Skip to main content

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, Q2 2023

Institutional positions in Extra Space Storage Inc. as of Jun 30, 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
579
−1 vs. Q1 2023
Shares held
143.1M
+9.49M (+7.1%) vs. Q1 2023
Total value
$21.3B
−$175.9M (−0.8%) vs. Q1 2023
New holders
65
220 more added
Sold out
66
207 more reduced

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 579 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 heldQ2 2023: $21.3B
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, Q2 2023

Shares, value and share of portfolio for each institution holding Extra Space Storage Inc.; share changes are against Q1 2023.

Institutions holding EXR in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Institutional & Family Asset Management, LLC1$1490.00%−548−99.8%Reduced
Sunbelt Securities, Inc.2$2980.00%00.0%Unchanged
USA Financial Portformulas Corp4$5950.00%00.0%Unchanged
Armstrong Advisory Group, Inc5$7450.00%00.0%Unchanged
SRS Capital Advisors, Inc.5$7450.00%+1+25.0%Added
North Star Investment Management Corp.6$8930.00%00.0%Unchanged
Versant Capital Management, Inc6$8930.00%+2+50.0%Added
Asset Dedication, LLC4$1.00K0.00%00.0%Unchanged
Centerpoint Advisors, LLC5$1.00K0.00%00.0%Unchanged
Valley National Advisers Inc5$1.00K0.00%+5New
Bollard Group LLC5$1.00K0.00%+5New
AdvisorNet Financial, Inc7$1.04K0.00%−16−69.6%Reduced
WR Wealth Planners, LLC8$1.19K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC8$1.19K0.00%+8New
Quent Capital, LLC9$1.34K0.00%00.0%Unchanged
Sound Income Strategies, LLC10$1.49K0.00%00.0%Unchanged
First Horizon Advisors, Inc.11$1.64K0.00%−140−92.7%Reduced
Hollencrest Capital Management13$1.94K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC13$1.94K0.00%00.0%Unchanged
Loomis Sayles & Co L P13$2.00K0.00%00.0%Unchanged
Red Tortoise LLC15$2.23K0.00%00.0%Unchanged
Colonial Trust Advisors16$2.38K0.00%00.0%Unchanged
Wolff Wiese Magana LLC17$2.53K0.00%00.0%Unchanged
Raffa Wealth Management, LLC18$2.68K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC19$2.83K0.00%00.0%Unchanged
Investors Research Corp19$2.83K0.00%00.0%Unchanged
WealthPLAN Partners, LLC19$2.83K0.00%+19New
Abound Wealth Management21$3.13K0.00%+2+10.5%Added
Clearstead Advisors, LLC24$3.57K0.00%−15−38.5%Reduced
Motco29$4.32K0.00%+29New
Bogart Wealth, LLC30$4.47K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.30$4.47K0.00%+30New
Eagle Bay Advisors LLC38$5.68K0.00%−1−2.6%Reduced
BDO Wealth Advisors, LLC40$5.95K0.00%+15+60.0%Added
Delos Wealth Advisors, LLC45$6.70K0.01%00.0%Unchanged
Evolution Advisers, Inc.50$7.00K0.00%00.0%Unchanged
MV Capital Management, Inc.49$7.29K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.51$7.58K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC53$7.89K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC53$7.89K0.00%00.0%Unchanged
GW&K Investment Management, LLC56$8.00K0.00%+54+2,700.0%Added
Gould Capital, LLC55$8.19K0.01%00.0%Unchanged
Rosenberg Matthew Hamilton57$8.48K0.00%00.0%Unchanged
Earnest Partners LLC59$8.78K0.00%00.0%Unchanged
