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, Q4 2024
Institutional positions in Extra Space Storage Inc. as of Dec 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
- 782
- +22 vs. Q3 2024
- Shares held
- 204.1M
- −2.52M (−1.2%) vs. Q3 2024
- Total value
- $30.5B
- −$6.33B (−17.2%) vs. Q3 2024
- New holders
- 98
- 275 more added
- Sold out
- 76
- 272 more reduced
12 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Extra Space Storage Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Creative Financial Designs Inc | 116 | $17.4K | 0.00% | +81+231.4% | Added |
| Sunbelt Securities, Inc. | 118 | $17.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 121 | $18.1K | 0.00% | +41+51.2% | Added |
| Richards, Merrill & Peterson, Inc. | 125 | $18.7K | 0.01% | +125 | New |
| Caldwell Trust Co | 134 | $20.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 138 | $20.6K | 0.01% | +2+1.5% | Added |
| Private Wealth Management Group, LLC | 138 | $20.6K | 0.01% | −29−17.4% | Reduced |
| Bank of New Hampshire | 138 | $20.6K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 142 | $21.2K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 150 | $22.4K | 0.02% | +150 | New |
| Creekmur Asset Management LLC | 164 | $24.5K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 164 | $24.5K | 0.00% | +164 | New |
| Harbour Investments, Inc. | 168 | $25.1K | 0.00% | +80+90.9% | Added |
| Anchor Investment Management, LLC | 170 | $25.4K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 171 | $26.0K | 0.00% | −2−1.2% | Reduced |
| Centerpoint Advisors, LLC | 179 | $27.0K | 0.01% | +2+1.1% | Added |
| Newbridge Financial Services Group, Inc. | 207 | $31.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 209 | $31.3K | 0.00% | −895−81.1% | Reduced |
| Davis Capital Management | 245 | $36.7K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 251 | $37.5K | 0.00% | −659−72.4% | Reduced |
| Hemington Wealth Management | 258 | $38.0K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 260 | $38.9K | 0.01% | −1−0.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 268 | $40.1K | 0.04% | +268 | New |
| Bruce G. Allen Investments, LLC | 271 | $40.5K | 0.03% | −5−1.8% | Reduced |
| Rothschild Investment LLC | 287 | $42.9K | 0.00% | −260−47.5% | Reduced |
| Logan Capital Management Inc | 302 | $45.2K | 0.00% | −1,428−82.5% | Reduced |
| Hantz Financial Services, Inc. | 308 | $46.0K | 0.00% | −30,421−99.0% | Reduced |
| Continuum Advisory, LLC | 311 | $46.5K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 313 | $46.8K | 0.01% | +301+2,508.3% | Added |
| Quent Capital, LLC | 327 | $48.9K | 0.01% | +154+89.0% | Added |
| Smithfield Trust Co | 353 | $52.0K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 350 | $52.4K | 0.01% | 00.0% | Unchanged |
| Asset Planning,Inc | 350 | $52.4K | 0.04% | +350 | New |
| Quarry LP | 356 | $53.3K | 0.01% | +217+156.1% | Added |
| Kestra Investment Management, LLC | 361 | $54.0K | 0.00% | +361 | New |
| Capital Analysts, LLC | 372 | $56.0K | 0.00% | +7+1.9% | Added |
| Mechanics Financial Corp | 389 | $58.2K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 391 | $58.5K | 0.00% | −16−3.9% | Reduced |
| American National Bank | 400 | $59.8K | 0.01% | +400 | New |
| Plato Investment Management Ltd | 399 | $59.9K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 411 | $61.5K | 0.01% | −100−19.6% | Reduced |
| Parvin Asset Management, LLC | 416 | $62.2K | 0.07% | +416 | New |
| Armstrong Advisory Group, Inc | 418 | $62.5K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 447 | $66.9K | 0.01% | +56+14.3% | Added |
| Massmutual Trust Co FSB | 464 | $69.4K | 0.00% | −18−3.7% | Reduced |
| Cornerstone Advisors, LLC | 500 | $74.8K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 503 | $75.2K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 523 | $78.2K | 0.01% | +68+14.9% | Added |
