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 |
|---|---|---|---|---|---|
| Tobam | 1,031 | $186.0K | 0.03% | +135+15.1% | Added |
| Baird Financial Group, Inc. | 1,016 | $183.1K | 0.00% | −1,654−61.9% | Reduced |
| TCTC Holdings, LLC | 954 | $171.9K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 944 | $170.1K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 940 | $169.4K | 0.09% | +1+0.1% | Added |
| CVA Family Office, LLC | 932 | $167.9K | 0.03% | +4+0.4% | Added |
| Central Trust Co | 930 | $167.6K | 0.00% | +364+64.3% | Added |
| Salem Investment Counselors Inc | 911 | $164.2K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 910 | $164.0K | 0.01% | −218−19.3% | Reduced |
| Jones Financial Companies LLLP | 924 | $163.8K | 0.00% | +651+238.5% | Added |
| Sentry Investment Management LLC | 906 | $163.0K | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 889 | $160.2K | 0.00% | +603+210.8% | Added |
| Signaturefd, LLC | 875 | $157.7K | 0.00% | +33+3.9% | Added |
| HHM Wealth Advisors, LLC | 861 | $155.1K | 0.02% | +89+11.5% | Added |
| Covestor Ltd | 861 | $155.0K | 0.10% | −115−11.8% | Reduced |
| Ci Investments Inc. | 861 | $155.0K | 0.00% | −88−9.3% | Reduced |
| Hilltop National Bank | 777 | $140.0K | 0.04% | −46−5.6% | Reduced |
| Ronald Blue Trust, Inc. | 896 | $139.2K | 0.00% | +659+278.1% | Added |
| Exchange Traded Concepts, LLC | 757 | $136.4K | 0.00% | +757 | New |
| Parallel Advisors, LLC | 741 | $133.6K | 0.00% | −27−3.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 740 | $133.3K | 0.05% | +170+29.8% | Added |
| DiNuzzo Private Wealth, Inc. | 715 | $128.8K | 0.02% | +715 | New |
| ESL Trust Services, LLC | 671 | $120.9K | 0.03% | −34−4.8% | Reduced |
| Cromwell Holdings LLC | 651 | $117.3K | 0.08% | 00.0% | Unchanged |
| Tompkins Financial Corp | 650 | $117.1K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 641 | $113.8K | 0.01% | +403+169.3% | Added |
| Brown Brothers Harriman & Co | 600 | $108.1K | 0.00% | +49+8.9% | Added |
| Alpine Bank Wealth Management | 582 | $104.9K | 0.02% | +582 | New |
| Muzinich & Co., Inc. | 548 | $98.7K | 0.08% | 00.0% | Unchanged |
| Rothschild Investment LLC | 547 | $98.6K | 0.01% | +1+0.2% | Added |
| Parkside Financial Bank & Trust | 543 | $97.8K | 0.01% | +1+0.2% | Added |
| Manchester Capital Management LLC | 511 | $92.1K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 503 | $90.6K | 0.01% | +14+2.9% | Added |
| Alta Advisers Ltd | 500 | $90.1K | 0.04% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 500 | $90.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 482 | $86.9K | 0.00% | +21+4.6% | Added |
| Proequities, Inc. | 468 | $84.3K | 0.01% | −61−11.5% | Reduced |
| Lindbrook Capital, LLC | 455 | $82.0K | 0.01% | +47+11.5% | Added |
| Armstrong Advisory Group, Inc | 418 | $75.3K | 0.01% | −25−5.6% | Reduced |
| Global Retirement Partners, LLC | 407 | $73.3K | 0.00% | +248+156.0% | Added |
| Catalyst Funds Management Pty Ltd | 400 | $72.1K | 0.02% | +200+100.0% | Added |
| Plato Investment Management Ltd | 399 | $71.8K | 0.01% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 391 | $70.5K | 0.01% | −110−22.0% | Reduced |
| Mechanics Financial Corp | 389 | $70.1K | 0.03% | +389 | New |
| Capital Analysts, LLC | 365 | $66.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 360 | $64.9K | 0.00% | +47+15.0% | Added |
| Smithfield Trust Co | 353 | $64.0K | 0.00% | +24+7.3% | Added |
| Pacific Capital Wealth Advisors, Inc | 350 | $63.1K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 345 | $62.2K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 311 | $50.8K | 0.01% | +126+68.1% | Added |
