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 |
|---|---|---|---|---|---|
| Adams Wealth Management | 7,079 | $860.7K | 0.29% | +625+9.7% | Added |
| Azzad Asset Management Inc | 7,249 | $881.4K | 0.12% | +282+4.0% | Added |
| Capital Square, LLC | 7,600 | $881.7K | 1.19% | +4,453+141.5% | Added |
| BOK Financial Private Wealth, Inc. | 7,327 | $890.8K | 0.08% | +7,327 | New |
| Dana Investment Advisors, Inc. | 7,336 | $891.9K | 0.05% | +2,872+64.3% | Added |
| Vestcor Inc | 7,346 | $893.0K | 0.03% | −4,877−39.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,649 | $930.0K | 0.07% | +2,801+57.8% | Added |
| Apollon Wealth Management, LLC | 7,671 | $932.6K | 0.05% | +1,967+34.5% | Added |
| Wedbush Securities Inc | 7,790 | $947.0K | 0.05% | −395−4.8% | Reduced |
| Naviter Wealth, LLC | 7,806 | $949.1K | 0.23% | +1,322+20.4% | Added |
| ING Groep NV | 7,824 | $951.2K | 0.01% | +7,824 | New |
| Gallacher Capital Management LLC | 7,914 | $962.2K | 0.60% | +154+2.0% | Added |
| Avantax Advisory Services, Inc. | 7,920 | $962.9K | 0.01% | +3,263+70.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,027 | $975.9K | 0.00% | +8,027 | New |
| Pensionfund Sabic | 8,055 | $979.0K | 0.34% | +8,055 | New |
| EP Wealth Advisors, LLC | 8,067 | $980.8K | 0.02% | −46,663−85.3% | Reduced |
| United Capital Financial Advisers, LLC | 8,067 | $980.8K | 0.01% | +1,808+28.9% | Added |
| Hartline Investment Corp | 8,144 | $990.1K | 0.18% | +8,144 | New |
| Bessemer Group Inc | 8,396 | $1.02M | 0.00% | +1,805+27.4% | Added |
| Wolverine Asset Management LLC | 8,454 | $1.03M | 0.02% | +8,454 | New |
| Penobscot Investment Management Company, Inc. | 8,465 | $1.03M | 0.14% | −2,088−19.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 8,540 | $1.04M | 0.05% | +724+9.3% | Added |
| Schroder Investment Management Group | 8,543 | $1.04M | 0.00% | +1,653+24.0% | Added |
| Sound View Wealth Advisors Group, LLC | 8,764 | $1.07M | 0.13% | +1,675+23.6% | Added |
| PEAK6 Investments LLC | 8,800 | $1.07M | 0.05% | +8,800 | New |
| Capital Management Corp | 8,850 | $1.08M | 0.24% | 00.0% | Unchanged |
| Vident Advisory, LLC | 8,909 | $1.08M | 0.03% | +8,909 | New |
| Taylor Frigon Capital Management LLC | 8,923 | $1.08M | 0.60% | +191+2.2% | Added |
| Candriam Luxembourg S.C.A. | 9,018 | $1.10M | 0.01% | +2,919+47.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 9,139 | $1.11M | 0.00% | +9,139 | New |
| Penserra Capital Management LLC | 9,190 | $1.11M | 0.02% | +819+9.8% | Added |
| Ofi Invest Asset Management | 9,904 | $1.14M | 0.04% | −658−6.2% | Reduced |
| Ostrum Asset Management | 9,420 | $1.15M | 0.11% | +1,823+24.0% | Added |
| Oppenheimer Asset Management Inc. | 9,448 | $1.15M | 0.02% | +5,032+113.9% | Added |
| Cascade Investment Group, Inc. | 9,460 | $1.15M | 1.08% | +3,395+56.0% | Added |
| King Luther Capital Management Corp | 9,766 | $1.19M | 0.01% | +9,766 | New |
| Brasada Capital Management, LP | 10,044 | $1.21M | 0.28% | −3,598−26.4% | Reduced |
| Winmill & Co. Inc | 10,027 | $1.22M | 0.45% | +4,027+67.1% | Added |
| UMA Financial Services, Inc. | 10,687 | $1.29M | 0.33% | +44+0.4% | Added |
| Tower Research Capital LLC (TRC) | 10,654 | $1.30M | 0.04% | −453−4.1% | Reduced |
| D. E. Shaw & Co., Inc. | 10,700 | $1.30M | 0.00% | −92,454−89.6% | Reduced |
| Pathway Financial Advisers, LLC | 10,989 | $1.34M | 0.55% | +10,989 | New |
| New Mexico Educational Retirement Board | 11,000 | $1.34M | 0.06% | +4,500+69.2% | Added |
| MAI Capital Management | 11,346 | $1.38M | 0.02% | +9,503+515.6% | Added |
| Stock Yards Bank & Trust Co | 11,731 | $1.43M | 0.06% | −4,598−28.2% | Reduced |
| Phocas Financial Corp. | 11,794 | $1.43M | 0.21% | −205−1.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 11,895 | $1.45M | 0.04% | +1,156+10.8% | Added |
| Tran Capital Management, L.P. | 11,910 | $1.45M | 0.19% | 00.0% | Unchanged |
| JustInvest LLC | 11,914 | $1.45M | 0.04% | +6,262+110.8% | Added |
