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 |
|---|---|---|---|---|---|
| Anchor Investment Management, LLC | 170 | $25.0K | 0.00% | −50−22.7% | Reduced |
| Smartleaf Asset Management LLC | 164 | $24.2K | 0.00% | +152+1,266.7% | Added |
| Creekmur Asset Management LLC | 164 | $24.1K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 159 | $23.5K | 0.00% | −58−26.7% | Reduced |
| Financial Management Professionals, Inc. | 157 | $23.0K | 0.00% | +1+0.6% | Added |
| HM Payson & Co | 150 | $22.1K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 142 | $20.9K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 140 | $20.6K | 0.01% | +140 | New |
| Bank of New Hampshire | 138 | $20.3K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 132 | $19.4K | 0.01% | +132 | New |
| Zions Bancorporation, N.A. | 130 | $19.1K | 0.00% | −3−2.3% | Reduced |
| FinTrust Capital Advisors, LLC | 125 | $18.4K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 123 | $18.1K | 0.00% | +3+2.5% | Added |
| Sunbelt Securities, Inc. | 114 | $16.8K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 110 | $16.3K | 0.03% | +1+0.9% | Added |
| Jones Financial Companies LLLP | 104 | $15.3K | 0.00% | +104 | New |
| Carolinas Wealth Consulting LLC | 102 | $15.1K | 0.00% | +26+34.2% | Added |
| Dynamic Wealth Strategies, LLC | 99 | $15.0K | 0.01% | −34−25.6% | Reduced |
| Heritage Wealth Advisors | 100 | $14.7K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 100 | $14.7K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 100 | $14.7K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 100 | $14.7K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 100 | $14.7K | 0.00% | +100 | New |
| LGT Financial Advisors LLC | 99 | $14.6K | 0.02% | 00.0% | Unchanged |
| Optiver Holding B.V. | 95 | $14.0K | 0.00% | +95 | New |
| GW&K Investment Management, LLC | 90 | $13.0K | 0.00% | +20+28.6% | Added |
| Private Wealth Management Group, LLC | 85 | $12.5K | 0.01% | +25+41.7% | Added |
| HHM Wealth Advisors, LLC | 83 | $12.2K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 75 | $11.0K | 0.00% | −370−83.1% | Reduced |
| TSFG, LLC | 75 | $11.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 80 | $11.0K | 0.00% | +8+11.1% | Added |
| Thompson Investment Management, Inc. | 74 | $10.9K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 72 | $10.6K | 0.00% | +14+24.1% | Added |
| ZRC Wealth Management, LLC | 65 | $9.55K | 0.00% | −63−49.2% | Reduced |
| LRI Investments, LLC | 64 | $9.41K | 0.00% | +64 | New |
| Naples Money Management LLC | 62 | $9.18K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 62 | $9.11K | 0.00% | +48+342.9% | Added |
| RE Dickinson Investment Advisors, LLC | 64 | $9.00K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 66 | $9.00K | 0.00% | +66 | New |
| Fortitude Family Office, LLC | 60 | $8.82K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 59 | $8.67K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 57 | $8.36K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 55 | $8.09K | 0.00% | −83−60.1% | Reduced |
| Gould Capital, LLC | 55 | $8.09K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 55 | $8.00K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 53 | $7.79K | 0.00% | +4+8.2% | Added |
| Northwest Investment Counselors, LLC | 53 | $7.79K | 0.00% | +53 | New |
| Plante Moran Financial Advisors, LLC | 51 | $7.50K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 51 | $7.49K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 50 | $7.35K | 0.01% | – | – |
| FSA Wealth Management LLC | 49 | $7.24K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 44 | $6.47K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 41 | $6.03K | 0.00% | −995−96.0% | Reduced |
| Salomon & Ludwin, LLC | 41 | $6.03K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 39 | $5.73K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 37 | $5.44K | 0.00% | −127−77.4% | Reduced |
| Frazier Financial Advisors, LLC | 36 | $5.29K | 0.00% | +36 | New |
| Jamison Private Wealth Management, Inc. | 35 | $5.14K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 35 | $5.14K | 0.00% | +35 | New |
| TD Waterhouse Canada Inc. | 26 | $4.82K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 32 | $4.71K | 0.00% | +3+10.3% | Added |
| Cullen/Frost Bankers, Inc. | 30 | $4.41K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 30 | $4.41K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 30 | $4.40K | 0.00% | +6+25.0% | Added |
| Key Financial Inc | 29 | $4.26K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 27 | $3.99K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 27 | $3.97K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 25 | $3.67K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 24 | $3.53K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 18 | $3.00K | 0.00% | +4+28.6% | Added |
| Harbor Investment Advisory, LLC | 19 | $2.79K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 19 | $2.79K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $2.65K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 17 | $2.50K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 17 | $2.50K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 14 | $2.25K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 15 | $2.21K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 14 | $2.06K | 0.00% | 00.0% | Unchanged |
| Paloma Partners Management Co | 14 | $2.06K | 0.00% | +14 | New |
| Hollencrest Capital Management | 13 | $1.91K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 12 | $1.76K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 12 | $1.76K | 0.00% | +1+9.1% | Added |
| MCF Advisors LLC | 12 | $1.76K | 0.00% | +2+20.0% | Added |
| AdvisorNet Financial, Inc | 12 | $1.76K | 0.00% | +3+33.3% | Added |
| Impact Partnership Wealth, LLC | 11 | $1.62K | 0.00% | −52−82.5% | Reduced |
| Dunhill Financial, LLC | 11 | $1.61K | 0.00% | +2+22.2% | Added |
| Whittier Trust Co of Nevada Inc | 10 | $1.47K | 0.00% | −229−95.8% | Reduced |
| Sound Income Strategies, LLC | 10 | $1.47K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 9 | $1.32K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 8 | $1.18K | 0.00% | −10−55.6% | Reduced |
| Tidemark, LLC | 8 | $1.18K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 8 | $1.18K | 0.00% | +8 | New |
| Aspect Partners, LLC | 7 | $1.03K | 0.00% | +2+40.0% | Added |
| Asset Dedication, LLC | 4 | $1.00K | 0.00% | −34−89.5% | Reduced |
| Cornerstone Planning Group LLC | 7 | $994 | 0.00% | +5+250.0% | Added |
| North Star Investment Management Corp. | 6 | $882 | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 6 | $882 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $743 | 0.00% | +5 | New |
| Sofos Investments, Inc. | 4 | $593 | 0.00% | +4 | New |