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Livermore
Livermore
ZHEN

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
Anchor Investment Management, LLC220$35.3K0.00%−35−13.7%Reduced
Clearstead Advisors, LLC217$34.8K0.00%+81+59.6%Added
WealthCollab, LLC204$32.7K0.03%+204New
EverSource Wealth Advisors, LLC198$31.7K0.00%−33−14.3%Reduced
Glassman Wealth Services185$29.7K0.00%−77−29.4%Reduced
Global Retirement Partners, LLC185$27.8K0.00%+6+3.4%Added
Quent Capital, LLC173$27.7K0.00%00.0%Unchanged
Creekmur Asset Management LLC164$26.3K0.01%+164New
Capital Advisors, Ltd. LLC165$26.0K0.00%+9+5.8%Added
Financial Management Professionals, Inc.156$25.0K0.00%+1+0.6%Added
HM Payson & Co150$24.1K0.00%00.0%Unchanged
Harbour Investments, Inc.147$23.6K0.00%+8+5.8%Added
Rothschild Investment LLC147$23.6K0.00%+147New
EdgeRock Capital LLC163$23.4K0.02%+163New
Bank of New Hampshire138$22.1K0.01%00.0%Unchanged
Quarry LP138$22.1K0.01%+138New
Zions Bancorporation, N.A.133$21.3K0.00%−79−37.3%Reduced
DAGCO, Inc.133$21.3K0.02%+133New
Dynamic Wealth Strategies, LLC133$21.3K0.02%+133New
DT Investment Partners, LLC142$20.7K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC125$20.0K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.164$20.0K0.00%−89−35.2%Reduced
TD Private Client Wealth LLC120$19.2K0.00%−89−42.6%Reduced
Sunbelt Securities, Inc.114$18.3K0.00%+1+0.9%Added
Wiser Advisor Group LLC109$17.4K0.03%+109New
Byrne Asset Management LLC–$16.1K0.01%––
GPS Wealth Strategies Group, LLC100$16.0K0.00%−34−25.4%Reduced
PSI Advisors, LLC100$16.0K0.01%00.0%Unchanged
Missouri Trust & Investment Co100$16.0K0.01%00.0%Unchanged
Heritage Wealth Advisors100$16.0K0.00%+100New
LGT Financial Advisors LLC99$15.9K0.02%00.0%Unchanged
ZRC Wealth Management, LLC128$15.6K0.01%+128New
Prestige Wealth Management Group LLC97$15.6K0.00%−14−12.6%Reduced
HHM Wealth Advisors, LLC83$13.3K0.00%00.0%Unchanged
IFP Advisors, Inc78$12.6K0.00%+39+100.0%Added
Carolinas Wealth Consulting LLC76$12.2K0.00%00.0%Unchanged
TSFG, LLC75$12.0K0.00%00.0%Unchanged
Thompson Investment Management, Inc.74$11.9K0.00%+74New
GW&K Investment Management, LLC70$11.0K0.00%+1+1.4%Added
Valley National Advisers Inc72$11.0K0.00%+27+60.0%Added
Impact Partnership Wealth, LLC63$10.1K0.00%−2,814−97.8%Reduced
Naples Money Management LLC62$10.0K0.01%+62New
RE Dickinson Investment Advisors, LLC64$10.0K0.01%00.0%Unchanged
Fortitude Family Office, LLC60$9.62K0.01%+60New
Private Wealth Management Group, LLC60$9.62K0.00%+60New
Glen Eagle Advisors, LLC59$9.46K0.00%00.0%Unchanged
MV Capital Management, Inc.58$9.30K0.00%−67−53.6%Reduced
Rosenberg Matthew Hamilton57$9.14K0.00%00.0%Unchanged
AlphaMark Advisors, LLC55$9.00K0.00%−5−8.3%Reduced
Gould Capital, LLC55$8.82K0.01%00.0%Unchanged
Plante Moran Financial Advisors, LLC51$8.18K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.51$8.17K0.00%00.0%Unchanged
Provence Wealth Management Group50$8.02K0.00%00.0%Unchanged
Evolution Advisers, Inc.50$8.00K0.01%00.0%Unchanged
FSA Wealth Management LLC49$8.00K0.00%+49New
Bell Investment Advisors, Inc49$7.86K0.00%−5−9.3%Reduced
JJJ Advisors Inc.44$7.05K0.00%−16−26.7%Reduced
Red Tortoise LLC39$6.25K0.00%−2−4.9%Reduced
Turtle Creek Wealth Advisors, LLC39$6.25K0.00%+39New
Asset Dedication, LLC38$6.00K0.00%−6−13.6%Reduced
Jamison Private Wealth Management, Inc.35$5.61K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.26$5.14K0.00%00.0%Unchanged
Salomon & Ludwin, LLC41$4.99K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.30$4.81K0.00%00.0%Unchanged
Bogart Wealth, LLC30$4.81K0.00%00.0%Unchanged
Abound Wealth Management29$4.65K0.00%+7+31.8%Added
Key Financial Inc29$4.65K0.00%00.0%Unchanged
McGlone Suttner Wealth Management, Inc.29$4.58K0.00%+29New
Eagle Bay Advisors LLC27$4.33K0.00%00.0%Unchanged
Wolff Wiese Magana LLC27$4.33K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC25$4.01K0.00%+25New
Coppell Advisory Solutions LLC25$3.96K0.00%+25New
Gold Investment Management Ltd.24$3.85K0.00%+24New
Bokf, NA24$3.85K0.00%+18+300.0%Added
SRS Capital Advisors, Inc.23$3.69K0.00%+18+360.0%Added
Caldwell Sutter Capital, Inc.21$3.37K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC19$3.05K0.00%00.0%Unchanged
Investors Research Corp19$3.05K0.00%00.0%Unchanged
Tradition Wealth Management, LLC20$3.00K0.00%+20New
Raffa Wealth Management, LLC18$2.89K0.00%00.0%Unchanged
Colonial Trust Advisors18$2.89K0.00%+2+12.5%Added
Oakworth Capital, Inc.17$2.73K0.00%+17New
Independence Bank of Kentucky17$2.73K0.00%+17New
Headlands Technologies LLC16$2.56K0.00%+16New
Iron Horse Wealth Management, LLC15$2.40K0.00%00.0%Unchanged
First Horizon Advisors, Inc.14$2.25K0.00%−3−17.6%Reduced
Trust Co of Vermont14$2.25K0.00%+14New
Sachetta, LLC14$2.25K0.00%+14New
Raleigh Capital Management Inc.14$2.24K0.00%+14New
Hollencrest Capital Management13$2.08K0.00%00.0%Unchanged
Avion Wealth14$2.00K0.00%+14New
Smartleaf Asset Management LLC12$1.95K0.00%+12New
Hexagon Capital Partners LLC12$1.92K0.00%00.0%Unchanged
Baystate Wealth Management LLC11$1.82K0.00%00.0%Unchanged
TFC Financial Management11$1.76K0.00%+11New
MCF Advisors LLC10$1.60K0.00%+10New
Sound Income Strategies, LLC10$1.60K0.00%00.0%Unchanged
Group One Trading, L.P.10$1.60K0.00%+10New
Dunhill Financial, LLC9$1.47K0.00%+9New
Castleview Partners, LLC9$1.44K0.00%00.0%Unchanged