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 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 1,440 | $215.4K | 0.00% | +1,440 | New |
| Belpointe Asset Management LLC | 1,236 | $218.9K | 0.01% | −13−1.0% | Reduced |
| Keeley-Teton Advisors, LLC | 1,467 | $219.5K | 0.03% | +1,467 | New |
| Axxcess Wealth Management, LLC | 1,474 | $220.5K | 0.01% | −64−4.2% | Reduced |
| Stiles Financial Services Inc | 1,481 | $221.5K | 0.08% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,481 | $221.6K | 0.02% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,483 | $221.9K | 0.04% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 1,492 | $223.2K | 0.04% | +175+13.3% | Added |
| Weiss Asset Management LP | 1,500 | $224.4K | 0.01% | +1,500 | New |
| Sigma Planning Corp | 1,502 | $224.7K | 0.01% | −143−8.7% | Reduced |
| First Manhattan Co | 1,503 | $224.8K | 0.00% | +46+3.2% | Added |
| Shell Asset Management Co | 1,514 | $226.0K | 0.01% | −123−7.5% | Reduced |
| Wealth Management Strategies, Inc. | 1,523 | $227.9K | 0.17% | +1,523 | New |
| Sheets Smith Wealth Management | 1,541 | $230.5K | 0.03% | 00.0% | Unchanged |
| Elser Financial Planning, Inc | 1,543 | $230.8K | 0.01% | +1,543 | New |
| Fifth Third Wealth Advisors LLC | 1,549 | $231.7K | 0.01% | −69−4.3% | Reduced |
| Curtis Advisory Group, LLC | 1,553 | $232.3K | 0.06% | −50−3.1% | Reduced |
| Pensionmark Financial Group, LLC | 1,560 | $233.4K | 0.01% | +364+30.4% | Added |
| D'Orazio & Associates, Inc. | 1,566 | $234.3K | 0.03% | +298+23.5% | Added |
| HM Payson & Co | 1,569 | $234.7K | 0.00% | −3−0.2% | Reduced |
| Stephens Inc | 1,570 | $234.9K | 0.00% | −91−5.5% | Reduced |
| Resources Investment Advisors, LLC. | 1,577 | $235.9K | 0.00% | +411+35.2% | Added |
| New Century Financial Group, LLC | 1,575 | $237.9K | 0.10% | +1,575 | New |
| LVW Advisors, LLC | 1,592 | $238.2K | 0.03% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 1,597 | $238.9K | 0.00% | +1,597 | New |
| Charter Research & Investment Group, Inc. | 1,610 | $240.9K | 0.18% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 1,638 | $245.1K | 0.00% | +68+4.3% | Added |
| Farmers & Merchants Investments Inc | 1,642 | $245.6K | 0.01% | 00.0% | Unchanged |
| Renaissance Group LLC | 1,648 | $246.5K | 0.01% | −37−2.2% | Reduced |
| Fulcrum Capital LLC | 1,659 | $248.2K | 0.05% | +172+11.6% | Added |
| Avantax Planning Partners, Inc. | 1,666 | $249.2K | 0.01% | 00.0% | Unchanged |
| RNC Capital Management LLC | 1,673 | $250.3K | 0.01% | +1,673 | New |
| Parsons Capital Management Inc | 1,677 | $250.9K | 0.01% | 00.0% | Unchanged |
| Montecito Bank & Trust | 1,686 | $252.2K | 0.04% | −122−6.7% | Reduced |
| Vise Technologies, Inc. | 1,689 | $252.7K | 0.02% | +1,689 | New |
| Sagespring Wealth Partners, LLC | 1,701 | $254.5K | 0.01% | +1,701 | New |
| Wedmont Private Capital | 1,765 | $259.1K | 0.01% | −186−9.5% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 1,745 | $261.1K | 0.06% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 1,750 | $261.8K | 0.02% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 1,750 | $262.0K | 0.13% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 1,768 | $264.5K | 0.00% | +340+23.8% | Added |
| Cetera Trust Company, N.A | 1,771 | $264.9K | 0.17% | −225−11.3% | Reduced |
| Summit Trail Advisors, LLC | 1,774 | $265.4K | 0.01% | −210−10.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,780 | $266.3K | 0.01% | +1,780 | New |
| Bailard, Inc. | 1,818 | $272.0K | 0.01% | +2+0.1% | Added |
| Bleakley Financial Group, LLC | 1,828 | $273.5K | 0.01% | −145−7.3% | Reduced |
| Naples Global Advisors, LLC | 1,840 | $275.3K | 0.03% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,843 | $275.7K | 0.02% | −30−1.6% | Reduced |
| Fulton Bank, N.A. | 1,844 | $275.9K | 0.01% | −396−17.7% | Reduced |
| Snowden Capital Advisors LLC | 1,852 | $277.1K | 0.01% | −91−4.7% | Reduced |
