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 |
|---|---|---|---|---|---|
| American National Bank | 152 | $24.8K | 0.00% | −19−11.1% | Reduced |
| First Horizon Advisors, Inc. | 151 | $24.6K | 0.00% | +140+1,272.7% | Added |
| HM Payson & Co | 150 | $24.4K | 0.00% | −50−25.0% | Reduced |
| Salem Investment Counselors Inc | 146 | $23.8K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 139 | $23.0K | 0.00% | +4+3.0% | Added |
| Newbridge Financial Services Group, Inc. | 140 | $22.8K | 0.01% | −23−14.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 134 | $21.8K | 0.00% | +134 | New |
| TD Private Client Wealth LLC | 132 | $21.5K | 0.00% | −126−48.8% | Reduced |
| Farther Finance Advisors, LLC | 129 | $21.0K | 0.01% | +36+38.7% | Added |
| Prestige Wealth Management Group LLC | 127 | $20.7K | 0.01% | +3+2.4% | Added |
| Lindbrook Capital, LLC | 120 | $19.6K | 0.00% | +18+17.6% | Added |
| FinTrust Capital Advisors, LLC | 125 | $18.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 120 | $17.7K | 0.00% | +13+12.1% | Added |
| Missouri Trust & Investment Co | 100 | $16.3K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 100 | $16.3K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 100 | $16.3K | 0.01% | +100 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $16.3K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 100 | $16.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 97 | $15.8K | 0.00% | −4−4.0% | Reduced |
| HHM Wealth Advisors, LLC | 91 | $14.8K | 0.00% | +12+15.2% | Added |
| Creative Financial Designs Inc | 88 | $14.3K | 0.00% | +88 | New |
| Riverview Trust Co | 86 | $14.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 79 | $12.9K | 0.00% | −4−4.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 76 | $12.4K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 74 | $12.1K | 0.00% | +4+5.7% | Added |
| Quarry LP | 69 | $11.2K | 0.01% | −28−28.9% | Reduced |
| Ofi Invest Asset Management | 1,739,115 | $10.7K | 0.06% | +1,739,115 | New |
| Wolverine Asset Management LLC | 65 | $10.6K | 0.00% | −3,618−98.2% | Reduced |
| Baker Avenue Asset Management, LP | 65 | $10.6K | 0.00% | +4+6.6% | Added |
| Glassman Wealth Services | 64 | $10.4K | 0.00% | −9−12.3% | Reduced |
| Parkside Financial Bank & Trust | 64 | $10.4K | 0.00% | +2+3.2% | Added |
| AlphaMark Advisors, LLC | 60 | $10.0K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 64 | $10.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 59 | $9.61K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 57 | $9.29K | 0.00% | +57 | New |
| Gould Capital, LLC | 55 | $8.96K | 0.01% | +50+1,000.0% | Added |
| Northwest Investment Counselors, LLC | 53 | $8.63K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 53 | $8.63K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 51 | $8.30K | 0.01% | +51 | New |
| Evolution Advisers, Inc. | 50 | $8.00K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 49 | $7.98K | 0.00% | +3+6.5% | Added |
| Delos Wealth Advisors, LLC | 45 | $7.33K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 39 | $6.38K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 39 | $6.36K | 0.00% | +39 | New |
| IFP Advisors, Inc | 106 | $5.61K | 0.00% | −137−56.4% | Reduced |
| TCI Wealth Advisors, Inc. | 32 | $5.21K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 30 | $4.89K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 25 | $4.07K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 23 | $3.75K | 0.00% | +11+91.7% | Added |
| Abound Wealth Management | 19 | $3.10K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 19 | $3.10K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 19 | $3.10K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 20 | $3.00K | 0.00% | +16+400.0% | Added |
| Raffa Wealth Management, LLC | 18 | $2.93K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 17 | $2.77K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 16 | $2.61K | 0.00% | −4−20.0% | Reduced |
| Red Tortoise LLC | 15 | $2.44K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 13 | $2.12K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 13 | $2.12K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 13 | $2.00K | 0.00% | +2+18.2% | Added |
| Grove Bank & Trust | 12 | $1.96K | 0.00% | +12 | New |
| EverSource Wealth Advisors, LLC | 11 | $1.79K | 0.00% | −15−57.7% | Reduced |
| Sound Income Strategies, LLC | 10 | $1.63K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 9 | $1.47K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 8 | $1.30K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 5 | $1.14K | 0.00% | −8−61.5% | Reduced |
| Asset Dedication, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Brown Brothers Harriman & Co | 6 | $978 | 0.00% | −322−98.2% | Reduced |
| North Star Investment Management Corp. | 6 | $978 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 5 | $815 | 0.00% | +5 | New |
| SRS Capital Advisors, Inc. | 4 | $652 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 4 | $652 | 0.00% | +4 | New |
| Versant Capital Management, Inc | 4 | $644 | 0.00% | +2+100.0% | Added |
| Financial Synergies Wealth Advisors, Inc. | 2 | $326 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 2 | $326 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2 | $318 | 0.00% | +2 | New |
| Core Alternative Capital | 1 | $163 | 0.00% | +1 | New |
| Sugarloaf Wealth Management, LLC | 0 | $116 | 0.00% | −279−100.0% | Reduced |
| Values First Advisors, Inc. | 0 | $50 | 0.00% | 0 | New |
| GW&K Investment Management, LLC | 2 | $0 | 0.00% | +2 | New |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −142,469−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −109,066−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −67,500−100.0% | Sold out |
| Davis Selected Advisers | 0 | $0 | 0.00% | −50,320−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −36,761−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −35,608−100.0% | Sold out |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −29,936−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −24,792−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −23,300−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −22,581−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −21,680−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −21,638−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −17,012−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −13,813−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −12,895−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −12,652−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −10,393−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −10,383−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −7,456−100.0% | Sold out |