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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.

Institutional holdersQ4 2023: 716 institutions
Q1 2021: 522 institutionsQ2 2021: 525 institutionsQ3 2021: 586 institutionsQ4 2021: 641 institutionsQ1 2022: 656 institutionsQ2 2022: 639 institutionsQ3 2022: 629 institutionsQ4 2022: 590 institutionsQ1 2023: 581 institutionsQ2 2023: 579 institutionsQ3 2023: 655 institutionsQ4 2023: 716 institutionsQ1 2024: 707 institutionsQ2 2024: 752 institutionsQ3 2024: 772 institutionsQ4 2024: 782 institutionsQ1 2025: 800 institutionsQ2 2025: 810 institutionsQ3 2025: 793 institutionsQ4 2025: 745 institutionsQ1 2026: 768 institutionsQ2 2026: 802 institutions
Value heldQ4 2023: $33.5B
Q1 2021: $17.2BQ2 2021: $21.3BQ3 2021: $21.3BQ4 2021: $29.0BQ1 2022: $26.2BQ2 2022: $21.8BQ3 2022: $22.5BQ4 2022: $19.1BQ1 2023: $21.5BQ2 2023: $21.3BQ3 2023: $25.4BQ4 2023: $33.5BQ1 2024: $30.5BQ2 2024: $32.1BQ3 2024: $36.9BQ4 2024: $30.5BQ1 2025: $30.8BQ2 2025: $30.4BQ3 2025: $28.1BQ4 2025: $27.9BQ1 2026: $26.4BQ2 2026: $29.9B
Institutions holding EXR and their total value by quarter
QuarterHoldersValue
Q2 2026802$29.9B
Q1 2026768$26.4B
Q4 2025745$27.9B
Q3 2025793$28.1B
Q2 2025810$30.4B
Q1 2025800$30.8B
Q4 2024782$30.5B
Q3 2024772$36.9B
Q2 2024752$32.1B
Q1 2024707$30.5B
Q4 2023716$33.5B
Q3 2023655$25.4B
Q2 2023579$21.3B
Q1 2023581$21.5B
Q4 2022590$19.1B
Q3 2022629$22.5B
Q2 2022639$21.8B
Q1 2022656$26.2B
Q4 2021641$29.0B
Q3 2021586$21.3B
Q2 2021525$21.3B
Q1 2021522$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.

Institutions holding EXR in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Sheets Smith Wealth Management1,609$258.0K0.04%+1,609New
American Assets Investment Management, LLC1,610$258.1K0.03%+1,610New
Charter Research & Investment Group, Inc.1,610$258.1K0.21%+1,610New
Independent Financial Group, LLC1,636$262.3K0.01%+1,636New
Farmers & Merchants Investments Inc1,642$263.3K0.01%00.0%Unchanged
Virtus ETF Advisers LLC1,653$265.0K0.17%−1,120−40.4%Reduced
Fiduciary Family Office, LLC1,654$265.2K0.12%+1,654New
Whittier Trust Co1,656$265.5K0.00%+72+4.5%Added
First Manhattan Co1,668$267.4K0.00%+1+0.1%Added
Parsons Capital Management Inc1,677$268.9K0.02%00.0%Unchanged
Dai-Ichi Life Insurance Company, Ltd1,686$270.0K0.01%00.0%Unchanged
Fukoku Mutual Life Insurance Co1,691$271.1K0.02%00.0%Unchanged
Teamwork Financial Advisors, LLC1,696$271.9K0.05%−50−2.9%Reduced
Fulton Bank, N.A.1,705$273.4K0.01%−220−11.4%Reduced
CIBC Private Wealth Group, LLC1,707$273.7K0.00%+36+2.2%Added
LVW Advisors, LLC1,707$273.7K0.05%+1,707New
Cetera Trust Company, N.A1,716$275.1K0.17%+1,716New
Demars Financial Group, LLC1,726$276.7K0.15%−25,905−93.8%Reduced
Logan Capital Management Inc1,730$277.4K0.01%00.0%Unchanged
Farmers & Merchants Trust Co of Long Beach1,745$279.8K0.07%00.0%Unchanged
Fishman Jay A Ltd1,750$280.6K0.03%00.0%Unchanged
Beaton Management Co. Inc.1,750$281.0K0.17%00.0%Unchanged
Wilbanks Smith & Thomas Asset Management LLC1,829$293.2K0.01%−41−2.2%Reduced
Greenleaf Trust1,835$294.2K0.00%−750−29.0%Reduced
Bank Julius Baer & Co. Ltd, Zurich1,841$295.1K0.00%+1,248+210.5%Added
Curtis Advisory Group, LLC1,846$296.0K0.14%−837−31.2%Reduced
Kestra Private Wealth Services, LLC1,855$297.4K0.01%+1,855New
Tyche Wealth Partners LLC1,858$297.9K0.07%+1,858New
Financial Advocates Investment Management1,877$301.0K0.02%+1,877New
Naples Global Advisors, LLC1,884$302.1K0.03%−469−19.9%Reduced
Stephens Inc1,891$303.2K0.01%+1,891New
Financial Network Wealth Management LLC1,941$311.0K0.13%−300−13.4%Reduced
Greenfield Seitz Capital Management, LLC1,942$311.4K0.12%+1,942New
Buckingham Strategic Wealth, LLC1,942$311.4K0.00%−177−8.4%Reduced
Wolverine Trading, LLC1,947$312.2K0.00%−4,654−70.5%Reduced
Altshuler Shaham Ltd1,948$312.3K0.02%+1,948New
