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 |
|---|---|---|---|---|---|
| Shelton Capital Management | 11,344 | $1.82M | 0.06% | −17,100−60.1% | Reduced |
| New Mexico Educational Retirement Board | 11,000 | $1.76M | 0.07% | 00.0% | Unchanged |
| MAI Capital Management | 10,993 | $1.76M | 0.02% | −353−3.1% | Reduced |
| Ossiam | 10,902 | $1.75M | 0.03% | −105,841−90.7% | Reduced |
| Tudor Investment Corp Et Al | 10,594 | $1.70M | 0.02% | +10,594 | New |
| Quantinno Capital Management LP | 10,510 | $1.69M | 0.06% | −6,466−38.1% | Reduced |
| Azzad Asset Management Inc | 10,410 | $1.67M | 0.21% | +3,161+43.6% | Added |
| ING Groep NV | 10,225 | $1.64M | 0.01% | +2,401+30.7% | Added |
| Winmill & Co. Inc | 10,027 | $1.61M | 0.52% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 10,725 | $1.59M | 0.36% | +38+0.4% | Added |
| Candriam Luxembourg S.C.A. | 9,855 | $1.58M | 0.01% | +837+9.3% | Added |
| Stock Yards Bank & Trust Co | 9,817 | $1.57M | 0.06% | −1,914−16.3% | Reduced |
| Phocas Financial Corp. | 9,712 | $1.56M | 0.21% | −2,082−17.7% | Reduced |
| King Luther Capital Management Corp | 9,655 | $1.55M | 0.01% | −111−1.1% | Reduced |
| Apollon Wealth Management, LLC | 9,574 | $1.54M | 0.05% | +1,903+24.8% | Added |
| Schroder Investment Management Group | 9,546 | $1.53M | 0.00% | +1,003+11.7% | Added |
| Fifth Third Bancorp | 9,425 | $1.51M | 0.01% | −3,260−25.7% | Reduced |
| Cascade Investment Group, Inc. | 9,375 | $1.50M | 1.21% | −85−0.9% | Reduced |
| Naviter Wealth, LLC | 9,337 | $1.50M | 0.30% | +1,531+19.6% | Added |
| Oppenheimer Asset Management Inc. | 9,154 | $1.47M | 0.02% | −294−3.1% | Reduced |
| United Capital Financial Advisers, LLC | 9,076 | $1.46M | 0.01% | +1,009+12.5% | Added |
| Symphony Financial, Ltd. Co. | 9,446 | $1.42M | 0.31% | −2,826−23.0% | Reduced |
| Taylor Frigon Capital Management LLC | 8,862 | $1.42M | 0.71% | −61−0.7% | Reduced |
| Capital Management Corp | 8,850 | $1.42M | 0.28% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 8,709 | $1.40M | 0.14% | +8,709 | New |
| Erste Asset Management GmbH | 8,500 | $1.38M | 0.02% | +2,298+37.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 8,584 | $1.38M | 0.05% | +44+0.5% | Added |
| E. Ohman J:or Asset Management AB | 8,500 | $1.36M | 0.05% | +5,000+142.9% | Added |
| Vident Advisory, LLC | 8,447 | $1.35M | 0.03% | −462−5.2% | Reduced |
| Alberta Investment Management Corp | 8,250 | $1.32M | 0.01% | +4,950+150.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,086 | $1.30M | 0.01% | +59+0.7% | Added |
| Pensionfund Sabic | 8,055 | $1.29M | 0.41% | 00.0% | Unchanged |
| Hartline Investment Corp | 8,051 | $1.29M | 0.21% | −93−1.1% | Reduced |
| Pallas Capital Advisors LLC | 8,026 | $1.29M | 0.07% | +8,026 | New |
| Aviva PLC | 7,932 | $1.27M | 0.00% | −49,027−86.1% | Reduced |
| Ostrum Asset Management | 7,873 | $1.26M | 0.11% | −1,547−16.4% | Reduced |
| Bessemer Group Inc | 7,866 | $1.26M | 0.00% | −530−6.3% | Reduced |
| Atria Wealth Solutions, Inc. | 7,775 | $1.25M | 0.02% | +4,968+177.0% | Added |
| MML Investors Services, LLC | 7,671 | $1.23M | 0.01% | +1,855+31.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 7,527 | $1.21M | 0.08% | −122−1.6% | Reduced |
| Wedbush Securities Inc | 7,420 | $1.19M | 0.05% | −370−4.7% | Reduced |
| Brasada Capital Management, LP | 7,396 | $1.19M | 0.23% | −2,648−26.4% | Reduced |
| Whalerock Point Partners, LLC | 7,394 | $1.19M | 0.37% | +1,000+15.6% | Added |
| Ofi Invest Asset Management | 8,110 | $1.18M | 0.04% | −1,794−18.1% | Reduced |
| Gallacher Capital Management LLC | 7,284 | $1.17M | 0.65% | −630−8.0% | Reduced |
| Capital Square, LLC | 7,270 | $1.17M | 1.32% | −330−4.3% | Reduced |
| Atria Investments LLC | 7,263 | $1.16M | 0.02% | +7,263 | New |
| Dana Investment Advisors, Inc. | 7,262 | $1.16M | 0.06% | −74−1.0% | Reduced |
| 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 |
