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 |
|---|---|---|---|---|---|
| Winmill & Co. Inc | 10,027 | $1.47M | 0.42% | 00.0% | Unchanged |
| Strategic Investment Advisors | 10,018 | $1.47M | 0.19% | +6,329+171.6% | Added |
| Lockheed Martin Investment Management Co | 9,727 | $1.46M | 0.11% | −2,800−22.4% | Reduced |
| UMA Financial Services, Inc. | 10,766 | $1.46M | 0.31% | +41+0.4% | Added |
| Symphony Financial, Ltd. Co. | 9,858 | $1.45M | 0.34% | +412+4.4% | Added |
| Fifth Third Bancorp | 9,813 | $1.44M | 0.01% | +388+4.1% | Added |
| Allianz SE | 9,610 | $1.41M | 0.04% | +9,610 | New |
| King Luther Capital Management Corp | 9,455 | $1.39M | 0.01% | −200−2.1% | Reduced |
| Stock Yards Bank & Trust Co | 9,193 | $1.35M | 0.04% | −624−6.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 9,000 | $1.32M | 0.00% | −31,054−77.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 8,921 | $1.31M | 0.00% | +835+10.3% | Added |
| Taylor Frigon Capital Management LLC | 8,918 | $1.31M | 0.62% | +56+0.6% | Added |
| United Capital Financial Advisers, LLC | 8,911 | $1.31M | 0.01% | −165−1.8% | Reduced |
| Virtu Financial LLC | 8,878 | $1.30M | 0.10% | +8,878 | New |
| Oppenheimer Asset Management Inc. | 8,869 | $1.30M | 0.02% | −285−3.1% | Reduced |
| Capital Management Corp | 8,850 | $1.30M | 0.25% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 8,636 | $1.27M | 0.01% | −4,214−32.8% | Reduced |
| Cascade Investment Group, Inc. | 8,501 | $1.25M | 0.94% | −874−9.3% | Reduced |
| E. Ohman J:or Asset Management AB | 8,500 | $1.25M | 0.03% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 8,500 | $1.25M | 0.02% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 8,384 | $1.23M | 0.05% | −200−2.3% | Reduced |
| Kestra Private Wealth Services, LLC | 8,246 | $1.21M | 0.03% | +6,391+344.5% | Added |
| Atria Investments LLC | 8,081 | $1.19M | 0.02% | +818+11.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 8,040 | $1.18M | 0.02% | +2,497+45.0% | Added |
| Aviva PLC | 7,958 | $1.17M | 0.00% | +26+0.3% | Added |
| Ostrum Asset Management | 7,873 | $1.16M | 0.09% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 7,815 | $1.15M | 0.05% | −211−2.6% | Reduced |
| Tower Research Capital LLC (TRC) | 7,793 | $1.15M | 0.03% | −18,739−70.6% | Reduced |
| Vident Advisory, LLC | 7,722 | $1.14M | 0.02% | −725−8.6% | Reduced |
| MML Investors Services, LLC | 7,704 | $1.13M | 0.00% | +33+0.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 7,636 | $1.12M | 0.00% | +583+8.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,602 | $1.12M | 0.01% | +566+8.0% | Added |
| Capital Square, LLC | 7,521 | $1.11M | 0.78% | +251+3.5% | Added |
| Dana Investment Advisors, Inc. | 7,417 | $1.09M | 0.04% | +155+2.1% | Added |
| Whalerock Point Partners, LLC | 7,394 | $1.09M | 0.30% | 00.0% | Unchanged |
| Ossiam | 7,369 | $1.08M | 0.02% | −3,533−32.4% | Reduced |
| Gallacher Capital Management LLC | 7,347 | $1.08M | 0.55% | +63+0.9% | Added |
| Wedbush Securities Inc | 7,318 | $1.08M | 0.04% | −102−1.4% | Reduced |
| Entropy Technologies, LP | 7,271 | $1.07M | 0.11% | +7,271 | New |
| Atria Wealth Solutions, Inc. | 7,043 | $1.04M | 0.01% | −732−9.4% | Reduced |
| McDonough Capital Management, Inc | 7,026 | $1.03M | 0.82% | +401+6.1% | Added |
| O'Shaughnessy Asset Management, LLC | 7,004 | $1.03M | 0.01% | +1,875+36.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,972 | $1.02M | 0.07% | −555−7.4% | Reduced |
| J. W. Coons Advisors, LLC | 6,796 | $999.0K | 0.23% | −264−3.7% | Reduced |
| Acas, LLC | 6,785 | $997.4K | 0.96% | −123−1.8% | Reduced |
| Brasada Capital Management, LP | 6,765 | $994.5K | 0.18% | −631−8.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,705 | $985.6K | 0.03% | +17+0.3% | Added |
| Ofi Invest Asset Management | 7,228 | $983.8K | 0.03% | −882−10.9% | Reduced |
| EP Wealth Advisors, LLC | 6,638 | $975.8K | 0.01% | +25+0.4% | Added |