V-Square Quantitative Management LLC1,998$320.3K0.08%00.0%Unchanged
Clifford Swan Investment Counsel LLC2,027$325.0K0.01%−300−12.9%Reduced
Main Street Financial Solutions, LLC2,045$327.9K0.04%+2,045New
Northwestern Mutual Wealth Management Co2,050$328.7K0.00%−2,612−56.0%Reduced
Fiduciary Group LLC2,059$330.1K0.04%−1,187−36.6%Reduced
Level Four Advisory Services, LLC2,125$340.7K0.02%−2−0.1%Reduced
Beacon Pointe Advisors, LLC2,130$341.5K0.00%+373+21.2%Added
Legacy Wealth Asset Management, LLC2,180$349.5K0.11%+2,180New
Windham Capital Management, LLC2,197$352.2K0.13%+22+1.0%Added
Cigna Investments Inc2,254$361.0K0.07%+30+1.3%Added
Leavell Investment Management, Inc.2,256$362.0K0.02%00.0%Unchanged
Intech Investment Management LLC2,264$363.0K0.01%−2,159−48.8%Reduced
Johnson Financial Group, Inc.2,292$367.5K0.02%+2,292New
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,295$368.0K0.01%−1,060−31.6%Reduced
Principal Securities, Inc.2,297$368.2K0.01%+2,297New
Geneos Wealth Management Inc.2,300$368.8K0.02%−113−4.7%Reduced
Glenview Trust Co2,340$375.2K0.01%+40+1.7%Added
Reynders McVeigh Capital Management, LLC2,347$376.0K0.02%00.0%Unchanged
Ameritas Investment Partners, Inc.2,348$376.5K0.01%−90−3.7%Reduced
Siemens Fonds Invest GmbH2,350$376.8K0.03%+2,350New
Cypress Capital Group2,359$378.2K0.05%+214+10.0%Added
American Investment Services, Inc.2,359$378.2K0.07%00.0%Unchanged
Clarius Group, LLC2,362$378.7K0.03%+300+14.5%Added
Canandaigua National Bank & Trust Co2,382$381.9K0.06%−333−12.3%Reduced
Delta Capital Management LLC2,385$382.0K0.27%−30−1.2%Reduced
Federated Hermes, Inc.2,416$387.4K0.00%+847+54.0%Added
Householder Group Estate & Retirement Specialist, LLC2,461$394.0K0.13%00.0%Unchanged
GWM Advisors LLC2,663$394.2K0.00%−276−9.4%Reduced
Stratos Wealth Partners, LTD.2,484$398.3K0.01%−186−7.0%Reduced
Empowered Funds, LLC2,541$407.4K0.01%+377+17.4%Added
Bailard, Inc.2,563$410.9K0.01%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.2,572$412.0K0.01%+2,572New
Veriti Management LLC2,617$419.6K0.04%+826+46.1%Added
Horst & Graben Wealth Management LLC2,681$429.8K0.09%−10.0%Reduced
Ieq Capital, LLC2,690$431.4K0.01%−800−22.9%Reduced
Snowden Capital Advisors LLC2,770$444.1K0.02%+179+6.9%Added
Sandhill Capital Partners LLC2,800$448.9K0.04%00.0%Unchanged
Terry L. Blaker2,818$451.8K0.04%00.0%Unchanged
Assenagon Asset Management S.A.2,831$453.9K0.00%−141−4.7%Reduced
CoreCap Advisors, LLC2,833$454.1K0.03%−103−3.5%Reduced
Hudson Valley Investment Advisors Inc2,864$457.8K0.06%00.0%Unchanged
Trust Co of Toledo NA2,860$458.5K0.08%+800+38.8%Added
Auxano Advisors, LLC2,899$464.8K0.16%+941+48.1%Added
First Financial Bankshares Inc2,953$473.5K0.01%+2,953New
NEOS Investment Management LLC2,994$480.0K0.05%+2,994New
Coldstream Capital Management Inc2,995$480.1K0.01%−22,772−88.4%Reduced
Horizon Investments, LLC3,035$486.6K0.01%+155+5.4%Added
First Citizens Bank & Trust Co3,066$491.6K0.01%−976−24.1%Reduced
Raymond James Trust N.A.3,093$495.9K0.01%+324+11.7%Added
Sequoia Financial Advisors, LLC3,094$496.1K0.01%+3,094New
CWM, LLC3,153$505.0K0.00%−912−22.4%Reduced
Everence Capital Management Inc3,150$505.0K0.04%+3,150New
Shell Asset Management Co3,229$518.0K0.02%−1,902−37.1%Reduced
Checchi Capital Advisers, LLC3,239$519.3K0.04%+142+4.6%Added
Mercer Global Advisors Inc3,379$542.0K0.00%+110+3.4%Added
Change Path, LLC3,422$549.0K0.04%+3,422New
Banque Cantonale Vaudoise3,444$552.0K0.02%+1,651+92.1%Added
Hoylecohen, LLC3,547$568.7K0.05%00.0%Unchanged
Douglass Winthrop Advisors, LLC3,550$569.2K0.01%+3,550New
Toroso Investments, LLC3,577$573.5K0.01%+1,155+47.7%Added
Values First Advisors, Inc.3,640$583.6K0.35%−1,157−24.1%Reduced
Vestmark Advisory Solutions, Inc.3,647$584.8K0.03%+845+30.2%Added
Avantax Advisory Services, Inc.3,649$585.1K0.01%−4,271−53.9%Reduced
NewEdge Wealth, LLC3,655$586.1K0.01%+850+30.3%Added