AlphaMark Advisors, LLC60$9.00K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP61$9.08K0.00%−4−6.2%Reduced
Zions Bancorporation, N.A.62$9.23K0.00%−12−16.2%Reduced
RE Dickinson Investment Advisors, LLC64$10.0K0.00%00.0%Unchanged
TSFG, LLC75$11.0K0.00%+75New
Umb Bank N A79$11.8K0.00%00.0%Unchanged
IFP Advisors, Inc223$11.8K0.00%+117+110.4%Added
HHM Wealth Advisors, LLC83$12.4K0.00%−8−8.8%Reduced
EverSource Wealth Advisors, LLC88$13.0K0.00%+77+700.0%Added
Bell Investment Advisors, Inc88$13.1K0.00%−9−9.3%Reduced
TD Private Client Wealth LLC90$13.4K0.00%−42−31.8%Reduced
Prestige Wealth Management Group LLC95$14.1K0.00%−32−25.2%Reduced
Global Retirement Partners, LLC99$14.7K0.00%−21−17.5%Reduced
Glassman Wealth Services99$14.7K0.00%+35+54.7%Added
Livforsakringsbolaget Skandia, Omsesidigt100$14.9K0.00%00.0%Unchanged
PSI Advisors, LLC100$14.9K0.01%00.0%Unchanged
Missouri Trust & Investment Co100$14.9K0.01%00.0%Unchanged
Cary Street Partner Investment Advisory LLC100$14.9K0.00%+100New
Byrne Asset Management LLC100$15.0K0.01%00.0%Unchanged
Harbour Investments, Inc.108$16.1K0.00%−1,604−93.7%Reduced
Massmutual Trust Co FSB109$16.2K0.00%−72−39.8%Reduced
Caldwell Sutter Capital, Inc.121$18.0K0.01%+121New
FinTrust Capital Advisors, LLC125$18.4K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC134$19.9K0.00%00.0%Unchanged
Financial Management Professionals, Inc.135$20.0K0.00%−4−2.9%Reduced
Newbridge Financial Services Group, Inc.140$20.8K0.01%00.0%Unchanged
Capstone Investment Advisors, LLC141$21.0K0.00%+141New
Farther Finance Advisors, LLC144$21.4K0.00%+15+11.6%Added
Salem Investment Counselors Inc146$21.7K0.00%00.0%Unchanged
HM Payson & Co150$22.3K0.00%00.0%Unchanged
American National Bank152$22.6K0.00%00.0%Unchanged
Creative Financial Designs Inc154$22.9K0.00%+66+75.0%Added
Parkside Financial Bank & Trust156$23.2K0.01%+92+143.8%Added
Lindbrook Capital, LLC157$23.4K0.00%+37+30.8%Added
CVA Family Office, LLC165$24.6K0.01%−130−44.1%Reduced
Clear Street Markets LLC177$26.0K0.01%−86−32.7%Reduced
Whittier Trust Co of Nevada Inc224$33.3K0.00%+224New
Smithfield Trust Co231$34.0K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.231$34.4K0.02%−17−6.9%Reduced
Neo Ivy Capital Management252$38.0K0.02%+252New
Ronald Blue Trust, Inc.236$39.0K0.00%−93−28.3%Reduced
Anchor Investment Management, LLC280$41.7K0.01%−450−61.6%Reduced
V-Square Quantitative Management LLC285$42.4K0.03%+285New
Covestor Ltd289$43.0K0.03%+36+14.2%Added
Signaturefd, LLC315$46.9K0.00%−178−36.1%Reduced
Federation des caisses Desjardins du Quebec337$50.2K0.00%00.0%Unchanged
Westside Investment Management, Inc.345$51.4K0.01%00.0%Unchanged
Geneos Wealth Management Inc.350$52.1K0.00%00.0%Unchanged
Brown Brothers Harriman & Co356$53.0K0.00%+350+5,833.3%Added
Steward Partners Investment Advisory, LLC376$56.0K0.00%+300+394.7%Added
Bank Julius Baer & Co. Ltd, Zurich408$61.0K0.00%+142+53.4%Added
Manchester Capital Management LLC489$72.8K0.01%+489New
Huntington National Bank492$73.2K0.00%+238+93.7%Added
Alta Advisers Ltd500$74.4K0.04%00.0%Unchanged
Ranger Global Real Estate Advisors, LLC500$74.4K0.01%+500New
Private Trust Co NA540$80.4K0.01%−72−11.8%Reduced