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, Q4 2023
Institutional positions in Extra Space Storage Inc. as of Dec 31, 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
- 716
- +67 vs. Q3 2023
- Shares held
- 209.4M
- +621.4K (+0.3%) vs. Q3 2023
- Total value
- $33.5B
- +$8.17B (+32.2%) vs. Q3 2023
- New holders
- 134
- 220 more added
- Sold out
- 67
- 268 more reduced
6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Extra Space Storage Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of New Hampshire | 138 | $22.1K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 138 | $22.1K | 0.01% | +138 | New |
| EdgeRock Capital LLC | 163 | $23.4K | 0.02% | +163 | New |
| Harbour Investments, Inc. | 147 | $23.6K | 0.00% | +8+5.8% | Added |
| Rothschild Investment LLC | 147 | $23.6K | 0.00% | +147 | New |
| HM Payson & Co | 150 | $24.1K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 156 | $25.0K | 0.00% | +1+0.6% | Added |
| Capital Advisors, Ltd. LLC | 165 | $26.0K | 0.00% | +9+5.8% | Added |
| Creekmur Asset Management LLC | 164 | $26.3K | 0.01% | +164 | New |
| Quent Capital, LLC | 173 | $27.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 185 | $27.8K | 0.00% | +6+3.4% | Added |
| Glassman Wealth Services | 185 | $29.7K | 0.00% | −77−29.4% | Reduced |
| EverSource Wealth Advisors, LLC | 198 | $31.7K | 0.00% | −33−14.3% | Reduced |
| WealthCollab, LLC | 204 | $32.7K | 0.03% | +204 | New |
| Clearstead Advisors, LLC | 217 | $34.8K | 0.00% | +81+59.6% | Added |
| Anchor Investment Management, LLC | 220 | $35.3K | 0.00% | −35−13.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 239 | $38.3K | 0.00% | −216−47.5% | Reduced |
| Davis Capital Management | 245 | $39.3K | 0.04% | +245 | New |
| Federation des caisses Desjardins du Quebec | 249 | $39.9K | 0.00% | −88−26.1% | Reduced |
| Bruce G. Allen Investments, LLC | 257 | $41.2K | 0.04% | +257 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 261 | $41.8K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $48.1K | 0.00% | +200+200.0% | Added |
| Smithfield Trust Co | 305 | $49.0K | 0.00% | −8−2.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 335 | $53.7K | 0.00% | −2,944−89.8% | Reduced |
| Massmutual Trust Co FSB | 337 | $54.0K | 0.00% | −30−8.2% | Reduced |
| Westside Investment Management, Inc. | 345 | $55.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 353 | $57.0K | 0.04% | −558−61.3% | Reduced |
| Exchange Traded Concepts, LLC | 356 | $57.1K | 0.00% | +356 | New |
| Capital Analysts, LLC | 369 | $59.0K | 0.00% | −3,119−89.4% | Reduced |
| Beacon Capital Management, LLC | 489 | $59.5K | 0.02% | +489 | New |
| Lindbrook Capital, LLC | 392 | $62.8K | 0.01% | −14−3.4% | Reduced |
| Manchester Capital Management LLC | 400 | $64.1K | 0.01% | −89−18.2% | Reduced |
| Laffer Tengler Investments | 432 | $69.3K | 0.02% | −4−0.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 440 | $70.5K | 0.03% | +440 | New |
| Pittenger & Anderson Inc | 445 | $71.3K | 0.00% | −17,813−97.6% | Reduced |
| Alta Advisers Ltd | 500 | $80.2K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 515 | $82.6K | 0.02% | +119+30.1% | Added |
| Rakuten Investment Management, Inc. | 523 | $84.8K | 0.00% | +523 | New |
| Armstrong Advisory Group, Inc | 543 | $87.1K | 0.01% | 00.0% | Unchanged |
| Muzinich & Co., Inc. | 548 | $87.9K | 0.08% | 00.0% | Unchanged |
| Private Trust Co NA | 549 | $88.0K | 0.01% | +4+0.7% | Added |
| Brown Brothers Harriman & Co | 557 | $89.3K | 0.00% | −19−3.3% | Reduced |
| Plato Investment Management Ltd | 562 | $90.1K | 0.11% | +562 | New |
| Central Trust Co | 566 | $90.7K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 583 | $93.0K | 0.00% | −82,718−99.3% | Reduced |
| Umb Bank N A | 592 | $94.9K | 0.00% | −26−4.2% | Reduced |
| GAMMA Investing LLC | 795 | $114.8K | 0.03% | +795 | New |
| Parallel Advisors, LLC | 744 | $119.3K | 0.00% | −58−7.2% | Reduced |
