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 |
|---|---|---|---|---|---|
| Veriti Management LLC | 3,640 | $535.1K | 0.04% | +1,023+39.1% | Added |
| Park Avenue Securities LLC | 3,694 | $543.0K | 0.01% | −33−0.9% | Reduced |
| Buckley Wealth Management, LLC | 3,751 | $551.4K | 0.18% | +52+1.4% | Added |
| Center For Asset Management LLC | 3,754 | $551.8K | 0.45% | +2,309+159.8% | Added |
| Intrua Financial, LLC | 3,765 | $553.5K | 0.09% | +3,765 | New |
| CWA Asset Management Group, LLC | 3,769 | $554.0K | 0.03% | +39+1.0% | Added |
| Loudon Investment Management, LLC | 3,790 | $557.1K | 0.32% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 3,793 | $557.6K | 0.03% | −178−4.5% | Reduced |
| Platte River Wealth Advisors, LLC | 3,821 | $561.7K | 0.16% | −1,412−27.0% | Reduced |
| Degroof Petercam Asset Management | 3,900 | $573.3K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 3,904 | $573.9K | 0.01% | +2,939+304.6% | Added |
| Enterprise Bank & Trust Co | 3,910 | $574.8K | 0.20% | 00.0% | Unchanged |
| Visionary Horizons, LLC | 4,095 | $576.1K | 0.45% | −90−2.2% | Reduced |
| Baird Financial Group, Inc. | 3,950 | $580.6K | 0.00% | −1,590−28.7% | Reduced |
| Tempus Wealth Planning, LLC | 4,078 | $599.5K | 0.26% | +4,078 | New |
| Lido Advisors, LLC | 4,115 | $605.0K | 0.01% | −34−0.8% | Reduced |
| Mather Group, LLC. | 3,817 | $612.0K | 0.01% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 4,173 | $613.4K | 0.25% | +195+4.9% | Added |
| McKinley Carter Wealth Services, Inc. | 4,321 | $635.2K | 0.04% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 4,358 | $640.6K | 0.06% | +146+3.5% | Added |
| Brown Advisory Inc | 4,382 | $644.2K | 0.00% | +46+1.1% | Added |
| Apollon Wealth Management, LLC | 4,424 | $650.3K | 0.02% | −5,150−53.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,435 | $651.9K | 0.07% | −1,972−30.8% | Reduced |
| Regions Financial Corp | 4,438 | $652.4K | 0.00% | +500+12.7% | Added |
| Raymond James Trust N.A. | 4,522 | $664.7K | 0.02% | +1,429+46.2% | Added |
| Ignite Planners, LLC | 4,786 | $702.3K | 0.20% | +4,786 | New |
| NEOS Investment Management LLC | 4,825 | $709.3K | 0.04% | +1,831+61.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,060 | $743.8K | 0.03% | +470+10.2% | Added |
| Glenmede Trust Co NA | 5,171 | $760.1K | 0.00% | +182+3.6% | Added |
| Washington Trust Co | 5,225 | $768.1K | 0.03% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 5,230 | $768.8K | 0.20% | −100−1.9% | Reduced |
| HRT Financial LP | 5,321 | $782.0K | 0.00% | −8,781−62.3% | Reduced |
| Twin Capital Management Inc | 5,327 | $783.1K | 0.10% | +5,327 | New |
| Kestra Advisory Services, LLC | 5,333 | $784.0K | 0.01% | +4,061+319.3% | Added |
| Teacher Retirement System of Texas | 5,372 | $790.0K | 0.01% | −32,976−86.0% | Reduced |
| Brevan Howard Capital Management LP | 5,379 | $790.7K | 0.07% | −3,330−38.2% | Reduced |
| Intech Investment Management LLC | 5,405 | $794.5K | 0.01% | +3,141+138.7% | Added |
| Harbor Capital Advisors, Inc. | 5,423 | $797.0K | 0.10% | +5,423 | New |
| Rakuten Investment Management, Inc. | 5,681 | $835.1K | 0.01% | +5,158+986.2% | Added |
| Squarepoint Ops LLC | 5,730 | $842.3K | 0.00% | +6+0.1% | Added |
| Hummer Financial Advisory Services Inc | 5,850 | $860.0K | 0.71% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 5,881 | $864.5K | 0.04% | +831+16.5% | Added |
| TownSquare Capital, LLC | 5,882 | $864.7K | 0.01% | +43+0.7% | Added |
| Brinker Capital Investments, LLC | 5,902 | $867.7K | 0.01% | −1,344−18.5% | Reduced |
| Orion Portfolio Solutions, LLC | 5,902 | $867.7K | 0.01% | −1,344−18.5% | Reduced |
| Archer Investment Corp | 6,109 | $898.0K | 0.27% | −200−3.2% | Reduced |
| Connectus Wealth, LLC | 6,115 | $898.9K | 0.02% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 6,162 | $905.8K | 0.07% | −460−6.9% | Reduced |
| Cypress Capital Group | 6,222 | $914.6K | 0.11% | +3,863+163.8% | Added |
| Sound View Wealth Advisors Group, LLC | 6,259 | $920.0K | 0.10% | −499−7.4% | Reduced |
