Skip to main content

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.

Institutional holdersQ1 2024: 707 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 heldQ1 2024: $30.5B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Extra Space Storage Inc.; share changes are against Q4 2023.

Institutions holding EXR in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Logan Capital Management Inc1,730$254.3K0.01%00.0%Unchanged
Farmers & Merchants Trust Co of Long Beach1,745$256.5K0.06%00.0%Unchanged
Beaton Management Co. Inc.1,750$257.0K0.14%00.0%Unchanged
Fishman Jay A Ltd1,750$257.3K0.03%00.0%Unchanged
Los Angeles Capital Management LLC1,761$258.9K0.00%−16,269−90.2%Reduced
Buckingham Strategic Wealth, LLC1,772$260.5K0.00%−170−8.8%Reduced
Greenleaf Trust1,806$265.5K0.00%−29−1.6%Reduced
Bailard, Inc.1,813$266.5K0.01%−750−29.3%Reduced
Wilbanks Smith & Thomas Asset Management LLC1,834$269.6K0.01%+5+0.3%Added
Naples Global Advisors, LLC1,840$270.5K0.03%−44−2.3%Reduced
Spire Wealth Management1,840$270.5K0.01%+126+7.4%Added
CIBC Private Wealth Group, LLC1,844$270.6K0.00%+137+8.0%Added
Sigma Planning Corp1,846$271.4K0.01%+1,846New
Tyche Wealth Partners LLC1,858$273.1K0.07%00.0%Unchanged
Stephens Inc1,901$279.5K0.00%+10+0.5%Added
Bank Julius Baer & Co. Ltd, Zurich1,906$279.9K0.00%+65+3.5%Added
CM Wealth Advisors LLC1,959$280.7K0.08%+1,959New
Bryant Woods Investment Advisors, LLC1,936$284.6K0.17%−1,972−50.5%Reduced
Greenfield Seitz Capital Management, LLC1,942$285.5K0.11%00.0%Unchanged
CAPROCK Group, Inc.1,967$289.2K0.02%+1,967New
Northwestern Mutual Wealth Management Co1,988$292.2K0.00%−62−3.0%Reduced
V-Square Quantitative Management LLC1,998$293.7K0.05%00.0%Unchanged
Credit Capital Investments LLC2,000$294.0K0.36%+2,000New
Cetera Trust Company, N.A2,021$297.1K0.18%+305+17.8%Added
Clifford Swan Investment Counsel LLC2,027$298.0K0.01%00.0%Unchanged
Sequoia Financial Advisors, LLC2,028$298.1K0.00%−1,066−34.5%Reduced
Main Street Financial Solutions, LLC2,057$302.4K0.03%+12+0.6%Added
Fiduciary Group LLC2,059$302.7K0.03%00.0%Unchanged
Clarius Group, LLC2,083$306.2K0.02%−279−11.8%Reduced
Eqis Capital Management, Inc.2,095$308.0K0.02%+2,095New
LVW Advisors, LLC2,119$311.5K0.05%+412+24.1%Added
IFP Advisors, Inc2,176$319.9K0.01%+2,098+2,689.7%Added
Householder Group Estate & Retirement Specialist, LLC2,202$323.7K0.10%−259−10.5%Reduced
Cigna Investments Inc2,222$326.0K0.06%−32−1.4%Reduced
Capital International Sarl2,227$327.4K0.01%+2,227New
Stratos Wealth Partners, LTD.2,228$327.5K0.01%−256−10.3%Reduced
Cynosure Management, LLC2,235$328.5K0.06%+2,235New
Two Sigma Investments, LP2,247$330.3K0.00%+2,247New
Legacy Wealth Asset Management, LLC2,250$330.8K0.09%+70+3.2%Added
Siemens Fonds Invest GmbH2,252$331.0K0.03%−98−4.2%Reduced
Leavell Investment Management, Inc.2,256$332.0K0.02%00.0%Unchanged
Financial Advocates Investment Management2,289$336.5K0.02%+412+21.9%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,295$337.4K0.01%00.0%Unchanged
Geneos Wealth Management Inc.2,300$338.1K0.02%00.0%Unchanged
Choate Investment Advisors2,307$339.1K0.01%+2,307New
Level Four Advisory Services, LLC2,125$340.7K0.02%00.0%Unchanged
