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, Q1 2024
Institutional positions in Extra Space Storage Inc. as of Mar 31, 2024. 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
- 707
- 0 vs. Q4 2023
- Shares held
- 207.8M
- −1.50M (−0.7%) vs. Q4 2023
- Total value
- $30.5B
- −$3.04B (−9.1%) vs. Q4 2023
- New holders
- 65
- 260 more added
- Sold out
- 65
- 251 more reduced
9 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Extra Space Storage Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| DT Investment Partners, LLC | 142 | $20.9K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 150 | $22.1K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 157 | $23.0K | 0.00% | +1+0.6% | Added |
| Clearstead Advisors, LLC | 159 | $23.5K | 0.00% | −58−26.7% | Reduced |
| Creekmur Asset Management LLC | 164 | $24.1K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 164 | $24.2K | 0.00% | +152+1,266.7% | Added |
| Anchor Investment Management, LLC | 170 | $25.0K | 0.00% | −50−22.7% | Reduced |
| Capital Advisors, Ltd. LLC | 170 | $25.0K | 0.00% | +5+3.0% | Added |
| Quent Capital, LLC | 173 | $25.4K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 179 | $26.3K | 0.00% | +32+21.8% | Added |
| Continuum Advisory, LLC | 185 | $27.1K | 0.00% | +185 | New |
| EverSource Wealth Advisors, LLC | 207 | $27.8K | 0.00% | +9+4.5% | Added |
| Harbour Investments, Inc. | 191 | $28.1K | 0.00% | +44+29.9% | Added |
| Davis Capital Management | 245 | $36.0K | 0.03% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 250 | $36.8K | 0.01% | −11−4.2% | Reduced |
| Global Retirement Partners, LLC | 257 | $37.8K | 0.00% | +72+38.9% | Added |
| Bruce G. Allen Investments, LLC | 274 | $40.3K | 0.03% | +17+6.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $44.1K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 300 | $44.1K | 0.01% | +300 | New |
| Smithfield Trust Co | 329 | $49.0K | 0.00% | +24+7.9% | Added |
| Westside Investment Management, Inc. | 345 | $50.7K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 369 | $54.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 385 | $56.6K | 0.00% | +48+14.2% | Added |
| Lindbrook Capital, LLC | 392 | $57.6K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 405 | $59.5K | 0.01% | +5+1.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 440 | $64.7K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 469 | $68.9K | 0.00% | −123−20.8% | Reduced |
| Alta Advisers Ltd | 500 | $73.5K | 0.04% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 500 | $73.5K | 0.00% | +500 | New |
| Parkside Financial Bank & Trust | 518 | $76.1K | 0.01% | +3+0.6% | Added |
| Proequities, Inc. | 518 | $77.0K | 0.00% | −280−35.1% | Reduced |
| Laffer Tengler Investments | 528 | $77.6K | 0.02% | +96+22.2% | Added |
| Private Trust Co NA | 544 | $80.0K | 0.01% | −5−0.9% | Reduced |
| Brown Brothers Harriman & Co | 551 | $81.0K | 0.00% | −6−1.1% | Reduced |
| Central Trust Co | 575 | $84.5K | 0.00% | +9+1.6% | Added |
| Covestor Ltd | 592 | $87.0K | 0.06% | +239+67.7% | Added |
| Armstrong Advisory Group, Inc | 543 | $87.1K | 0.01% | 00.0% | Unchanged |
| Muzinich & Co., Inc. | 548 | $87.9K | 0.08% | 00.0% | Unchanged |
| Tompkins Financial Corp | 650 | $95.5K | 0.01% | +650 | New |
| ESL Trust Services, LLC | 671 | $98.6K | 0.03% | +671 | New |
| Citadel Advisors LLC | 715 | $105.1K | 0.00% | −155,047−99.5% | Reduced |
| Parallel Advisors, LLC | 733 | $107.8K | 0.00% | −11−1.5% | Reduced |
| Hilltop National Bank | 759 | $111.6K | 0.04% | +759 | New |
| Farther Finance Advisors, LLC | 786 | $115.4K | 0.01% | −22−2.7% | Reduced |
| Beacon Capital Management, LLC | 828 | $121.7K | 0.02% | +339+69.3% | Added |
| Signaturefd, LLC | 844 | $124.1K | 0.00% | −14−1.6% | Reduced |
| SRS Capital Advisors, Inc. | 884 | $129.9K | 0.01% | +861+3,743.5% | Added |
| FNY Investment Advisers, LLC | 900 | $132.0K | 0.09% | +900 | New |
