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 |
|---|---|---|---|---|---|
| Strategic Investment Advisors | 3,689 | $591.4K | 0.09% | −271−6.8% | Reduced |
| Buckley Wealth Management, LLC | 3,699 | $593.1K | 0.21% | −189−4.9% | Reduced |
| Park Avenue Securities LLC | 3,727 | $597.0K | 0.01% | +10.0% | Added |
| CWA Asset Management Group, LLC | 3,730 | $598.0K | 0.04% | −11−0.3% | Reduced |
| Profund Advisors LLC | 3,765 | $603.6K | 0.03% | +642+20.6% | Added |
| Loudon Investment Management, LLC | 3,790 | $607.7K | 0.38% | +350+10.2% | Added |
| Qtron Investments LLC | 3,807 | $610.4K | 0.10% | +3,807 | New |
| Mather Group, LLC. | 3,817 | $612.0K | 0.01% | −29−0.8% | Reduced |
| Navellier & Associates Inc | 3,862 | $619.2K | 0.09% | +540+16.3% | Added |
| Bridgeworth, LLC | 3,875 | $621.3K | 0.06% | −3−0.1% | Reduced |
| Degroof Petercam Asset Management | 3,900 | $625.3K | 0.01% | +3,900 | New |
| Bryant Woods Investment Advisors, LLC | 3,908 | $626.6K | 0.40% | −1,480−27.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 3,910 | $626.9K | 0.01% | +3,910 | New |
| Enterprise Bank & Trust Co | 3,910 | $626.9K | 0.22% | 00.0% | Unchanged |
| Regions Financial Corp | 3,938 | $631.4K | 0.01% | +1,778+82.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 3,971 | $636.7K | 0.04% | −2,911−42.3% | Reduced |
| Carmel Capital Partners, LLC | 3,978 | $637.8K | 0.33% | +302+8.2% | Added |
| Lido Advisors, LLC | 4,149 | $665.3K | 0.01% | +349+9.2% | Added |
| Visionary Horizons, LLC | 4,185 | $671.0K | 0.54% | +4,185 | New |
| Money Concepts Capital Corp | 4,212 | $676.9K | 0.06% | +217+5.4% | Added |
| McKinley Carter Wealth Services, Inc. | 4,321 | $692.8K | 0.05% | 00.0% | Unchanged |
| Brown Advisory Inc | 4,336 | $695.3K | 0.00% | +221+5.4% | Added |
| Foster & Motley Inc | 4,350 | $697.0K | 0.05% | −2,385−35.4% | Reduced |
| Vanderbilt University | 4,357 | $698.6K | 0.17% | +700+19.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,590 | $735.9K | 0.03% | −58,608−92.7% | Reduced |
| Equitable Holdings, Inc. | 4,636 | $743.2K | 0.01% | −1,747−27.4% | Reduced |
| Investment Management Corp of Ontario | 4,964 | $795.9K | 0.02% | −43,336−89.7% | Reduced |
| Glenmede Trust Co NA | 4,989 | $799.9K | 0.00% | +2,138+75.0% | Added |
| Tokio Marine Asset Management Co Ltd | 5,050 | $809.7K | 0.04% | +142+2.9% | Added |
| O'Shaughnessy Asset Management, LLC | 5,129 | $822.3K | 0.01% | +1,519+42.1% | Added |
| Washington Trust Co | 5,225 | $837.7K | 0.03% | +1,000+23.7% | Added |
| Platte River Wealth Advisors, LLC | 5,233 | $839.0K | 0.28% | −420−7.4% | Reduced |
| LJI Wealth Management, LLC | 5,330 | $854.6K | 0.22% | +300+6.0% | Added |
| FJ Investments, LLC | 5,500 | $881.8K | 0.04% | +5,500 | New |
| GTS Securities LLC | 5,524 | $885.7K | 0.02% | +2,533+84.7% | Added |
| Baird Financial Group, Inc. | 5,540 | $888.2K | 0.00% | +2,075+59.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 5,543 | $889.0K | 0.02% | +2,060+59.1% | Added |
| Venturi Wealth Management, LLC | 5,553 | $890.3K | 0.06% | −264−4.5% | Reduced |
| Illinois Municipal Retirement Fund | 5,673 | $910.0K | 0.02% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 5,724 | $917.7K | 0.00% | −7,852−57.8% | Reduced |
| Marshall Financial Group LLC | 5,786 | $927.7K | 0.30% | +654+12.7% | Added |
| TownSquare Capital, LLC | 5,839 | $936.2K | 0.02% | +1,063+22.3% | Added |
| Hummer Financial Advisory Services Inc | 5,850 | $937.9K | 0.86% | 00.0% | Unchanged |
| Credit Agricole S A | 5,978 | $958.5K | 0.02% | +3,991+200.9% | Added |
| Cetera Investment Advisers | 5,995 | $961.1K | 0.01% | +885+17.3% | Added |
| Connectus Wealth, LLC | 6,115 | $980.4K | 0.02% | 00.0% | Unchanged |
| DFPG Investments, LLC | 6,212 | $986.5K | 0.08% | 00.0% | Unchanged |
| Archer Investment Corp | 6,309 | $1.01M | 0.33% | 00.0% | Unchanged |
| UBS Oconnor LLC | 6,325 | $1.01M | 0.03% | −78,576−92.6% | Reduced |