Glenview Trust Co2,340$344.0K0.01%00.0%Unchanged
Prudential PLC2,348$345.2K0.00%−4,873−67.5%Reduced
Ameritas Investment Partners, Inc.2,348$345.2K0.01%00.0%Unchanged
Reynders McVeigh Capital Management, LLC2,347$346.0K0.02%00.0%Unchanged
American Investment Services, Inc.2,359$346.8K0.06%00.0%Unchanged
Canandaigua National Bank & Trust Co2,370$348.4K0.05%−12−0.5%Reduced
Gsa Capital Partners LLP2,391$351.0K0.03%−18,219−88.4%Reduced
Delta Capital Management LLC2,385$351.0K0.23%00.0%Unchanged
Commerzbank Aktiengesellschaft2,416$356.0K0.01%+2,416New
GTS Securities LLC2,424$356.3K0.01%−3,100−56.1%Reduced
Walleye Trading LLC2,427$356.8K0.01%−13,191−84.5%Reduced
Lecap Asset Management Ltd2,445$359.4K0.07%+2,445New
Principal Securities, Inc.2,530$371.9K0.01%+233+10.1%Added
Man Group plc2,573$378.2K0.00%−28,261−91.7%Reduced
Sandhill Capital Partners LLC2,588$380.4K0.03%−212−7.6%Reduced
Prestige Wealth Management Group LLC2,621$385.3K0.08%+2,524+2,602.1%Added
Benjamin F. Edwards & Company, Inc.2,636$387.0K0.01%+64+2.5%Added
GWM Advisors LLC2,649$389.4K0.00%−14−0.5%Reduced
Horst & Graben Wealth Management LLC2,681$394.1K0.08%00.0%Unchanged
Merit Financial Group, LLC2,885$409.3K0.01%+2,885New
Allworth Financial LP2,796$411.0K0.00%+1,476+111.8%Added
Terry L. Blaker2,818$414.2K0.03%00.0%Unchanged
Trust Co of Toledo NA2,830$416.0K0.07%−30−1.0%Reduced
First Citizens Bank & Trust Co2,838$417.2K0.01%−228−7.4%Reduced
Snowden Capital Advisors LLC2,853$419.4K0.01%+83+3.0%Added
Bessemer Group Inc2,858$420.0K0.00%−5,008−63.7%Reduced
Hudson Valley Investment Advisors Inc2,864$421.0K0.05%00.0%Unchanged
Horizon Investments, LLC2,943$432.6K0.01%−92−3.0%Reduced
First Financial Bankshares Inc2,953$434.1K0.01%00.0%Unchanged
Assenagon Asset Management S.A.2,965$435.9K0.00%+134+4.7%Added
Ieq Capital, LLC2,981$438.2K0.01%+291+10.8%Added
SMART Wealth LLC3,036$446.3K0.20%+3,036New
CoreCap Advisors, LLC3,045$447.6K0.02%+212+7.5%Added
Coldstream Capital Management Inc3,079$452.6K0.01%+84+2.8%Added
Shell Asset Management Co2,931$456.0K0.02%−298−9.2%Reduced
Auxano Advisors, LLC3,124$459.2K0.13%+225+7.8%Added
Equitable Holdings, Inc.3,143$462.0K0.01%−1,493−32.2%Reduced
Everence Capital Management Inc3,150$463.0K0.03%00.0%Unchanged
Foster & Motley Inc3,166$465.0K0.03%−1,184−27.2%Reduced
Profund Advisors LLC3,186$468.3K0.02%−579−15.4%Reduced
Empowered Funds, LLC3,192$469.2K0.01%+651+25.6%Added
NewEdge Wealth, LLC3,424$478.7K0.01%−231−6.3%Reduced
Alberta Investment Management Corp3,300$485.1K0.00%−4,950−60.0%Reduced
Mercer Global Advisors Inc3,329$489.0K0.00%−50−1.5%Reduced
Hoylecohen, LLC3,340$491.0K0.04%−207−5.8%Reduced
Investment Management Corp of Ontario3,364$494.5K0.01%−1,600−32.2%Reduced
Checchi Capital Advisers, LLC3,416$502.2K0.04%+177+5.5%Added
Gryphon Financial Partners LLC3,423$503.2K0.08%+3,423New
Vestmark Advisory Solutions, Inc.3,470$510.1K0.02%−177−4.9%Reduced
Jump Financial, LLC3,547$521.4K0.01%+3,547New
Douglass Winthrop Advisors, LLC3,550$521.9K0.01%00.0%Unchanged
CWM, LLC3,560$523.0K0.00%+407+12.9%Added
Navellier & Associates Inc3,603$529.7K0.07%−259−6.7%Reduced
Values First Advisors, Inc.3,607$530.2K0.31%−33−0.9%Reduced