| Ci Investments Inc. | 907 | $133.0K | 0.00% | +324+55.6% | Added |
| CVA Family Office, LLC | 927 | $136.3K | 0.02% | +3+0.3% | Added |
| Bellevue Asset Management, LLC | 939 | $138.0K | 0.08% | +1+0.1% | Added |
| TCTC Holdings, LLC | 954 | $140.2K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 961 | $141.3K | 0.00% | −57−5.6% | Reduced |
| GAMMA Investing LLC | 1,051 | $154.5K | 0.03% | +256+32.2% | Added |
| Sentry Investment Management LLC | 1,091 | $160.0K | 0.06% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,164 | $171.1K | 0.01% | −30−2.5% | Reduced |
| SYSTM Wealth Solutions LLC | 1,171 | $172.1K | 0.02% | +289+32.8% | Added |
| Plato Investment Management Ltd | 1,182 | $173.8K | 0.02% | +620+110.3% | Added |
| Aptus Capital Advisors, LLC | 1,386 | $203.7K | 0.00% | +120+9.5% | Added |
| Marco Investment Management LLC | 1,390 | $204.3K | 0.02% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 1,401 | $205.9K | 0.01% | +40+2.9% | Added |
| Lake Hills Wealth Management, LLC | 1,405 | $206.5K | 0.19% | +1,405 | New |
| Dorsey & Whitney Trust CO LLC | 1,407 | $206.8K | 0.01% | +63+4.7% | Added |
| First Western Trust Bank | 1,410 | $207.3K | 0.01% | −16−1.1% | Reduced |
| Lincoln National Corp | 1,420 | $208.7K | 0.00% | −40−2.7% | Reduced |
| NorthRock Partners, LLC | 1,412 | $209.8K | 0.01% | +134+10.5% | Added |
| Bartlett & Co. Wealth Management LLC | 1,476 | $217.0K | 0.00% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,481 | $217.7K | 0.02% | −210−12.4% | Reduced |
| Ramirez Asset Management, Inc. | 1,483 | $218.0K | 0.04% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 1,492 | $219.3K | 0.01% | −3−0.2% | Reduced |
| HB Wealth Management, LLC | 1,537 | $225.9K | 0.00% | +188+13.9% | Added |
| Sheets Smith Wealth Management | 1,541 | $226.5K | 0.03% | −68−4.2% | Reduced |
| Tobam | 1,541 | $227.0K | 0.02% | −5−0.3% | Reduced |
| Blueshift Asset Management, LLC | 1,546 | $227.3K | 0.12% | +1,546 | New |
| LVZ Advisors, Inc. | 1,555 | $228.6K | 0.03% | +1,555 | New |
| Lazard Asset Management LLC | 1,584 | $232.0K | 0.00% | −22−1.4% | Reduced |
| QRG Capital Management, Inc. | 1,588 | $233.4K | 0.00% | +78+5.2% | Added |
| Federated Hermes, Inc. | 1,589 | $233.6K | 0.00% | −827−34.2% | Reduced |
| American Assets Investment Management, LLC | 1,610 | $236.7K | 0.02% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 1,610 | $236.7K | 0.19% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 1,618 | $237.8K | 0.00% | −512−24.0% | Reduced |
| Benjamin Edwards Inc | 1,620 | $238.0K | 0.05% | +718+79.6% | Added |
| Renaissance Group LLC | 1,629 | $239.5K | 0.01% | +313+23.8% | Added |
| Simplicity Wealth,LLC | 1,635 | $240.4K | 0.01% | +1,635 | New |
| Wolverine Trading, LLC | 1,642 | $241.4K | 0.00% | −305−15.7% | Reduced |
| Farmers & Merchants Investments Inc | 1,642 | $241.4K | 0.01% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 1,652 | $242.9K | 0.01% | +157+10.5% | Added |
| Teamwork Financial Advisors, LLC | 1,653 | $243.0K | 0.04% | −43−2.5% | Reduced |
| Whittier Trust Co | 1,656 | $243.4K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 1,667 | $245.0K | 0.00% | −1−0.1% | Reduced |
| Independent Financial Group, LLC | 1,668 | $245.2K | 0.01% | +32+2.0% | Added |
| Avantax Planning Partners, Inc. | 1,672 | $245.8K | 0.01% | +1,672 | New |
| Parsons Capital Management Inc | 1,677 | $246.5K | 0.02% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 1,680 | $247.0K | 0.10% | +26+1.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 1,686 | $247.8K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 1,687 | $248.0K | 0.00% | −35,800−95.5% | Reduced |
| Fulton Bank, N.A. | 1,699 | $249.8K | 0.01% | −6−0.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,690 | $250.3K | 0.00% | +1,441+578.7% | Added |
| Huntington National Bank | 1,712 | $251.7K | 0.00% | +156+10.0% | Added |
| Curtis Advisory Group, LLC | 1,721 | $253.0K | 0.10% | −125−6.8% | Reduced |