| Bruce G. Allen Investments, LLC | 276 | $49.7K | 0.04% | +1+0.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 261 | $47.0K | 0.01% | −30−10.3% | Reduced |
| EverSource Wealth Advisors, LLC | 251 | $45.3K | 0.00% | +31+14.1% | Added |
| Davis Capital Management | 245 | $44.1K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 234 | $42.0K | 0.00% | +234 | New |
| Hemington Wealth Management | 258 | $42.0K | 0.01% | +258 | New |
| Aster Capital Management (DIFC) Ltd | 212 | $38.2K | 0.01% | +212 | New |
| Newbridge Financial Services Group, Inc. | 207 | $37.3K | 0.01% | +27+15.0% | Added |
| Dynamic Wealth Strategies, LLC | 196 | $35.0K | 0.03% | +97+98.0% | Added |
| Ashton Thomas Securities, LLC | 184 | $33.2K | 0.01% | +184 | New |
| Centerpoint Advisors, LLC | 177 | $32.0K | 0.01% | +2+1.1% | Added |
| Quent Capital, LLC | 173 | $31.2K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 173 | $31.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 170 | $30.6K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 167 | $30.1K | 0.01% | +2+1.2% | Added |
| Creekmur Asset Management LLC | 164 | $29.6K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 157 | $28.3K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 142 | $25.6K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 139 | $25.0K | 0.01% | −730−84.0% | Reduced |
| Bank of New Hampshire | 138 | $24.9K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 136 | $24.5K | 0.01% | +1+0.7% | Added |
| Caldwell Trust Co | 134 | $24.1K | 0.00% | +134 | New |
| Sunbelt Securities, Inc. | 118 | $21.2K | 0.00% | −499−80.9% | Reduced |
| Meeder Asset Management Inc | 115 | $20.7K | 0.00% | +5+4.5% | Added |
| Carolinas Wealth Consulting LLC | 114 | $20.5K | 0.00% | +5+4.6% | Added |
| Wiser Advisor Group LLC | 113 | $20.4K | 0.03% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 111 | $20.0K | 0.00% | −597−84.3% | Reduced |
| GW&K Investment Management, LLC | 113 | $20.0K | 0.00% | +12+11.9% | Added |
| GPS Wealth Strategies Group, LLC | 100 | $18.0K | 0.00% | −1−1.0% | Reduced |
| Heritage Wealth Advisors | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 99 | $17.8K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 98 | $17.7K | 0.00% | −34−25.8% | Reduced |
| MV Capital Management, Inc. | 92 | $16.6K | 0.00% | +1+1.1% | Added |
| Glen Eagle Advisors, LLC | 92 | $16.6K | 0.00% | +33+55.9% | Added |
| Private Trust Co NA | 92 | $16.6K | 0.00% | +38+70.4% | Added |
| Missouri Trust & Investment Co | 90 | $16.2K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 88 | $15.9K | 0.00% | −21−19.3% | Reduced |
| Raleigh Capital Management Inc. | 81 | $14.6K | 0.01% | +9+12.5% | Added |
| Pittenger & Anderson Inc | 80 | $14.4K | 0.00% | +80 | New |
| Versant Capital Management, Inc | 80 | $14.4K | 0.00% | +70+700.0% | Added |
| TSFG, LLC | 75 | $14.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 67 | $12.1K | 0.00% | −23−25.6% | Reduced |
| Washington Trust Advisors, Inc. | 65 | $11.7K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 65 | $11.7K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 64 | $11.5K | 0.01% | 00.0% | Unchanged |
| Naples Money Management LLC | 62 | $11.3K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 2,018,884 | $11.2K | 0.01% | +2,007,626+17,832.9% | Added |
| Coppell Advisory Solutions LLC | 61 | $10.8K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 60 | $10.8K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 59 | $10.6K | 0.00% | 00.0% | Unchanged |