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 |
|---|---|---|---|---|---|
| 1832 Asset Management L.P. | 12,800 | $1.56M | 0.00% | −1,700−11.7% | Reduced |
| Fifth Third Bancorp | 12,685 | $1.54M | 0.01% | +8,542+206.2% | Added |
| Magnetar Financial LLC | 12,619 | $1.53M | 0.04% | +3,613+40.1% | Added |
| Tredje AP-fonden | 12,254 | $1.49M | 0.02% | −12,114−49.7% | Reduced |
| CI Private Wealth, LLC | 12,138 | $1.49M | 0.00% | +4,901+67.7% | Added |
| Symphony Financial, Ltd. Co. | 12,272 | $1.46M | 0.36% | −2,800−18.6% | Reduced |
| JustInvest LLC | 11,914 | $1.45M | 0.04% | +6,262+110.8% | Added |
| Tran Capital Management, L.P. | 11,910 | $1.45M | 0.19% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 11,895 | $1.45M | 0.04% | +1,156+10.8% | Added |
| Phocas Financial Corp. | 11,794 | $1.43M | 0.21% | −205−1.7% | Reduced |
| Stock Yards Bank & Trust Co | 11,731 | $1.43M | 0.06% | −4,598−28.2% | Reduced |
| MAI Capital Management | 11,346 | $1.38M | 0.02% | +9,503+515.6% | Added |
| New Mexico Educational Retirement Board | 11,000 | $1.34M | 0.06% | +4,500+69.2% | Added |
| Pathway Financial Advisers, LLC | 10,989 | $1.34M | 0.55% | +10,989 | New |
| D. E. Shaw & Co., Inc. | 10,700 | $1.30M | 0.00% | −92,454−89.6% | Reduced |
| Tower Research Capital LLC (TRC) | 10,654 | $1.30M | 0.04% | −453−4.1% | Reduced |
| UMA Financial Services, Inc. | 10,687 | $1.29M | 0.33% | +44+0.4% | Added |
| Winmill & Co. Inc | 10,027 | $1.22M | 0.45% | +4,027+67.1% | Added |
| Brasada Capital Management, LP | 10,044 | $1.21M | 0.28% | −3,598−26.4% | Reduced |
| King Luther Capital Management Corp | 9,766 | $1.19M | 0.01% | +9,766 | New |
| Cascade Investment Group, Inc. | 9,460 | $1.15M | 1.08% | +3,395+56.0% | Added |
| Oppenheimer Asset Management Inc. | 9,448 | $1.15M | 0.02% | +5,032+113.9% | Added |
| Ostrum Asset Management | 9,420 | $1.15M | 0.11% | +1,823+24.0% | Added |
| Ofi Invest Asset Management | 9,904 | $1.14M | 0.04% | −658−6.2% | Reduced |
| Penserra Capital Management LLC | 9,190 | $1.11M | 0.02% | +819+9.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 9,139 | $1.11M | 0.00% | +9,139 | New |
| Candriam Luxembourg S.C.A. | 9,018 | $1.10M | 0.01% | +2,919+47.9% | Added |
| Taylor Frigon Capital Management LLC | 8,923 | $1.08M | 0.60% | +191+2.2% | Added |
| Vident Advisory, LLC | 8,909 | $1.08M | 0.03% | +8,909 | New |
| Capital Management Corp | 8,850 | $1.08M | 0.24% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 8,800 | $1.07M | 0.05% | +8,800 | New |
| Sound View Wealth Advisors Group, LLC | 8,764 | $1.07M | 0.13% | +1,675+23.6% | Added |
| Schroder Investment Management Group | 8,543 | $1.04M | 0.00% | +1,653+24.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 8,540 | $1.04M | 0.05% | +724+9.3% | Added |
| Penobscot Investment Management Company, Inc. | 8,465 | $1.03M | 0.14% | −2,088−19.8% | Reduced |
| Wolverine Asset Management LLC | 8,454 | $1.03M | 0.02% | +8,454 | New |
| Bessemer Group Inc | 8,396 | $1.02M | 0.00% | +1,805+27.4% | Added |
| Hartline Investment Corp | 8,144 | $990.1K | 0.18% | +8,144 | New |
| United Capital Financial Advisers, LLC | 8,067 | $980.8K | 0.01% | +1,808+28.9% | Added |
| EP Wealth Advisors, LLC | 8,067 | $980.8K | 0.02% | −46,663−85.3% | Reduced |
| Pensionfund Sabic | 8,055 | $979.0K | 0.34% | +8,055 | New |
| Envestnet Portfolio Solutions, Inc. | 8,027 | $975.9K | 0.00% | +8,027 | New |
| Avantax Advisory Services, Inc. | 7,920 | $962.9K | 0.01% | +3,263+70.1% | Added |
| Gallacher Capital Management LLC | 7,914 | $962.2K | 0.60% | +154+2.0% | Added |
| ING Groep NV | 7,824 | $951.2K | 0.01% | +7,824 | New |
| Naviter Wealth, LLC | 7,806 | $949.1K | 0.23% | +1,322+20.4% | Added |
| Wedbush Securities Inc | 7,790 | $947.0K | 0.05% | −395−4.8% | Reduced |
| Apollon Wealth Management, LLC | 7,671 | $932.6K | 0.05% | +1,967+34.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 7,649 | $930.0K | 0.07% | +2,801+57.8% | Added |