| Diversify Advisory Services, LLC | 6,283 | $922.0K | 0.05% | +6,283 | New |
| Virtus ETF Advisers LLC | 6,318 | $928.7K | 0.49% | +4,665+282.2% | Added |
| Marshall Financial Group LLC | 6,361 | $935.1K | 0.27% | +575+9.9% | Added |
| Adams Wealth Management | 6,382 | $938.2K | 0.23% | −122−1.9% | Reduced |
| GeoWealth Management, LLC | 6,439 | $946.5K | 0.04% | +6,439 | New |
| Steward Partners Investment Advisory, LLC | 6,486 | $953.5K | 0.01% | −12−0.2% | Reduced |
| Natixis Investment Managers International | 6,550 | $962.9K | 0.07% | −6,630−50.3% | Reduced |
| Venturi Wealth Management, LLC | 6,577 | $966.8K | 0.06% | +1,024+18.4% | Added |
| EP Wealth Advisors, LLC | 6,638 | $975.8K | 0.01% | +25+0.4% | Added |
| Ofi Invest Asset Management | 7,228 | $983.8K | 0.03% | −882−10.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,705 | $985.6K | 0.03% | +17+0.3% | Added |
| Brasada Capital Management, LP | 6,765 | $994.5K | 0.18% | −631−8.5% | Reduced |
| Acas, LLC | 6,785 | $997.4K | 0.96% | −123−1.8% | Reduced |
| J. W. Coons Advisors, LLC | 6,796 | $999.0K | 0.23% | −264−3.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,972 | $1.02M | 0.07% | −555−7.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,004 | $1.03M | 0.01% | +1,875+36.6% | Added |
| McDonough Capital Management, Inc | 7,026 | $1.03M | 0.82% | +401+6.1% | Added |
| Atria Wealth Solutions, Inc. | 7,043 | $1.04M | 0.01% | −732−9.4% | Reduced |
| Entropy Technologies, LP | 7,271 | $1.07M | 0.11% | +7,271 | New |
| Wedbush Securities Inc | 7,318 | $1.08M | 0.04% | −102−1.4% | Reduced |
| Gallacher Capital Management LLC | 7,347 | $1.08M | 0.55% | +63+0.9% | Added |
| Ossiam | 7,369 | $1.08M | 0.02% | −3,533−32.4% | Reduced |
| Whalerock Point Partners, LLC | 7,394 | $1.09M | 0.30% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 7,417 | $1.09M | 0.04% | +155+2.1% | Added |
| Capital Square, LLC | 7,521 | $1.11M | 0.78% | +251+3.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,602 | $1.12M | 0.01% | +566+8.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 7,636 | $1.12M | 0.00% | +583+8.3% | Added |
| MML Investors Services, LLC | 7,704 | $1.13M | 0.00% | +33+0.4% | Added |
| Vident Advisory, LLC | 7,722 | $1.14M | 0.02% | −725−8.6% | Reduced |
| Tower Research Capital LLC (TRC) | 7,793 | $1.15M | 0.03% | −18,739−70.6% | Reduced |
| Pallas Capital Advisors LLC | 7,815 | $1.15M | 0.05% | −211−2.6% | Reduced |
| Ostrum Asset Management | 7,873 | $1.16M | 0.09% | 00.0% | Unchanged |
| Aviva PLC | 7,958 | $1.17M | 0.00% | +26+0.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 8,040 | $1.18M | 0.02% | +2,497+45.0% | Added |
| Atria Investments LLC | 8,081 | $1.19M | 0.02% | +818+11.3% | Added |
| Kestra Private Wealth Services, LLC | 8,246 | $1.21M | 0.03% | +6,391+344.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 8,384 | $1.23M | 0.05% | −200−2.3% | Reduced |
| Erste Asset Management GmbH | 8,500 | $1.25M | 0.02% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 8,500 | $1.25M | 0.03% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 8,501 | $1.25M | 0.94% | −874−9.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 8,636 | $1.27M | 0.01% | −4,214−32.8% | Reduced |
| Capital Management Corp | 8,850 | $1.30M | 0.25% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 8,869 | $1.30M | 0.02% | −285−3.1% | Reduced |
| Virtu Financial LLC | 8,878 | $1.30M | 0.10% | +8,878 | New |
| United Capital Financial Advisers, LLC | 8,911 | $1.31M | 0.01% | −165−1.8% | Reduced |
| Taylor Frigon Capital Management LLC | 8,918 | $1.31M | 0.62% | +56+0.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,921 | $1.31M | 0.00% | +835+10.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 9,000 | $1.32M | 0.00% | −31,054−77.5% | Reduced |
| Stock Yards Bank & Trust Co | 9,193 | $1.35M | 0.04% | −624−6.4% | Reduced |
| King Luther Capital Management Corp | 9,455 | $1.39M | 0.01% | −200−2.1% | Reduced |