| Proequities, Inc. | 798 | $127.9K | 0.01% | +1+0.1% | Added |
| Farther Finance Advisors, LLC | 808 | $129.6K | 0.01% | +496+159.0% | Added |
| iA Global Asset Management Inc. | 855 | $137.0K | 0.00% | +855 | New |
| Signaturefd, LLC | 858 | $137.6K | 0.00% | −214−20.0% | Reduced |
| SYSTM Wealth Solutions LLC | 882 | $141.4K | 0.02% | +882 | New |
| Benjamin Edwards Inc | 902 | $145.0K | 0.03% | +60+7.1% | Added |
| CVA Family Office, LLC | 924 | $148.1K | 0.03% | +924 | New |
| Bellevue Asset Management, LLC | 938 | $150.4K | 0.13% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 954 | $153.0K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 965 | $154.7K | 0.00% | +337+53.7% | Added |
| Salem Investment Counselors Inc | 1,018 | $163.2K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,036 | $166.1K | 0.01% | −6,291−85.9% | Reduced |
| Sentry Investment Management LLC | 1,091 | $175.0K | 0.08% | −117−9.7% | Reduced |
| Quadrant Capital Group LLC | 1,194 | $191.4K | 0.02% | −372−23.8% | Reduced |
| D'Orazio & Associates, Inc. | 1,249 | $200.3K | 0.04% | +1,249 | New |
| Alterna Wealth Management, Inc | 1,251 | $200.5K | 0.24% | +1,251 | New |
| Aptus Capital Advisors, LLC | 1,266 | $203.0K | 0.01% | −447−26.1% | Reduced |
| Kestra Advisory Services, LLC | 1,272 | $204.0K | 0.00% | +1,272 | New |
| NorthRock Partners, LLC | 1,278 | $204.9K | 0.01% | +1,278 | New |
| Ellevest, Inc. | 1,278 | $204.9K | 0.01% | +1,278 | New |
| Wintrust Investments LLC | 1,293 | $207.0K | 0.02% | +1,293 | New |
| D.A. Davidson & Co. | 1,292 | $207.1K | 0.00% | +1,292 | New |
| Element Pointe Advisors, LLC | 1,303 | $208.9K | 0.06% | +1,303 | New |
| Renaissance Group LLC | 1,316 | $211.4K | 0.01% | +1,316 | New |
| Allworth Financial LP | 1,320 | $211.7K | 0.00% | −419−24.1% | Reduced |
| Axxcess Wealth Management, LLC | 1,334 | $213.9K | 0.01% | −35,450−96.4% | Reduced |
| RBF Capital, LLC | 1,342 | $215.2K | 0.01% | +1,342 | New |
| Gilman Hill Asset Management, LLC | 1,342 | $215.2K | 0.04% | +1,342 | New |
| Elequin Capital LP | 1,343 | $215.3K | 0.06% | −21,139−94.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,344 | $215.5K | 0.02% | +1,344 | New |
| HB Wealth Management, LLC | 1,349 | $216.3K | 0.00% | −1,013−42.9% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 1,350 | $216.4K | 0.08% | +1,350 | New |
| Sanibel Captiva Trust Company, Inc. | 1,361 | $218.2K | 0.01% | +1,361 | New |
| Desjardins Global Asset Management Inc. | 1,365 | $218.9K | 0.02% | +18+1.3% | Added |
| Marco Investment Management LLC | 1,390 | $222.9K | 0.02% | +1,390 | New |
| Dynamic Technology Lab Private Ltd | 1,398 | $224.0K | 0.02% | +1,398 | New |
| Worth Venture Partners, LLC | 1,400 | $224.5K | 0.12% | +1,400 | New |
| First Western Trust Bank | 1,426 | $228.6K | 0.01% | +1,426 | New |
| Center For Asset Management LLC | 1,445 | $231.7K | 0.21% | +1,445 | New |
| Lincoln National Corp | 1,460 | $234.1K | 0.00% | +1,460 | New |
| Ramirez Asset Management, Inc. | 1,483 | $237.8K | 0.05% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,476 | $239.0K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 1,495 | $239.7K | 0.01% | −552−27.0% | Reduced |
| Sawtooth Solutions, LLC | 1,495 | $239.7K | 0.01% | −164−9.9% | Reduced |
| Bleakley Financial Group, LLC | 1,495 | $239.7K | 0.01% | −164−9.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,476 | $241.7K | 0.00% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 1,510 | $242.2K | 0.00% | +1,510 | New |
| Tobam | 1,546 | $248.0K | 0.02% | −389−20.1% | Reduced |
| Huntington National Bank | 1,556 | $249.5K | 0.00% | +527+51.2% | Added |
| Spire Wealth Management | 1,714 | $251.6K | 0.01% | −130−7.0% | Reduced |
| Wexford Capital LP | 1,576 | $252.7K | 0.05% | −1,447−47.9% | Reduced |
| Lazard Asset Management LLC | 1,606 | $257.0K | 0.00% | −2,095−56.6% | Reduced |