| Vestcor Inc | 7,346 | $893.0K | 0.03% | −4,877−39.9% | Reduced |
| Dana Investment Advisors, Inc. | 7,336 | $891.9K | 0.05% | +2,872+64.3% | Added |
| BOK Financial Private Wealth, Inc. | 7,327 | $890.8K | 0.08% | +7,327 | New |
| Capital Square, LLC | 7,600 | $881.7K | 1.19% | +4,453+141.5% | Added |
| Azzad Asset Management Inc | 7,249 | $881.4K | 0.12% | +282+4.0% | Added |
| Adams Wealth Management | 7,079 | $860.7K | 0.29% | +625+9.7% | Added |
| Bayesian Capital Management, LP | 7,053 | $857.5K | 0.10% | +98+1.4% | 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 |
| J. W. Coons Advisors, LLC | 6,929 | $842.4K | 0.24% | +4,155+149.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 6,882 | $836.7K | 0.05% | +6,882 | New |
| McDonough Capital Management, Inc | 6,824 | $831.6K | 0.79% | −32−0.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,836 | $830.9K | 0.01% | +2,533+58.9% | Added |
| Foster & Motley Inc | 6,735 | $819.0K | 0.07% | +6,735 | New |
| AE Wealth Management LLC | 6,719 | $816.9K | 0.00% | +3,552+112.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,668 | $810.7K | 0.02% | +2,409+56.6% | Added |
| Wolverine Trading, LLC | 6,601 | $802.5K | 0.01% | −1,429−17.8% | Reduced |
| Advisor Partners II, LLC | 6,540 | $795.1K | 0.03% | +1,576+31.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 6,539 | $795.0K | 0.01% | +1,583+31.9% | Added |
| Whalerock Point Partners, LLC | 6,394 | $777.4K | 0.27% | +3,000+88.4% | Added |
| Equitable Holdings, Inc. | 6,383 | $776.0K | 0.01% | +6,383 | New |
| Pathstone Family Office, LLC | 6,344 | $771.3K | 0.01% | +6,344 | New |
| Archer Investment Corp | 6,309 | $767.0K | 0.27% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 6,202 | $749.3K | 0.01% | +6,202 | New |
| Connectus Wealth, LLC | 6,115 | $743.5K | 0.02% | 00.0% | Unchanged |
| DFPG Investments, LLC | 6,212 | $733.6K | 0.07% | +47+0.8% | Added |
| Steward Partners Investment Advisory, LLC | 6,008 | $730.5K | 0.01% | +5,632+1,497.9% | Added |
| Hummer Financial Advisory Services Inc | 5,850 | $711.2K | 0.73% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 5,817 | $707.3K | 0.06% | +1,760+43.4% | Added |
| MML Investors Services, LLC | 5,816 | $707.0K | 0.00% | +2,162+59.2% | Added |
| Prudential PLC | 5,698 | $692.8K | 0.01% | +19+0.3% | Added |
| Illinois Municipal Retirement Fund | 5,673 | $690.0K | 0.01% | +1,129+24.8% | Added |
| Platte River Wealth Advisors, LLC | 5,653 | $687.3K | 0.25% | −170−2.9% | Reduced |
| Graham Capital Management, L.P. | 5,415 | $658.4K | 0.02% | +5,415 | New |
| Bryant Woods Investment Advisors, LLC | 5,388 | $655.1K | 0.48% | +5,388 | New |
| Shell Asset Management Co | 5,131 | $624.0K | 0.03% | +5,131 | New |
| Marshall Financial Group LLC | 5,132 | $623.9K | 0.22% | +154+3.1% | Added |
| Cetera Investment Advisers | 5,110 | $621.3K | 0.01% | +1,536+43.0% | Added |
| LJI Wealth Management, LLC | 5,030 | $611.5K | 0.18% | +630+14.3% | Added |
| Ontario Teachers Pension Plan Board | 4,990 | $606.7K | 0.01% | +4,990 | New |
| Tokio Marine Asset Management Co Ltd | 4,908 | $596.7K | 0.04% | +1,836+59.8% | Added |
| Donoghue Forlines LLC | 4,816 | $585.5K | 0.21% | +1,626+51.0% | Added |
| Values First Advisors, Inc. | 4,797 | $583.2K | 0.38% | +4,797 | New |
| TownSquare Capital, LLC | 4,776 | $580.7K | 0.01% | +613+14.7% | Added |
| Arkadios Wealth Advisors | 4,691 | $570.3K | 0.05% | +3,073+189.9% | Added |
| Northwestern Mutual Wealth Management Co | 4,662 | $566.9K | 0.00% | +3,387+265.6% | Added |
| Cerity Partners LLC | 4,454 | $541.6K | 0.00% | −2,114−32.2% | Reduced |
| Intech Investment Management LLC | 4,423 | $537.7K | 0.01% | −1,739−28.2% | Reduced |
| McKinley Carter Wealth Services, Inc. | 4,321 | $525.3K | 0.04% | +4,321 | New |
| Gateway Investment Advisers LLC | 4,260 | $517.9K | 0.01% | +1,311+44.5% | Added |
| Washington Trust Co | 4,225 | $513.7K | 0.02% | +850+25.2% | Added |