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 |
|---|---|---|---|---|---|
| Gould Capital, LLC | 55 | $6.56K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 53 | $6.44K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 51 | $6.20K | 0.00% | +51 | New |
| Cape Investment Advisory, Inc. | 51 | $6.19K | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 50 | $6.08K | 0.00% | +50 | New |
| Evolution Advisers, Inc. | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 45 | $5.79K | 0.01% | 00.0% | Unchanged |
| American National Bank | 47 | $5.71K | 0.00% | −105−69.1% | Reduced |
| Colonial Trust Co | 27 | $5.37K | 0.00% | +27 | New |
| Baker Avenue Asset Management, LP | 44 | $5.35K | 0.00% | −17−27.9% | Reduced |
| Valley National Advisers Inc | 45 | $5.00K | 0.00% | +40+800.0% | Added |
| Asset Dedication, LLC | 44 | $5.00K | 0.00% | +40+1,000.0% | Added |
| Red Tortoise LLC | 41 | $4.99K | 0.00% | +26+173.3% | Added |
| Salomon & Ludwin, LLC | 41 | $4.99K | 0.00% | +41 | New |
| IFP Advisors, Inc | 39 | $4.74K | 0.00% | −184−82.5% | Reduced |
| Jamison Private Wealth Management, Inc. | 35 | $4.26K | 0.00% | +35 | New |
| TD Waterhouse Canada Inc. | 26 | $3.98K | 0.00% | +26 | New |
| Cullen/Frost Bankers, Inc. | 30 | $3.65K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 30 | $3.65K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 30 | $3.65K | 0.00% | +24+400.0% | Added |
| Key Financial Inc | 29 | $3.53K | 0.00% | +29 | New |
| Eagle Bay Advisors LLC | 27 | $3.32K | 0.00% | −11−28.9% | Reduced |
| Wolff Wiese Magana LLC | 27 | $3.28K | 0.00% | +10+58.8% | Added |
| Abound Wealth Management | 22 | $2.68K | 0.00% | +1+4.8% | Added |
| Caldwell Sutter Capital, Inc. | 21 | $2.55K | 0.00% | −100−82.6% | Reduced |
| Harbor Investment Advisory, LLC | 19 | $2.31K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 19 | $2.31K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 18 | $2.19K | 0.00% | +18 | New |
| Raffa Wealth Management, LLC | 18 | $2.19K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 17 | $2.07K | 0.00% | +6+54.5% | Added |
| Colonial Trust Advisors | 16 | $1.95K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 16 | $1.95K | 0.00% | +16 | New |
| Iron Horse Wealth Management, LLC | 15 | $1.82K | 0.00% | +15 | New |
| Hollencrest Capital Management | 13 | $1.58K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 12 | $1.46K | 0.00% | +12 | New |
| Baystate Wealth Management LLC | 11 | $1.37K | 0.00% | +11 | New |
| Sound Income Strategies, LLC | 10 | $1.22K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 9 | $1.09K | 0.00% | +9 | New |
| NewSquare Capital LLC | 9 | $1.09K | 0.00% | +9 | New |
| Castleview Partners, LLC | 9 | $1.09K | 0.00% | +9 | New |
| Loomis Sayles & Co L P | 10 | $1.00K | 0.00% | −3−23.1% | Reduced |
| Centerpoint Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 13 | $1.00K | 0.00% | +13 | New |
| Cherry Tree Wealth Management, LLC | 8 | $973 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 8 | $973 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 8 | $972 | 0.00% | +8 | New |
| North Star Investment Management Corp. | 6 | $729 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 6 | $622 | 0.00% | −2,480−99.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 5 | $608 | 0.00% | −8,008−99.9% | Reduced |
| SRS Capital Advisors, Inc. | 5 | $608 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 4 | $486 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2 | $243 | 0.00% | +2 | New |
| Motco | 1 | $122 | 0.00% | −28−96.6% | Reduced |
| ClariVest Asset Management LLC | 4 | $0 | 0.00% | +4 | New |
| Psagot Value Holdings Ltd. / (Israel) | 2 | $0 | 0.00% | +2 | New |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −438,769−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −350,400−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −162,057−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −149,620−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −120,710−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −87,567−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −74,072−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −62,475−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −60,792−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −50,575−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −40,762−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −31,999−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −30,371−100.0% | Sold out |
| Carderock Capital Management Inc | 0 | $0 | 0.00% | −21,504−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −17,420−100.0% | Sold out |
| Formula Growth Ltd | 0 | $0 | 0.00% | −15,234−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Princeton Global Asset Management LLC | 0 | $0 | 0.00% | −10,951−100.0% | Sold out |
| JLP Asset Management, LLC | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| Braun Stacey Associates Inc | 0 | $0 | 0.00% | −10,765−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −8,750−100.0% | Sold out |
| Settian Capital LP | 0 | $0 | 0.00% | −8,400−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −8,230−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −7,904−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −7,889−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −7,318−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −6,520−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −6,131−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −5,882−100.0% | Sold out |
| One68 Global Capital, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −3,992−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −3,228−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −3,035−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −2,799−100.0% | Sold out |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −2,620−100.0% | Sold out |
| Fiduciary Trust Co | 0 | $0 | 0.00% | −2,290−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −2,212−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −2,194−100.0% | Sold out |
| Wedmont Private Capital | 0 | $0 | 0.00% | −2,048−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −2,073−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −2,067−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −1,869−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,775−100.0% | Sold out |
| American Assets Investment Management, LLC | 0 | $0 | 0.00% | −1,610−100.0% | Sold out |