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, Q3 2023
Institutional positions in Extra Space Storage Inc. as of Sep 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
- 655
- +80 vs. Q2 2023
- Shares held
- 209.2M
- +67.1M (+47.2%) vs. Q2 2023
- Total value
- $25.4B
- +$4.28B (+20.3%) vs. Q2 2023
- New holders
- 145
- 360 more added
- Sold out
- 65
- 93 more reduced
4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Extra Space Storage Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sterling Investment Counsel, LLC | 2,641 | $321.1K | 0.18% | +2,641 | New |
| Stratos Wealth Partners, LTD. | 2,670 | $324.7K | 0.01% | +2,670 | New |
| Horst & Graben Wealth Management LLC | 2,682 | $326.1K | 0.08% | +10.0% | Added |
| Curtis Advisory Group, LLC | 2,683 | $326.2K | 0.11% | +1,102+69.7% | Added |
| Canandaigua National Bank & Trust Co | 2,715 | $330.1K | 0.05% | +2,715 | New |
| Raymond James Trust N.A. | 2,769 | $336.7K | 0.01% | +2,769 | New |
| Virtus ETF Advisers LLC | 2,773 | $337.1K | 0.20% | +1,319+90.7% | Added |
| Sandhill Capital Partners LLC | 2,800 | $340.4K | 0.03% | +2,800 | New |
| Vestmark Advisory Solutions, Inc. | 2,802 | $340.7K | 0.02% | +1,382+97.3% | Added |
| NewEdge Wealth, LLC | 2,805 | $341.1K | 0.01% | +2,805 | New |
| Atria Wealth Solutions, Inc. | 2,807 | $341.2K | 0.00% | +2,807 | New |
| Terry L. Blaker | 2,818 | $342.6K | 0.03% | +2,818 | New |
| Glenmede Trust Co NA | 2,851 | $346.6K | 0.00% | −2,487−46.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 2,864 | $348.2K | 0.05% | +2,864 | New |
| Impact Partnership Wealth, LLC | 2,877 | $349.8K | 0.11% | +2,877 | New |
| Horizon Investments, LLC | 2,880 | $350.1K | 0.01% | +1,049+57.3% | Added |
| CoreCap Advisors, LLC | 2,936 | $357.0K | 0.03% | +2,936 | New |
| GWM Advisors LLC | 2,939 | $357.4K | 0.00% | −6,400−68.5% | Reduced |
| Assenagon Asset Management S.A. | 2,972 | $361.3K | 0.00% | +2,972 | New |
| GTS Securities LLC | 2,991 | $363.6K | 0.01% | +2,991 | New |
| Fund Management at Engine No. 1 LLC | 3,021 | $367.3K | 0.06% | +1,263+71.8% | Added |
| Wexford Capital LP | 3,023 | $367.5K | 0.08% | +3,023 | New |
| Checchi Capital Advisers, LLC | 3,097 | $376.5K | 0.03% | +869+39.0% | Added |
| Profund Advisors LLC | 3,123 | $379.7K | 0.02% | +1,048+50.5% | Added |
| Fiduciary Group LLC | 3,246 | $394.6K | 0.05% | +3,246 | New |
| Mercer Global Advisors Inc | 3,269 | $397.0K | 0.00% | +991+43.5% | Added |
| Parallax Volatility Advisers, L.P. | 3,279 | $398.7K | 0.01% | +3,279 | New |
| Alberta Investment Management Corp | 3,300 | $401.2K | 0.00% | 00.0% | Unchanged |
| Navellier & Associates Inc | 3,322 | $403.9K | 0.07% | −357−9.7% | Reduced |
| Triumph Capital Management | 3,348 | $407.1K | 0.18% | +1,940+137.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,355 | $407.9K | 0.02% | +3,355 | New |
| Loudon Investment Management, LLC | 3,440 | $418.2K | 0.29% | +450+15.1% | Added |
| Baird Financial Group, Inc. | 3,465 | $421.3K | 0.00% | +3,465 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 3,483 | $423.0K | 0.01% | −580−14.3% | Reduced |
| Capital Analysts, LLC | 3,488 | $424.0K | 0.02% | +189+5.7% | Added |
| Ieq Capital, LLC | 3,490 | $424.3K | 0.01% | +3,490 | New |
| E. Ohman J:or Asset Management AB | 3,500 | $425.5K | 0.02% | +3,500 | New |
| Hoylecohen, LLC | 3,547 | $431.2K | 0.04% | +3,547 | New |
| O'Shaughnessy Asset Management, LLC | 3,610 | $438.9K | 0.01% | +3,610 | New |
| Vanderbilt University | 3,657 | $444.6K | 0.11% | +598+19.5% | Added |
| Carmel Capital Partners, LLC | 3,676 | $446.9K | 0.20% | +1,053+40.1% | Added |
| Lazard Asset Management LLC | 3,701 | $449.0K | 0.00% | +3,127+544.8% | Added |
| Park Avenue Securities LLC | 3,726 | $453.0K | 0.01% | +3,726 | New |
| CWA Asset Management Group, LLC | 3,741 | $454.8K | 0.03% | +3,741 | New |
| Lido Advisors, LLC | 3,800 | $462.0K | 0.01% | −140−3.6% | Reduced |
| Mather Group, LLC. | 3,846 | $467.6K | 0.01% | +1,387+56.4% | Added |
| Bridgeworth, LLC | 3,878 | $471.5K | 0.05% | +3,878 | New |
| Buckley Wealth Management, LLC | 3,888 | $472.7K | 0.18% | +487+14.3% | Added |
