $112.8K | 0.00% | +28+4.2% | Added |
| Vaughan Nelson Investment Management, L.P. | 625 | $102.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 612 | $99.7K | 0.01% | +70+12.9% | Added |
| Lazard Asset Management LLC | 562 | $91.0K | 0.00% | −4,049−87.8% | Reduced |
| Central Trust Co | 550 | $89.6K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 549 | $89.4K | 0.01% | +141+34.6% | Added |
| Muzinich & Co., Inc. | 548 | $89.3K | 0.08% | 00.0% | Unchanged |
| Proequities, Inc. | 543 | $88.5K | 0.01% | −72−11.7% | Reduced |
| Desjardins Global Asset Management Inc. | 543 | $88.0K | 0.01% | +543 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 500 | $81.5K | 0.00% | −1,540−75.5% | Reduced |
| Alta Advisers Ltd | 500 | $81.5K | 0.05% | 00.0% | Unchanged |
| Signaturefd, LLC | 493 | $80.3K | 0.00% | +39+8.6% | Added |
| Parallax Volatility Advisers, L.P. | 430 | $70.1K | 0.00% | +430 | New |
| First Eagle Investment Management, LLC | 369 | $60.1K | 0.00% | +369 | New |
| Ameritas Advisory Services, LLC | 371 | $58.0K | 0.00% | +371 | New |
| Geneos Wealth Management Inc. | 350 | $57.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 345 | $56.2K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 337 | $54.9K | 0.00% | −1,094−76.5% | Reduced |
| CVA Family Office, LLC | 295 | $48.1K | 0.01% | +155+110.7% | Added |
| Ronald Blue Trust, Inc. | 329 | $48.0K | 0.00% | −55−14.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 266 | $43.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 263 | $43.0K | 0.01% | +126+92.0% | Added |
| Huntington National Bank | 254 | $41.4K | 0.00% | −98−27.8% | Reduced |
| Covestor Ltd | 253 | $41.0K | 0.04% | +60+31.1% | Added |
| Sutton Wealth Advisors Inc. | 248 | $40.4K | 0.02% | −4−1.6% | Reduced |
| Smithfield Trust Co | 231 | $37.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 206 | $33.6K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 195 | $31.8K | 0.02% | +195 | New |
| Massmutual Trust Co FSB | 181 | $29.5K | 0.00% | +131+262.0% | Added |