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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
Hennion & Walsh Asset Management, Inc.3,971$636.7K0.04%−2,911−42.3%Reduced
Regions Financial Corp3,938$631.4K0.01%+1,778+82.3%Added
Enterprise Bank & Trust Co3,910$626.9K0.22%00.0%Unchanged
Schonfeld Strategic Advisors LLC3,910$626.9K0.01%+3,910New
Bryant Woods Investment Advisors, LLC3,908$626.6K0.40%−1,480−27.5%Reduced
Degroof Petercam Asset Management3,900$625.3K0.01%+3,900New
Bridgeworth, LLC3,875$621.3K0.06%−3−0.1%Reduced
Navellier & Associates Inc3,862$619.2K0.09%+540+16.3%Added
Mather Group, LLC.3,817$612.0K0.01%−29−0.8%Reduced
Qtron Investments LLC3,807$610.4K0.10%+3,807New
Loudon Investment Management, LLC3,790$607.7K0.38%+350+10.2%Added
Profund Advisors LLC3,765$603.6K0.03%+642+20.6%Added
CWA Asset Management Group, LLC3,730$598.0K0.04%−11−0.3%Reduced
Park Avenue Securities LLC3,727$597.0K0.01%+10.0%Added
Buckley Wealth Management, LLC3,699$593.1K0.21%−189−4.9%Reduced
Strategic Investment Advisors3,689$591.4K0.09%−271−6.8%Reduced
NewEdge Wealth, LLC3,655$586.1K0.01%+850+30.3%Added
Avantax Advisory Services, Inc.3,649$585.1K0.01%−4,271−53.9%Reduced
Vestmark Advisory Solutions, Inc.3,647$584.8K0.03%+845+30.2%Added
Values First Advisors, Inc.3,640$583.6K0.35%−1,157−24.1%Reduced
Toroso Investments, LLC3,577$573.5K0.01%+1,155+47.7%Added
Douglass Winthrop Advisors, LLC3,550$569.2K0.01%+3,550New
Hoylecohen, LLC3,547$568.7K0.05%00.0%Unchanged
Banque Cantonale Vaudoise3,444$552.0K0.02%+1,651+92.1%Added
Change Path, LLC3,422$549.0K0.04%+3,422New
Mercer Global Advisors Inc3,379$542.0K0.00%+110+3.4%Added
Checchi Capital Advisers, LLC3,239$519.3K0.04%+142+4.6%Added
Shell Asset Management Co3,229$518.0K0.02%−1,902−37.1%Reduced
CWM, LLC3,153$505.0K0.00%−912−22.4%Reduced
Everence Capital Management Inc3,150$505.0K0.04%+3,150New
Sequoia Financial Advisors, LLC3,094$496.1K0.01%+3,094New
Raymond James Trust N.A.3,093$495.9K0.01%+324+11.7%Added
First Citizens Bank & Trust Co3,066$491.6K0.01%−976−24.1%Reduced
Horizon Investments, LLC3,035$486.6K0.01%+155+5.4%Added
Coldstream Capital Management Inc2,995$480.1K0.01%−22,772−88.4%Reduced
NEOS Investment Management LLC2,994$480.0K0.05%+2,994New
First Financial Bankshares Inc2,953$473.5K0.01%+2,953New
Auxano Advisors, LLC2,899$464.8K0.16%+941+48.1%Added
Trust Co of Toledo NA2,860$458.5K0.08%+800+38.8%Added
Hudson Valley Investment Advisors Inc2,864$457.8K0.06%00.0%Unchanged
CoreCap Advisors, LLC2,833$454.1K0.03%−103−3.5%Reduced
Assenagon Asset Management S.A.2,831$453.9K0.00%−141−4.7%Reduced
Terry L. Blaker2,818$451.8K0.04%00.0%Unchanged
Sandhill Capital Partners LLC2,800$448.9K0.04%00.0%Unchanged
Snowden Capital Advisors LLC2,770$444.1K0.02%+179+6.9%Added
Ieq Capital, LLC2,690$431.4K0.01%−800−22.9%Reduced
Horst & Graben Wealth Management LLC2,681$429.8K0.09%−10.0%Reduced
Veriti Management LLC2,617$419.6K0.04%+826+46.1%Added
Benjamin F. Edwards & Company, Inc.2,572$412.0K0.01%+2,572New
Bailard, Inc.2,563$410.9K0.01%00.0%Unchanged
Empowered Funds, LLC2,541$407.4K0.01%+377+17.4%Added