| Enterprise Bank & Trust Co | 3,910 | $475.4K | 0.20% | 00.0% | Unchanged |
| Strategic Investment Advisors | 3,960 | $481.5K | 0.08% | +283+7.7% | Added |
| Money Concepts Capital Corp | 3,995 | $486.9K | 0.05% | +3,995 | New |
| DRW Securities, LLC | 4,029 | $490.0K | 0.04% | +4,029 | New |
| First Citizens Bank & Trust Co | 4,042 | $491.4K | 0.01% | −27,998−87.4% | Reduced |
| CWM, LLC | 4,065 | $494.0K | 0.00% | +2,945+262.9% | Added |
| Brown Advisory Inc | 4,115 | $500.4K | 0.00% | −70−1.7% | Reduced |
| Washington Trust Co | 4,225 | $513.7K | 0.02% | +850+25.2% | Added |
| Gateway Investment Advisers LLC | 4,260 | $517.9K | 0.01% | +1,311+44.5% | Added |
| McKinley Carter Wealth Services, Inc. | 4,321 | $525.3K | 0.04% | +4,321 | New |
| Intech Investment Management LLC | 4,423 | $537.7K | 0.01% | −1,739−28.2% | Reduced |
| Cerity Partners LLC | 4,454 | $541.6K | 0.00% | −2,114−32.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,662 | $566.9K | 0.00% | +3,387+265.6% | Added |
| Arkadios Wealth Advisors | 4,691 | $570.3K | 0.05% | +3,073+189.9% | Added |
| TownSquare Capital, LLC | 4,776 | $580.7K | 0.01% | +613+14.7% | Added |
| Values First Advisors, Inc. | 4,797 | $583.2K | 0.38% | +4,797 | New |
| Donoghue Forlines LLC | 4,816 | $585.5K | 0.21% | +1,626+51.0% | Added |
| Tokio Marine Asset Management Co Ltd | 4,908 | $596.7K | 0.04% | +1,836+59.8% | Added |
| Ontario Teachers Pension Plan Board | 4,990 | $606.7K | 0.01% | +4,990 | New |
| LJI Wealth Management, LLC | 5,030 | $611.5K | 0.18% | +630+14.3% | Added |
| Cetera Investment Advisers | 5,110 | $621.3K | 0.01% | +1,536+43.0% | Added |
| Marshall Financial Group LLC | 5,132 | $623.9K | 0.22% | +154+3.1% | Added |
| Shell Asset Management Co | 5,131 | $624.0K | 0.03% | +5,131 | New |
| Bryant Woods Investment Advisors, LLC | 5,388 | $655.1K | 0.48% | +5,388 | New |
| Graham Capital Management, L.P. | 5,415 | $658.4K | 0.02% | +5,415 | New |
| Platte River Wealth Advisors, LLC | 5,653 | $687.3K | 0.25% | −170−2.9% | Reduced |
| Illinois Municipal Retirement Fund | 5,673 | $690.0K | 0.01% | +1,129+24.8% | Added |
| Prudential PLC | 5,698 | $692.8K | 0.01% | +19+0.3% | Added |
| MML Investors Services, LLC | 5,816 | $707.0K | 0.00% | +2,162+59.2% | Added |
| Venturi Wealth Management, LLC | 5,817 | $707.3K | 0.06% | +1,760+43.4% | Added |
| Hummer Financial Advisory Services Inc | 5,850 | $711.2K | 0.73% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6,008 | $730.5K | 0.01% | +5,632+1,497.9% | Added |
| DFPG Investments, LLC | 6,212 | $733.6K | 0.07% | +47+0.8% | Added |
| Connectus Wealth, LLC | 6,115 | $743.5K | 0.02% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 6,202 | $749.3K | 0.01% | +6,202 | New |
| Archer Investment Corp | 6,309 | $767.0K | 0.27% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 6,344 | $771.3K | 0.01% | +6,344 | New |
| Equitable Holdings, Inc. | 6,383 | $776.0K | 0.01% | +6,383 | New |
| Whalerock Point Partners, LLC | 6,394 | $777.4K | 0.27% | +3,000+88.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 6,539 | $795.0K | 0.01% | +1,583+31.9% | Added |
| Advisor Partners II, LLC | 6,540 | $795.1K | 0.03% | +1,576+31.7% | Added |
| Wolverine Trading, LLC | 6,601 | $802.5K | 0.01% | −1,429−17.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,668 | $810.7K | 0.02% | +2,409+56.6% | Added |
| AE Wealth Management LLC | 6,719 | $816.9K | 0.00% | +3,552+112.2% | Added |
| Foster & Motley Inc | 6,735 | $819.0K | 0.07% | +6,735 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,836 | $830.9K | 0.01% | +2,533+58.9% | Added |
| McDonough Capital Management, Inc | 6,824 | $831.6K | 0.79% | −32−0.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 6,882 | $836.7K | 0.05% | +6,882 | New |
| J. W. Coons Advisors, LLC | 6,929 | $842.4K | 0.24% | +4,155+149.8% | Added |
| Brinker Capital Investments, LLC | 6,951 | $845.2K | 0.01% | +5,096+274.7% | Added |
| Orion Portfolio Solutions, LLC | 6,951 | $845.2K | 0.01% | +5,096+274.7% | Added |
| Bayesian Capital Management, LP | 7,053 | $857.5K | 0.10% | +98+1.4% | Added |