| Simplex Trading, LLC | 545 | $81.0K | 0.00% | −2,746−83.4% | Reduced |
| Muzinich & Co., Inc. | 548 | $82.0K | 0.06% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 561 | $83.9K | 0.00% | +561 | New |
| Parkside Financial Bank & Trust | 574 | $85.9K | 0.01% | +31+5.7% | Added |
| Brown Brothers Harriman & Co | 609 | $91.1K | 0.00% | +9+1.5% | Added |
| Sherman Asset Management, Inc. | 626 | $93.7K | 0.09% | +626 | New |
| Hilltop National Bank | 647 | $96.8K | 0.03% | −130−16.7% | Reduced |
| Tompkins Financial Corp | 650 | $97.2K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 651 | $97.4K | 0.06% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 671 | $100.4K | 0.02% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 640 | $105.6K | 0.00% | −1,156−64.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 715 | $107.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 740 | $110.7K | 0.04% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 760 | $112.0K | 0.01% | +119+18.6% | Added |
| Sentry Investment Management LLC | 779 | $117.0K | 0.06% | −127−14.0% | Reduced |
| Ronald Blue Trust, Inc. | 824 | $123.3K | 0.00% | −72−8.0% | Reduced |
| Umb Bank N A | 831 | $124.3K | 0.00% | −17,853−95.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 846 | $126.6K | 0.00% | −43−4.8% | Reduced |
| HHM Wealth Advisors, LLC | 861 | $128.8K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 861 | $128.8K | 0.00% | +104+13.7% | Added |
| EverSource Wealth Advisors, LLC | 866 | $129.6K | 0.01% | +615+245.0% | Added |
| Central Trust Co | 904 | $135.2K | 0.00% | −26−2.8% | Reduced |
| Salem Investment Counselors Inc | 911 | $136.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 920 | $137.0K | 0.09% | +59+6.9% | Added |
| Bellevue Asset Management, LLC | 940 | $140.8K | 0.07% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 954 | $142.7K | 0.01% | 00.0% | Unchanged |
| Tobam | 957 | $143.0K | 0.04% | −74−7.2% | Reduced |
| SRS Capital Advisors, Inc. | 958 | $143.3K | 0.01% | +14+1.5% | Added |
| CVA Family Office, LLC | 962 | $143.9K | 0.02% | +30+3.2% | Added |
| CoreCap Advisors, LLC | 962 | $143.9K | 0.01% | −688−41.7% | Reduced |
| Signaturefd, LLC | 1,045 | $156.3K | 0.00% | +170+19.4% | Added |
| Spire Wealth Management | 1,063 | $159.0K | 0.00% | −650−37.9% | Reduced |
| Parallel Advisors, LLC | 1,094 | $163.7K | 0.00% | +353+47.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,100 | $164.6K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,105 | $165.3K | 0.00% | +745+206.9% | Added |
| Jones Financial Companies LLLP | 1,109 | $165.9K | 0.00% | +185+20.0% | Added |
| Skopos Labs, Inc. | 1,132 | $169.3K | 0.05% | +57+5.3% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 1,150 | $172.0K | 0.10% | +1,150 | New |
| Ci Investments Inc. | 1,171 | $175.0K | 0.00% | +310+36.0% | Added |
| Bartlett & Co. Wealth Management LLC | 1,176 | $175.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,178 | $176.2K | 0.01% | −99−7.8% | Reduced |
| Raiffeisen Bank International AG | 1,331 | $196.0K | 0.00% | +1,331 | New |
| Quadrant Capital Group LLC | 1,327 | $198.5K | 0.01% | +73+5.8% | Added |
| Wetherby Asset Management Inc | 1,337 | $200.0K | 0.01% | +46+3.6% | Added |
| RBF Capital, LLC | 1,342 | $200.8K | 0.01% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 1,350 | $202.0K | 0.06% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 1,361 | $203.6K | 0.01% | 00.0% | Unchanged |
| Marco Investment Management LLC | 1,390 | $207.9K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,391 | $208.1K | 0.00% | −60−4.1% | Reduced |
| First Western Trust Bank | 1,410 | $210.9K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 1,413 | $211.4K | 0.00% | −243−14.7% | Reduced |
| Graypoint LLC | 1,431 | $214.1K | 0.01% | −144−9.1% | Reduced |