| NorthRock Partners, LLC | 1,862 | $278.5K | 0.01% | −127−6.4% | Reduced |
| Cynosure Management, LLC | 1,883 | $281.7K | 0.04% | −128−6.4% | Reduced |
| Main Street Financial Solutions, LLC | 1,893 | $283.2K | 0.03% | −133−6.6% | Reduced |
| Phocas Financial Corp. | 1,897 | $284.0K | 0.04% | +1,897 | New |
| Financial Network Wealth Management LLC | 1,911 | $285.0K | 0.10% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 1,906 | $285.1K | 0.02% | −6,419−77.1% | Reduced |
| Bryant Woods Investment Advisors, LLC | 1,936 | $289.6K | 0.14% | 00.0% | Unchanged |
| Greenfield Seitz Capital Management, LLC | 1,942 | $290.5K | 0.11% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 1,977 | $295.8K | 0.04% | +338+20.6% | Added |
| Baird Financial Group, Inc. | 1,999 | $299.1K | 0.00% | +983+96.8% | Added |
| Lazard Asset Management LLC | 2,010 | $300.0K | 0.00% | +1,899+1,710.8% | Added |
| First Hawaiian Bank | 2,022 | $302.5K | 0.01% | +406+25.1% | Added |
| Clifford Swan Investment Counsel LLC | 2,027 | $303.2K | 0.01% | 00.0% | Unchanged |
| Fiduciary Group LLC | 2,036 | $304.6K | 0.03% | −46−2.2% | Reduced |
| Equitable Holdings, Inc. | 2,065 | $308.9K | 0.00% | −374−15.3% | Reduced |
| Ameritas Investment Partners, Inc. | 2,065 | $308.9K | 0.01% | −82−3.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,105 | $311.6K | 0.00% | +499+31.1% | Added |
| D.B. Root & Company, LLC | 2,092 | $313.0K | 0.10% | +2,092 | New |
| Independent Advisor Alliance | 2,104 | $314.8K | 0.00% | +571+37.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,120 | $317.2K | 0.01% | −14−0.7% | Reduced |
| Cigna Investments Inc | 2,147 | $321.0K | 0.06% | −42−1.9% | Reduced |
| Kestra Private Wealth Services, LLC | 2,147 | $321.2K | 0.01% | −1,815−45.8% | Reduced |
| Greenleaf Trust | 2,160 | $323.1K | 0.00% | +282+15.0% | Added |
| American Investment Services, Inc. | 2,173 | $325.1K | 0.06% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 2,186 | $327.0K | 0.01% | −284−11.5% | Reduced |
| First Citizens Bank & Trust Co | 2,187 | $327.2K | 0.01% | −292−11.8% | Reduced |
| Auxano Advisors, LLC | 2,199 | $329.0K | 0.08% | −941−30.0% | Reduced |
| QRG Capital Management, Inc. | 2,210 | $330.6K | 0.00% | −559−20.2% | Reduced |
| Choate Investment Advisors | 2,230 | $333.6K | 0.01% | −123−5.2% | Reduced |
| Meeder Advisory Services, Inc. | 2,235 | $334.4K | 0.02% | +313+16.3% | Added |
| Huntington National Bank | 2,250 | $336.6K | 0.00% | +372+19.8% | Added |
| Geneos Wealth Management Inc. | 2,275 | $340.3K | 0.01% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 2,286 | $342.0K | 0.03% | 00.0% | Unchanged |
| One Capital Management, LLC | 2,288 | $342.3K | 0.01% | −4,570−66.6% | Reduced |
| Leavell Investment Management, Inc. | 2,297 | $343.6K | 0.02% | +10.0% | Added |
| SMART Wealth LLC | 2,325 | $347.9K | 0.12% | −2,620−53.0% | Reduced |
| Glenview Trust Co | 2,340 | $350.1K | 0.01% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 2,347 | $351.0K | 0.02% | 00.0% | Unchanged |
| Fairtree Asset Management (Pty) Ltd | 2,380 | $356.0K | 0.34% | +2,380 | New |
| Legacy Wealth Asset Management, LLC | 2,397 | $358.6K | 0.10% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 2,436 | $364.4K | 0.01% | +173+7.6% | Added |
| Perpetual Ltd | 2,446 | $365.9K | 0.00% | −8,862−78.4% | Reduced |
| Bryn Mawr Trust Co | 2,474 | $370.1K | 0.01% | −1,155−31.8% | Reduced |
| Delta Capital Management LLC | 2,485 | $372.0K | 0.21% | +60+2.5% | Added |
| Sandhill Capital Partners LLC | 2,588 | $387.2K | 0.03% | 00.0% | Unchanged |
| Blair William & Co | 2,588 | $387.2K | 0.00% | +399+18.2% | Added |
| V-Square Quantitative Management LLC | 2,636 | $394.3K | 0.06% | +272+11.5% | Added |
| Oak Thistle LLC | 2,664 | $398.5K | 0.12% | +2,664 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 2,694 | $403.0K | 0.11% | +2,694 | New |
| Spirepoint Private Client, LLC | 2,700 | $403.9K | 0.05% | +2,700 | New |