| Penobscot Investment Management Company, Inc. | 6,407 | $1.03M | 0.12% | −2,058−24.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,498 | $1.04M | 0.01% | +490+8.2% | Added |
| Adams Wealth Management | 6,504 | $1.04M | 0.31% | −575−8.1% | Reduced |
| Cerity Partners LLC | 6,564 | $1.05M | 0.00% | +2,110+47.4% | Added |
| McDonough Capital Management, Inc | 6,625 | $1.06M | 0.92% | −199−2.9% | Reduced |
| EP Wealth Advisors, LLC | 6,613 | $1.06M | 0.01% | −1,454−18.0% | Reduced |
| Arkadios Wealth Advisors | 6,622 | $1.06M | 0.09% | +1,931+41.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,688 | $1.07M | 0.03% | +20+0.3% | Added |
| Sound View Wealth Advisors Group, LLC | 6,758 | $1.08M | 0.12% | −2,006−22.9% | Reduced |
| Carderock Capital Management Inc | 6,799 | $1.09M | 0.30% | +6,799 | New |
| Anson Funds Management LP | 6,865 | $1.10M | 0.23% | +6,865 | New |
| Acas, LLC | 6,908 | $1.11M | 1.26% | −9,744−58.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,036 | $1.13M | 0.01% | +200+2.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 7,053 | $1.13M | 0.00% | −2,086−22.8% | Reduced |
| J. W. Coons Advisors, LLC | 7,060 | $1.13M | 0.31% | +131+1.9% | Added |
| Vestcor Inc | 7,193 | $1.15M | 0.04% | −153−2.1% | Reduced |
| Prudential PLC | 7,221 | $1.16M | 0.01% | +1,523+26.7% | Added |
| Brinker Capital Investments, LLC | 7,246 | $1.16M | 0.01% | +295+4.2% | Added |
| Orion Portfolio Solutions, LLC | 7,246 | $1.16M | 0.01% | +295+4.2% | Added |
| Dana Investment Advisors, Inc. | 7,262 | $1.16M | 0.06% | −74−1.0% | Reduced |
| Atria Investments LLC | 7,263 | $1.16M | 0.02% | +7,263 | New |
| Capital Square, LLC | 7,270 | $1.17M | 1.32% | −330−4.3% | Reduced |
| Gallacher Capital Management LLC | 7,284 | $1.17M | 0.65% | −630−8.0% | Reduced |
| Ofi Invest Asset Management | 8,110 | $1.18M | 0.04% | −1,794−18.1% | Reduced |
| Whalerock Point Partners, LLC | 7,394 | $1.19M | 0.37% | +1,000+15.6% | Added |
| Brasada Capital Management, LP | 7,396 | $1.19M | 0.23% | −2,648−26.4% | Reduced |
| Wedbush Securities Inc | 7,420 | $1.19M | 0.05% | −370−4.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,527 | $1.21M | 0.08% | −122−1.6% | Reduced |
| MML Investors Services, LLC | 7,671 | $1.23M | 0.01% | +1,855+31.9% | Added |
| Atria Wealth Solutions, Inc. | 7,775 | $1.25M | 0.02% | +4,968+177.0% | Added |
| Bessemer Group Inc | 7,866 | $1.26M | 0.00% | −530−6.3% | Reduced |
| Ostrum Asset Management | 7,873 | $1.26M | 0.11% | −1,547−16.4% | Reduced |
| Aviva PLC | 7,932 | $1.27M | 0.00% | −49,027−86.1% | Reduced |
| Pallas Capital Advisors LLC | 8,026 | $1.29M | 0.07% | +8,026 | New |
| Hartline Investment Corp | 8,051 | $1.29M | 0.21% | −93−1.1% | Reduced |
| Pensionfund Sabic | 8,055 | $1.29M | 0.41% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 8,086 | $1.30M | 0.01% | +59+0.7% | Added |
| Alberta Investment Management Corp | 8,250 | $1.32M | 0.01% | +4,950+150.0% | Added |
| Vident Advisory, LLC | 8,447 | $1.35M | 0.03% | −462−5.2% | Reduced |
| E. Ohman J:or Asset Management AB | 8,500 | $1.36M | 0.05% | +5,000+142.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 8,584 | $1.38M | 0.05% | +44+0.5% | Added |
| Erste Asset Management GmbH | 8,500 | $1.38M | 0.02% | +2,298+37.1% | Added |
| Brevan Howard Capital Management LP | 8,709 | $1.40M | 0.14% | +8,709 | New |
| Capital Management Corp | 8,850 | $1.42M | 0.28% | 00.0% | Unchanged |
| Taylor Frigon Capital Management LLC | 8,862 | $1.42M | 0.71% | −61−0.7% | Reduced |
| Symphony Financial, Ltd. Co. | 9,446 | $1.42M | 0.31% | −2,826−23.0% | Reduced |
| United Capital Financial Advisers, LLC | 9,076 | $1.46M | 0.01% | +1,009+12.5% | Added |
| Oppenheimer Asset Management Inc. | 9,154 | $1.47M | 0.02% | −294−3.1% | Reduced |
| Naviter Wealth, LLC | 9,337 | $1.50M | 0.30% | +1,531+19.6% | Added |
| Cascade Investment Group, Inc. | 9,375 | $1.50M | 1.21% | −85−0.9% | Reduced |
| Fifth Third Bancorp | 9,425 | $1.51M | 0.01% | −3,260−25.7% | Reduced |