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 |
|---|---|---|---|---|---|
| Brown Advisory Inc | 4,115 | $500.4K | 0.00% | −70−1.7% | Reduced |
| CWM, LLC | 4,065 | $494.0K | 0.00% | +2,945+262.9% | Added |
| First Citizens Bank & Trust Co | 4,042 | $491.4K | 0.01% | −27,998−87.4% | Reduced |
| DRW Securities, LLC | 4,029 | $490.0K | 0.04% | +4,029 | New |
| Money Concepts Capital Corp | 3,995 | $486.9K | 0.05% | +3,995 | New |
| Strategic Investment Advisors | 3,960 | $481.5K | 0.08% | +283+7.7% | Added |
| Enterprise Bank & Trust Co | 3,910 | $475.4K | 0.20% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 3,888 | $472.7K | 0.18% | +487+14.3% | Added |
| Bridgeworth, LLC | 3,878 | $471.5K | 0.05% | +3,878 | New |
| Mather Group, LLC. | 3,846 | $467.6K | 0.01% | +1,387+56.4% | Added |
| Lido Advisors, LLC | 3,800 | $462.0K | 0.01% | −140−3.6% | Reduced |
| CWA Asset Management Group, LLC | 3,741 | $454.8K | 0.03% | +3,741 | New |
| Park Avenue Securities LLC | 3,726 | $453.0K | 0.01% | +3,726 | New |
| Lazard Asset Management LLC | 3,701 | $449.0K | 0.00% | +3,127+544.8% | Added |
| Carmel Capital Partners, LLC | 3,676 | $446.9K | 0.20% | +1,053+40.1% | Added |
| Vanderbilt University | 3,657 | $444.6K | 0.11% | +598+19.5% | Added |
| O'Shaughnessy Asset Management, LLC | 3,610 | $438.9K | 0.01% | +3,610 | New |
| Hoylecohen, LLC | 3,547 | $431.2K | 0.04% | +3,547 | New |
| E. Ohman J:or Asset Management AB | 3,500 | $425.5K | 0.02% | +3,500 | New |
| Ieq Capital, LLC | 3,490 | $424.3K | 0.01% | +3,490 | New |
| Capital Analysts, LLC | 3,488 | $424.0K | 0.02% | +189+5.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 3,483 | $423.0K | 0.01% | −580−14.3% | Reduced |
| Baird Financial Group, Inc. | 3,465 | $421.3K | 0.00% | +3,465 | New |
| Loudon Investment Management, LLC | 3,440 | $418.2K | 0.29% | +450+15.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,355 | $407.9K | 0.02% | +3,355 | New |
| Triumph Capital Management | 3,348 | $407.1K | 0.18% | +1,940+137.8% | Added |
| Navellier & Associates Inc | 3,322 | $403.9K | 0.07% | −357−9.7% | Reduced |
| Alberta Investment Management Corp | 3,300 | $401.2K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 3,279 | $398.7K | 0.01% | +3,279 | New |
| Mercer Global Advisors Inc | 3,269 | $397.0K | 0.00% | +991+43.5% | Added |
| Fiduciary Group LLC | 3,246 | $394.6K | 0.05% | +3,246 | New |
| Profund Advisors LLC | 3,123 | $379.7K | 0.02% | +1,048+50.5% | Added |
| Checchi Capital Advisers, LLC | 3,097 | $376.5K | 0.03% | +869+39.0% | Added |
| Wexford Capital LP | 3,023 | $367.5K | 0.08% | +3,023 | New |
| Fund Management at Engine No. 1 LLC | 3,021 | $367.3K | 0.06% | +1,263+71.8% | Added |
| GTS Securities LLC | 2,991 | $363.6K | 0.01% | +2,991 | New |
| Assenagon Asset Management S.A. | 2,972 | $361.3K | 0.00% | +2,972 | New |
| GWM Advisors LLC | 2,939 | $357.4K | 0.00% | −6,400−68.5% | Reduced |
| CoreCap Advisors, LLC | 2,936 | $357.0K | 0.03% | +2,936 | New |
| Horizon Investments, LLC | 2,880 | $350.1K | 0.01% | +1,049+57.3% | Added |
| Impact Partnership Wealth, LLC | 2,877 | $349.8K | 0.11% | +2,877 | New |
| Hudson Valley Investment Advisors Inc | 2,864 | $348.2K | 0.05% | +2,864 | New |
| Glenmede Trust Co NA | 2,851 | $346.6K | 0.00% | −2,487−46.6% | Reduced |
| Terry L. Blaker | 2,818 | $342.6K | 0.03% | +2,818 | New |
| Atria Wealth Solutions, Inc. | 2,807 | $341.2K | 0.00% | +2,807 | New |
| NewEdge Wealth, LLC | 2,805 | $341.1K | 0.01% | +2,805 | New |
| Vestmark Advisory Solutions, Inc. | 2,802 | $340.7K | 0.02% | +1,382+97.3% | Added |
| Sandhill Capital Partners LLC | 2,800 | $340.4K | 0.03% | +2,800 | New |
| Virtus ETF Advisers LLC | 2,773 | $337.1K | 0.20% | +1,319+90.7% | Added |
| Raymond James Trust N.A. | 2,769 | $336.7K | 0.01% | +2,769 | New |