| Prudential PLC | 7,221 | $1.16M | 0.01% | +1,523+26.7% | Added |
| Vestcor Inc | 7,193 | $1.15M | 0.04% | −153−2.1% | Reduced |
| J. W. Coons Advisors, LLC | 7,060 | $1.13M | 0.31% | +131+1.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 7,053 | $1.13M | 0.00% | −2,086−22.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,036 | $1.13M | 0.01% | +200+2.9% | Added |
| Acas, LLC | 6,908 | $1.11M | 1.26% | −9,744−58.5% | Reduced |
| Anson Funds Management LP | 6,865 | $1.10M | 0.23% | +6,865 | New |
| Carderock Capital Management Inc | 6,799 | $1.09M | 0.30% | +6,799 | New |
| Sound View Wealth Advisors Group, LLC | 6,758 | $1.08M | 0.12% | −2,006−22.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,688 | $1.07M | 0.03% | +20+0.3% | Added |
| Arkadios Wealth Advisors | 6,622 | $1.06M | 0.09% | +1,931+41.2% | Added |
| EP Wealth Advisors, LLC | 6,613 | $1.06M | 0.01% | −1,454−18.0% | Reduced |
| McDonough Capital Management, Inc | 6,625 | $1.06M | 0.92% | −199−2.9% | Reduced |
| Cerity Partners LLC | 6,564 | $1.05M | 0.00% | +2,110+47.4% | Added |
| Adams Wealth Management | 6,504 | $1.04M | 0.31% | −575−8.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,498 | $1.04M | 0.01% | +490+8.2% | Added |
| Penobscot Investment Management Company, Inc. | 6,407 | $1.03M | 0.12% | −2,058−24.3% | Reduced |
| UBS Oconnor LLC | 6,325 | $1.01M | 0.03% | −78,576−92.6% | Reduced |
| Archer Investment Corp | 6,309 | $1.01M | 0.33% | 00.0% | Unchanged |
| DFPG Investments, LLC | 6,212 | $986.5K | 0.08% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 6,115 | $980.4K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 5,995 | $961.1K | 0.01% | +885+17.3% | Added |
| Credit Agricole S A | 5,978 | $958.5K | 0.02% | +3,991+200.9% | Added |
| Hummer Financial Advisory Services Inc | 5,850 | $937.9K | 0.86% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 5,839 | $936.2K | 0.02% | +1,063+22.3% | Added |
| Marshall Financial Group LLC | 5,786 | $927.7K | 0.30% | +654+12.7% | Added |
| Squarepoint Ops LLC | 5,724 | $917.7K | 0.00% | −7,852−57.8% | Reduced |
| Illinois Municipal Retirement Fund | 5,673 | $910.0K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 5,553 | $890.3K | 0.06% | −264−4.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 5,543 | $889.0K | 0.02% | +2,060+59.1% | Added |
| Baird Financial Group, Inc. | 5,540 | $888.2K | 0.00% | +2,075+59.9% | Added |
| GTS Securities LLC | 5,524 | $885.7K | 0.02% | +2,533+84.7% | Added |
| FJ Investments, LLC | 5,500 | $881.8K | 0.04% | +5,500 | New |
| LJI Wealth Management, LLC | 5,330 | $854.6K | 0.22% | +300+6.0% | Added |
| Platte River Wealth Advisors, LLC | 5,233 | $839.0K | 0.28% | −420−7.4% | Reduced |
| Washington Trust Co | 5,225 | $837.7K | 0.03% | +1,000+23.7% | Added |
| O'Shaughnessy Asset Management, LLC | 5,129 | $822.3K | 0.01% | +1,519+42.1% | Added |
| Tokio Marine Asset Management Co Ltd | 5,050 | $809.7K | 0.04% | +142+2.9% | Added |
| Glenmede Trust Co NA | 4,989 | $799.9K | 0.00% | +2,138+75.0% | Added |
| Investment Management Corp of Ontario | 4,964 | $795.9K | 0.02% | −43,336−89.7% | Reduced |
| Equitable Holdings, Inc. | 4,636 | $743.2K | 0.01% | −1,747−27.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,590 | $735.9K | 0.03% | −58,608−92.7% | Reduced |
| Vanderbilt University | 4,357 | $698.6K | 0.17% | +700+19.1% | Added |
| Foster & Motley Inc | 4,350 | $697.0K | 0.05% | −2,385−35.4% | Reduced |
| Brown Advisory Inc | 4,336 | $695.3K | 0.00% | +221+5.4% | Added |
| McKinley Carter Wealth Services, Inc. | 4,321 | $692.8K | 0.05% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 4,212 | $676.9K | 0.06% | +217+5.4% | Added |
| Visionary Horizons, LLC | 4,185 | $671.0K | 0.54% | +4,185 | New |
| Lido Advisors, LLC | 4,149 | $665.3K | 0.01% | +349+9.2% | Added |
| Carmel Capital Partners, LLC | 3,978 | $637.8K | 0.33% | +302+8.2% | Added |