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, Q3 2024
Institutional positions in Extra Space Storage Inc. as of Sep 30, 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
- 772
- +27 vs. Q2 2024
- Shares held
- 207.0M
- +21.3M (+11.5%) vs. Q2 2024
- Total value
- $36.9B
- +$8.09B (+28.1%) vs. Q2 2024
- New holders
- 88
- 263 more added
- Sold out
- 61
- 278 more reduced
7 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding Extra Space Storage Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Caldwell Trust Co | 134 | $24.1K | 0.00% | +134 | New |
| Rise Advisors, LLC | 136 | $24.5K | 0.01% | +1+0.7% | Added |
| Bank of New Hampshire | 138 | $24.9K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 139 | $25.0K | 0.01% | −730−84.0% | Reduced |
| DT Investment Partners, LLC | 142 | $25.6K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 157 | $28.3K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 164 | $29.6K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 167 | $30.1K | 0.01% | +2+1.2% | Added |
| Anchor Investment Management, LLC | 170 | $30.6K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 173 | $31.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 173 | $31.2K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 177 | $32.0K | 0.01% | +2+1.1% | Added |
| Ashton Thomas Securities, LLC | 184 | $33.2K | 0.01% | +184 | New |
| Dynamic Wealth Strategies, LLC | 196 | $35.0K | 0.03% | +97+98.0% | Added |
| Newbridge Financial Services Group, Inc. | 207 | $37.3K | 0.01% | +27+15.0% | Added |
| Aster Capital Management (DIFC) Ltd | 212 | $38.2K | 0.01% | +212 | New |
| Harvest Fund Management Co., Ltd | 234 | $42.0K | 0.00% | +234 | New |
| Hemington Wealth Management | 258 | $42.0K | 0.01% | +258 | New |
| Davis Capital Management | 245 | $44.1K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 251 | $45.3K | 0.00% | +31+14.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 261 | $47.0K | 0.01% | −30−10.3% | Reduced |
| Bruce G. Allen Investments, LLC | 276 | $49.7K | 0.04% | +1+0.4% | Added |
| Continuum Advisory, LLC | 311 | $50.8K | 0.01% | +126+68.1% | Added |
| Westside Investment Management, Inc. | 345 | $62.2K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 350 | $63.1K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 353 | $64.0K | 0.00% | +24+7.3% | Added |
| Federated Hermes, Inc. | 360 | $64.9K | 0.00% | +47+15.0% | Added |
| Capital Analysts, LLC | 365 | $66.0K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 389 | $70.1K | 0.03% | +389 | New |
| Global X Japan Co., Ltd. | 391 | $70.5K | 0.01% | −110−22.0% | Reduced |
| Plato Investment Management Ltd | 399 | $71.8K | 0.01% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 400 | $72.1K | 0.02% | +200+100.0% | Added |
| Global Retirement Partners, LLC | 407 | $73.3K | 0.00% | +248+156.0% | Added |
| Armstrong Advisory Group, Inc | 418 | $75.3K | 0.01% | −25−5.6% | Reduced |
| Lindbrook Capital, LLC | 455 | $82.0K | 0.01% | +47+11.5% | Added |
| Proequities, Inc. | 468 | $84.3K | 0.01% | −61−11.5% | Reduced |
| Massmutual Trust Co FSB | 482 | $86.9K | 0.00% | +21+4.6% | Added |
| Alta Advisers Ltd | 500 | $90.1K | 0.04% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 500 | $90.1K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 503 | $90.6K | 0.01% | +14+2.9% | Added |
| Manchester Capital Management LLC | 511 | $92.1K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 543 | $97.8K | 0.01% | +1+0.2% | Added |
| Rothschild Investment LLC | 547 | $98.6K | 0.01% | +1+0.2% | Added |
| Muzinich & Co., Inc. | 548 | $98.7K | 0.08% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 582 | $104.9K | 0.02% | +582 | New |
| Brown Brothers Harriman & Co | 600 | $108.1K | 0.00% | +49+8.9% | Added |
| Smartleaf Asset Management LLC | 641 | $113.8K | 0.01% | +403+169.3% | Added |