| Symphony Financial, Ltd. Co. | 12,272 | $1.46M | 0.36% | −2,800−18.6% | Reduced |
| CI Private Wealth, LLC | 12,138 | $1.49M | 0.00% | +4,901+67.7% | Added |
| Tredje AP-fonden | 12,254 | $1.49M | 0.02% | −12,114−49.7% | Reduced |
| Magnetar Financial LLC | 12,619 | $1.53M | 0.04% | +3,613+40.1% | Added |
| Fifth Third Bancorp | 12,685 | $1.54M | 0.01% | +8,542+206.2% | Added |
| 1832 Asset Management L.P. | 12,800 | $1.56M | 0.00% | −1,700−11.7% | Reduced |
| Louisiana State Employees Retirement System | 13,100 | $1.59M | 0.04% | +4,700+56.0% | Added |
| Natixis | 13,445 | $1.63M | 0.01% | +13,445 | New |
| Mariner, LLC | 13,457 | $1.64M | 0.00% | −497−3.6% | Reduced |
| Hantz Financial Services, Inc. | 13,488 | $1.64M | 0.04% | +13,488 | New |
| Greenland Capital Management LP | 13,500 | $1.64M | 0.20% | +13,500 | New |
| Squarepoint Ops LLC | 13,576 | $1.65M | 0.01% | −383−2.7% | Reduced |
| Walleye Trading LLC | 13,795 | $1.68M | 0.04% | +13,795 | New |
| Commerce Bank | 13,830 | $1.68M | 0.01% | −15,652−53.1% | Reduced |
| Panagora Asset Management Inc | 14,017 | $1.70M | 0.01% | +2,885+25.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 14,053 | $1.71M | 0.00% | −796−5.4% | Reduced |
| Nordea Investment Management AB | 14,038 | $1.71M | 0.00% | +5,518+64.8% | Added |
| Intact Investment Management Inc. | 14,300 | $1.74M | 0.08% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 14,345 | $1.74M | 0.04% | +885+6.6% | Added |
| Mackenzie Financial Corp | 14,922 | $1.74M | 0.00% | +698+4.9% | Added |
| Hartford Investment Management Co | 14,682 | $1.79M | 0.07% | +4,934+50.6% | Added |
| Keybank National Association | 14,799 | $1.80M | 0.01% | +12,961+705.2% | Added |
| Andra AP-fonden | 15,000 | $1.82M | 0.11% | −9,600−39.0% | Reduced |
| Commonwealth Equity Services, LLC | 15,079 | $1.83M | 0.00% | +3,574+31.1% | Added |
| Securian Asset Management, Inc | 15,125 | $1.84M | 0.05% | +4,224+38.7% | Added |
| Metropolitan Life Insurance Co | 15,229 | $1.85M | 0.10% | +5,218+52.1% | Added |
| Alta Capital Management LLC | 15,516 | $1.89M | 0.14% | +2,556+19.7% | Added |
| Qube Research & Technologies Ltd | 15,588 | $1.90M | 0.01% | +15,588 | New |
| Masterton Capital Management, LP | 15,664 | $1.90M | 1.93% | +15,664 | New |
| FirstPurpose Wealth LLC | 15,986 | $1.94M | 0.84% | −31−0.2% | Reduced |
| Maryland State Retirement & Pension System | 16,120 | $1.96M | 0.05% | +5,953+58.6% | Added |
| Oregon Public Employees Retirement Fund | 16,371 | $1.99M | 0.03% | +5,881+56.1% | Added |
| Lake Street Advisors Group, LLC | 16,388 | $1.99M | 0.12% | +1,163+7.6% | Added |
| Acas, LLC | 16,652 | $2.02M | 2.51% | +16,652 | New |
| FIL Ltd | 16,960 | $2.06M | 0.00% | −7,000−29.2% | Reduced |
| Quantinno Capital Management LP | 16,976 | $2.06M | 0.09% | +16,976 | New |
| Kentucky Retirement Systems | 17,131 | $2.08M | 0.07% | +6,273+57.8% | Added |
| Wealthfront Advisers LLC | 17,185 | $2.09M | 0.01% | +2,064+13.6% | Added |
| Johnson Investment Counsel Inc | 17,473 | $2.12M | 0.03% | +468+2.8% | Added |
| Advisors Asset Management, Inc. | 17,510 | $2.13M | 0.05% | +3,993+29.5% | Added |
| Elo Mutual Pension Insurance Co | 17,677 | $2.15M | 0.07% | +6,567+59.1% | Added |
| Texas Yale Capital Corp. | 17,750 | $2.16M | 0.10% | −1,277−6.7% | Reduced |
| Lockheed Martin Investment Management Co | 16,028 | $2.18M | 0.17% | +5,443+51.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 17,991 | $2.19M | 0.00% | −146−0.8% | Reduced |
| Ethic Inc. | 18,008 | $2.19M | 0.08% | +10,788+149.4% | Added |
| Pittenger & Anderson Inc | 18,258 | $2.22M | 0.11% | −26,325−59.0% | Reduced |
| Norinchukin Bank, The | 18,387 | $2.24M | 0.05% | +19+0.1% | Added |
| BCJ Capital Management, LLC | 18,820 | $2.29M | 0.21% | +16,715+794.1% | Added |
| Peapack Gladstone Financial Corp | 18,845 | $2.29M | 0.04% | +449+2.4% | Added |
| Pensionfund DSM Netherlands | 18,840 | $2.29M | 1.60% | +18,840 | New |
| Swiss Life Asset Management Ltd | 19,179 | $2.33M | 0.04% | −13,021−40.4% | Reduced |