| Canandaigua National Bank & Trust Co | 2,715 | $330.1K | 0.05% | +2,715 | New |
| Curtis Advisory Group, LLC | 2,683 | $326.2K | 0.11% | +1,102+69.7% | Added |
| Horst & Graben Wealth Management LLC | 2,682 | $326.1K | 0.08% | +10.0% | Added |
| Stratos Wealth Partners, LTD. | 2,670 | $324.7K | 0.01% | +2,670 | New |
| Sterling Investment Counsel, LLC | 2,641 | $321.1K | 0.18% | +2,641 | New |
| Snowden Capital Advisors LLC | 2,591 | $315.0K | 0.01% | +884+51.8% | Added |
| Greenleaf Trust | 2,585 | $314.3K | 0.00% | +882+51.8% | Added |
| Bailard, Inc. | 2,563 | $311.6K | 0.01% | +750+41.4% | Added |
| Patron Partners Advisors, LLC | 2,523 | $306.7K | 0.23% | +23+0.9% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 2,461 | $299.3K | 0.11% | +2,461 | New |
| Ameritas Investment Partners, Inc. | 2,438 | $296.4K | 0.01% | +790+47.9% | Added |
| Toroso Investments, LLC | 2,422 | $294.5K | 0.01% | +263+12.2% | Added |
| Delta Capital Management LLC | 2,415 | $294.0K | 0.22% | +2,415 | New |
| Geneos Wealth Management Inc. | 2,413 | $293.4K | 0.02% | +2,063+589.4% | Added |
| Burney Co | 2,401 | $291.9K | 0.01% | −503−17.3% | Reduced |
| CTC Alternative Strategies, Ltd. | 2,399 | $291.7K | 0.55% | +774+47.6% | Added |
| HB Wealth Management, LLC | 2,362 | $287.2K | 0.00% | +2,362 | New |
| Commerzbank Aktiengesellschaft | 2,356 | $287.0K | 0.01% | 00.0% | Unchanged |
| American Investment Services, Inc. | 2,359 | $286.8K | 0.06% | +952+67.7% | Added |
| Naples Global Advisors, LLC | 2,353 | $286.1K | 0.03% | +2,353 | New |
| Reynders McVeigh Capital Management, LLC | 2,347 | $285.0K | 0.02% | +67+2.9% | Added |
| CAPROCK Group, Inc. | 2,343 | $284.9K | 0.02% | +2,343 | New |
| Clifford Swan Investment Counsel LLC | 2,327 | $282.9K | 0.01% | +2,327 | New |
| Glenview Trust Co | 2,300 | $279.6K | 0.01% | +2,300 | New |
| Leavell Investment Management, Inc. | 2,256 | $274.0K | 0.02% | +2,256 | New |
| Cigna Investments Inc | 2,224 | $270.0K | 0.06% | +608+37.6% | Added |
| Financial Network Wealth Management LLC | 2,241 | $267.0K | 0.13% | −120−5.1% | Reduced |
| Windham Capital Management, LLC | 2,175 | $264.4K | 0.11% | +2,175 | New |
| Empowered Funds, LLC | 2,164 | $263.1K | 0.01% | +2,164 | New |
| Regions Financial Corp | 2,160 | $262.6K | 0.00% | +2,160 | New |
| Cypress Capital Group | 2,145 | $260.8K | 0.04% | +461+27.4% | Added |
| Level Four Advisory Services, LLC | 2,127 | $258.6K | 0.02% | +2,127 | New |
| Buckingham Strategic Wealth, LLC | 2,119 | $257.6K | 0.00% | +674+46.6% | Added |
| Clarius Group, LLC | 2,062 | $250.7K | 0.02% | +577+38.9% | Added |
| Trust Co of Toledo NA | 2,060 | $250.5K | 0.05% | +2,060 | New |
| Moody National Bank Trust Division | 2,056 | $250.0K | 0.02% | +2,056 | New |
| Wetherby Asset Management Inc | 2,047 | $248.9K | 0.01% | +2,047 | New |
| Fox Run Management, L.L.C. | 2,042 | $248.3K | 0.07% | +2,042 | New |
| V-Square Quantitative Management LLC | 1,998 | $242.9K | 0.11% | +1,713+601.1% | Added |
| Credit Agricole S A | 1,987 | $241.6K | 0.01% | +1,987 | New |
| Auxano Advisors, LLC | 1,958 | $238.1K | 0.10% | −10−0.5% | Reduced |
| Tobam | 1,935 | $235.0K | 0.02% | −576−22.9% | Reduced |
| Fulton Bank, N.A. | 1,925 | $234.0K | 0.01% | +1,925 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 1,870 | $227.4K | 0.01% | +1,870 | New |
| Harvest Portfolios Group Inc. | 1,855 | $225.5K | 0.01% | +1,855 | New |
| Spire Wealth Management | 1,844 | $224.2K | 0.01% | +393+27.1% | Added |
| Valeo Financial Advisors, LLC | 1,841 | $223.8K | 0.01% | +1,841 | New |
| J.W. Cole Advisors, Inc. | 1,820 | $221.3K | 0.02% | −851−31.9% | Reduced |
| Banque Cantonale Vaudoise | 1,793 | $218.0K | 0.01% | −3,129−63.6% | Reduced |
| Veriti Management LLC | 1,791 | $217.8K | 0.02% | +317+21.5% | Added |