Stratos Wealth Partners, LTD.2,484$398.3K0.01%−186−7.0%Reduced
GWM Advisors LLC2,663$394.2K0.00%−276−9.4%Reduced
Householder Group Estate & Retirement Specialist, LLC2,461$394.0K0.13%00.0%Unchanged
Federated Hermes, Inc.2,416$387.4K0.00%+847+54.0%Added
Delta Capital Management LLC2,385$382.0K0.27%−30−1.2%Reduced
Canandaigua National Bank & Trust Co2,382$381.9K0.06%−333−12.3%Reduced
Clarius Group, LLC2,362$378.7K0.03%+300+14.5%Added
American Investment Services, Inc.2,359$378.2K0.07%00.0%Unchanged
Cypress Capital Group2,359$378.2K0.05%+214+10.0%Added
Siemens Fonds Invest GmbH2,350$376.8K0.03%+2,350New
Ameritas Investment Partners, Inc.2,348$376.5K0.01%−90−3.7%Reduced
Reynders McVeigh Capital Management, LLC2,347$376.0K0.02%00.0%Unchanged
Glenview Trust Co2,340$375.2K0.01%+40+1.7%Added
Geneos Wealth Management Inc.2,300$368.8K0.02%−113−4.7%Reduced
Principal Securities, Inc.2,297$368.2K0.01%+2,297New
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,295$368.0K0.01%−1,060−31.6%Reduced
Johnson Financial Group, Inc.2,292$367.5K0.02%+2,292New
Intech Investment Management LLC2,264$363.0K0.01%−2,159−48.8%Reduced
Leavell Investment Management, Inc.2,256$362.0K0.02%00.0%Unchanged
Cigna Investments Inc2,254$361.0K0.07%+30+1.3%Added
Windham Capital Management, LLC2,197$352.2K0.13%+22+1.0%Added
Legacy Wealth Asset Management, LLC2,180$349.5K0.11%+2,180New
Beacon Pointe Advisors, LLC2,130$341.5K0.00%+373+21.2%Added
Level Four Advisory Services, LLC2,125$340.7K0.02%−2−0.1%Reduced
Fiduciary Group LLC2,059$330.1K0.04%−1,187−36.6%Reduced
Northwestern Mutual Wealth Management Co2,050$328.7K0.00%−2,612−56.0%Reduced
Main Street Financial Solutions, LLC2,045$327.9K0.04%+2,045New
Clifford Swan Investment Counsel LLC2,027$325.0K0.01%−300−12.9%Reduced
V-Square Quantitative Management LLC1,998$320.3K0.08%00.0%Unchanged
Altshuler Shaham Ltd1,948$312.3K0.02%+1,948New
Wolverine Trading, LLC1,947$312.2K0.00%−4,654−70.5%Reduced
Buckingham Strategic Wealth, LLC1,942$311.4K0.00%−177−8.4%Reduced
Greenfield Seitz Capital Management, LLC1,942$311.4K0.12%+1,942New
Financial Network Wealth Management LLC1,941$311.0K0.13%−300−13.4%Reduced
Stephens Inc1,891$303.2K0.01%+1,891New
Naples Global Advisors, LLC1,884$302.1K0.03%−469−19.9%Reduced
Financial Advocates Investment Management1,877$301.0K0.02%+1,877New
Tyche Wealth Partners LLC1,858$297.9K0.07%+1,858New
Kestra Private Wealth Services, LLC1,855$297.4K0.01%+1,855New
Curtis Advisory Group, LLC1,846$296.0K0.14%−837−31.2%Reduced
Bank Julius Baer & Co. Ltd, Zurich1,841$295.1K0.00%+1,248+210.5%Added
Greenleaf Trust1,835$294.2K0.00%−750−29.0%Reduced
Wilbanks Smith & Thomas Asset Management LLC1,829$293.2K0.01%−41−2.2%Reduced
Beaton Management Co. Inc.1,750$281.0K0.17%00.0%Unchanged
Fishman Jay A Ltd1,750$280.6K0.03%00.0%Unchanged
Farmers & Merchants Trust Co of Long Beach1,745$279.8K0.07%00.0%Unchanged
Logan Capital Management Inc1,730$277.4K0.01%00.0%Unchanged
Demars Financial Group, LLC1,726$276.7K0.15%−25,905−93.8%Reduced
Cetera Trust Company, N.A1,716$275.1K0.17%+1,716New