| Venturi Wealth Management, LLC | 6,577 | $966.8K | 0.06% | +1,024+18.4% | Added |
| Natixis Investment Managers International | 6,550 | $962.9K | 0.07% | −6,630−50.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,486 | $953.5K | 0.01% | −12−0.2% | Reduced |
| GeoWealth Management, LLC | 6,439 | $946.5K | 0.04% | +6,439 | New |
| Adams Wealth Management | 6,382 | $938.2K | 0.23% | −122−1.9% | Reduced |
| Marshall Financial Group LLC | 6,361 | $935.1K | 0.27% | +575+9.9% | Added |
| Virtus ETF Advisers LLC | 6,318 | $928.7K | 0.49% | +4,665+282.2% | Added |
| Diversify Advisory Services, LLC | 6,283 | $922.0K | 0.05% | +6,283 | New |
| Sound View Wealth Advisors Group, LLC | 6,259 | $920.0K | 0.10% | −499−7.4% | Reduced |
| Cypress Capital Group | 6,222 | $914.6K | 0.11% | +3,863+163.8% | Added |
| Arkadios Wealth Advisors | 6,162 | $905.8K | 0.07% | −460−6.9% | Reduced |
| Connectus Wealth, LLC | 6,115 | $898.9K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 6,109 | $898.0K | 0.27% | −200−3.2% | Reduced |
| 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 |
| TownSquare Capital, LLC | 5,882 | $864.7K | 0.01% | +43+0.7% | Added |
| Tokio Marine Asset Management Co Ltd | 5,881 | $864.5K | 0.04% | +831+16.5% | Added |
| Hummer Financial Advisory Services Inc | 5,850 | $860.0K | 0.71% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 5,730 | $842.3K | 0.00% | +6+0.1% | Added |
| Rakuten Investment Management, Inc. | 5,681 | $835.1K | 0.01% | +5,158+986.2% | Added |
| Harbor Capital Advisors, Inc. | 5,423 | $797.0K | 0.10% | +5,423 | New |
| Intech Investment Management LLC | 5,405 | $794.5K | 0.01% | +3,141+138.7% | Added |
| Brevan Howard Capital Management LP | 5,379 | $790.7K | 0.07% | −3,330−38.2% | Reduced |
| Teacher Retirement System of Texas | 5,372 | $790.0K | 0.01% | −32,976−86.0% | Reduced |
| Kestra Advisory Services, LLC | 5,333 | $784.0K | 0.01% | +4,061+319.3% | Added |
| Twin Capital Management Inc | 5,327 | $783.1K | 0.10% | +5,327 | New |
| HRT Financial LP | 5,321 | $782.0K | 0.00% | −8,781−62.3% | Reduced |
| LJI Wealth Management, LLC | 5,230 | $768.8K | 0.20% | −100−1.9% | Reduced |
| Washington Trust Co | 5,225 | $768.1K | 0.03% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 5,171 | $760.1K | 0.00% | +182+3.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,060 | $743.8K | 0.03% | +470+10.2% | Added |
| NEOS Investment Management LLC | 4,825 | $709.3K | 0.04% | +1,831+61.2% | Added |
| Ignite Planners, LLC | 4,786 | $702.3K | 0.20% | +4,786 | New |
| Raymond James Trust N.A. | 4,522 | $664.7K | 0.02% | +1,429+46.2% | Added |
| Regions Financial Corp | 4,438 | $652.4K | 0.00% | +500+12.7% | Added |
| Penobscot Investment Management Company, Inc. | 4,435 | $651.9K | 0.07% | −1,972−30.8% | Reduced |
| Apollon Wealth Management, LLC | 4,424 | $650.3K | 0.02% | −5,150−53.8% | Reduced |
| Brown Advisory Inc | 4,382 | $644.2K | 0.00% | +46+1.1% | Added |
| Money Concepts Capital Corp | 4,358 | $640.6K | 0.06% | +146+3.5% | Added |
| McKinley Carter Wealth Services, Inc. | 4,321 | $635.2K | 0.04% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 4,173 | $613.4K | 0.25% | +195+4.9% | Added |
| Mather Group, LLC. | 3,817 | $612.0K | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 4,115 | $605.0K | 0.01% | −34−0.8% | Reduced |
| Tempus Wealth Planning, LLC | 4,078 | $599.5K | 0.26% | +4,078 | New |
| Baird Financial Group, Inc. | 3,950 | $580.6K | 0.00% | −1,590−28.7% | Reduced |
| Visionary Horizons, LLC | 4,095 | $576.1K | 0.45% | −90−2.2% | Reduced |
| Enterprise Bank & Trust Co | 3,910 | $574.8K | 0.20% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 3,904 | $573.9K | 0.01% | +2,939+304.6% | Added |
| Degroof Petercam Asset Management | 3,900 | $573.3K | 0.01% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 3,821 | $561.7K | 0.16% | −1,412−27.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 3,793 | $557.6K | 0.03% | −178−4.5% | Reduced |