| Tompkins Financial Corp | 650 | $117.1K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 651 | $117.3K | 0.08% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 671 | $120.9K | 0.03% | −34−4.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 715 | $128.8K | 0.02% | +715 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 740 | $133.3K | 0.05% | +170+29.8% | Added |
| Parallel Advisors, LLC | 741 | $133.6K | 0.00% | −27−3.5% | Reduced |
| Exchange Traded Concepts, LLC | 757 | $136.4K | 0.00% | +757 | New |
| Ronald Blue Trust, Inc. | 896 | $139.2K | 0.00% | +659+278.1% | Added |
| Hilltop National Bank | 777 | $140.0K | 0.04% | −46−5.6% | Reduced |
| Covestor Ltd | 861 | $155.0K | 0.10% | −115−11.8% | Reduced |
| Ci Investments Inc. | 861 | $155.0K | 0.00% | −88−9.3% | Reduced |
| HHM Wealth Advisors, LLC | 861 | $155.1K | 0.02% | +89+11.5% | Added |
| Signaturefd, LLC | 875 | $157.7K | 0.00% | +33+3.9% | Added |
| Whittier Trust Co of Nevada Inc | 889 | $160.2K | 0.00% | +603+210.8% | Added |
| Sentry Investment Management LLC | 906 | $163.0K | 0.07% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 924 | $163.8K | 0.00% | +651+238.5% | Added |
| Larson Financial Group LLC | 910 | $164.0K | 0.01% | −218−19.3% | Reduced |
| Salem Investment Counselors Inc | 911 | $164.2K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 930 | $167.6K | 0.00% | +364+64.3% | Added |
| CVA Family Office, LLC | 932 | $167.9K | 0.03% | +4+0.4% | Added |
| Bellevue Asset Management, LLC | 940 | $169.4K | 0.09% | +1+0.1% | Added |
| SRS Capital Advisors, Inc. | 944 | $170.1K | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 954 | $171.9K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 1,016 | $183.1K | 0.00% | −1,654−61.9% | Reduced |
| Tobam | 1,031 | $186.0K | 0.03% | +135+15.1% | Added |
| Skopos Labs, Inc. | 1,075 | $193.7K | 0.06% | +1,075 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,100 | $198.2K | 0.01% | +800+266.7% | Added |
| TD Private Client Wealth LLC | 1,104 | $198.9K | 0.01% | −1,350−55.0% | Reduced |
| Warwick Investment Management, Inc. | 1,122 | $202.2K | 0.05% | +1,122 | New |
| Ewa, LLC | 1,275 | $208.3K | 0.07% | +37+3.0% | Added |
| Journey Strategic Wealth LLC | 1,158 | $208.7K | 0.01% | +1,158 | New |
| Koshinski Asset Management, Inc. | 1,162 | $209.4K | 0.02% | +1,162 | New |
| M&G Plc | 1,164 | $209.5K | 0.00% | +1,164 | New |
| Ellevest, Inc. | 1,163 | $209.6K | 0.01% | −278−19.3% | Reduced |
| Morningstar Investment Management LLC | 1,225 | $210.0K | 0.02% | +1,225 | New |
| Resources Investment Advisors, LLC. | 1,166 | $210.1K | 0.00% | +1,166 | New |
| Bartlett & Co. Wealth Management LLC | 1,176 | $211.9K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 1,188 | $214.0K | 0.00% | −1,491−55.7% | Reduced |
| 44 Wealth Management LLC | 1,267 | $214.2K | 0.08% | +1,267 | New |
| Pensionmark Financial Group, LLC | 1,196 | $215.5K | 0.01% | +1,196 | New |
| Eqis Capital Management, Inc. | 1,206 | $217.3K | 0.02% | −151−11.1% | Reduced |
| Concurrent Investment Advisors, LLC | 1,228 | $221.2K | 0.01% | +1,228 | New |
| Belpointe Asset Management LLC | 1,249 | $225.2K | 0.01% | +1,249 | New |
| Quadrant Capital Group LLC | 1,254 | $226.0K | 0.02% | −1−0.1% | Reduced |
| D'Orazio & Associates, Inc. | 1,268 | $228.5K | 0.03% | +1,268 | New |
| Farther Finance Advisors, LLC | 1,277 | $230.0K | 0.01% | +362+39.6% | Added |
| Walleye Capital LLC | 1,280 | $230.6K | 0.00% | −508−28.4% | Reduced |
| Alterna Wealth Management, Inc | 1,289 | $232.4K | 0.21% | +1,289 | New |
| Wetherby Asset Management Inc | 1,291 | $232.6K | 0.01% | −65−4.8% | Reduced |
| Element Pointe Advisors, LLC | 1,303 | $234.8K | 0.06% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 1,317 | $237.3K | 0.04% | −25−1.9% | Reduced |
| Fiduciary Family Office, LLC | 1,332 | $240.0K | 0.08% | +29+2.2% | Added |
| RBF Capital, LLC | 1,342 | $241.8K | 0.01% | 00.0% | Unchanged |