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 2025
Institutional positions in Extra Space Storage Inc. as of Mar 31, 2025. 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
- 800
- +31 vs. Q4 2024
- Shares held
- 207.8M
- +5.59M (+2.8%) vs. Q4 2024
- Total value
- $30.8B
- +$639.0M (+2.1%) vs. Q4 2024
- New holders
- 105
- 301 more added
- Sold out
- 74
- 270 more reduced
13 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Extra Space Storage Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Private Trust Co NA | 125 | $18.6K | 0.00% | +15+13.6% | Added |
| Rise Advisors, LLC | 128 | $19.0K | 0.01% | −10−7.2% | Reduced |
| Caldwell Trust Co | 134 | $19.9K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 138 | $20.5K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 139 | $20.6K | 0.01% | +1+0.7% | Added |
| DT Investment Partners, LLC | 142 | $21.1K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 150 | $22.3K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 150 | $22.3K | 0.00% | +29+24.0% | Added |
| NBC Securities, Inc. | 160 | $23.0K | 0.00% | +160 | New |
| Golden State Wealth Management, LLC | 159 | $23.6K | 0.00% | −5−3.0% | Reduced |
| Capital Advisors, Ltd. LLC | 162 | $24.0K | 0.00% | −9−5.3% | Reduced |
| Creekmur Asset Management LLC | 164 | $24.4K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 180 | $26.7K | 0.01% | −27−13.0% | Reduced |
| Centerpoint Advisors, LLC | 181 | $27.0K | 0.01% | +2+1.1% | Added |
| Dynamic Wealth Strategies, LLC | 196 | $29.1K | 0.02% | +196 | New |
| Hantz Financial Services, Inc. | 236 | $35.0K | 0.00% | −72−23.4% | Reduced |
| Hemington Wealth Management | 247 | $36.0K | 0.01% | −11−4.3% | Reduced |
| Davis Capital Management | 245 | $36.4K | 0.03% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 257 | $38.2K | 0.03% | −14−5.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 291 | $43.2K | 0.02% | +31+11.9% | Added |
| Logan Capital Management Inc | 302 | $44.8K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 308 | $45.7K | 0.00% | +21+7.3% | Added |
| Tobam | 308 | $46.0K | 0.02% | −649−67.8% | Reduced |
| Smithfield Trust Co | 309 | $46.0K | 0.00% | −44−12.5% | Reduced |
| Hexagon Capital Partners LLC | 312 | $46.3K | 0.01% | −1−0.3% | Reduced |
| Continuum Advisory, LLC | 313 | $46.5K | 0.01% | +2+0.6% | Added |
| Quent Capital, LLC | 327 | $48.6K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 336 | $49.9K | 0.00% | +336 | New |
| Asset Planning,Inc | 350 | $52.0K | 0.04% | 00.0% | Unchanged |
| True Wealth Design, LLC | 361 | $53.6K | 0.02% | +302+511.9% | Added |
| Mechanics Financial Corp | 389 | $57.8K | 0.03% | 00.0% | Unchanged |
| American National Bank | 400 | $59.4K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 418 | $62.5K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 448 | $66.5K | 0.01% | +37+9.0% | Added |
| Cornerstone Advisors, LLC | 500 | $74.2K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 503 | $74.7K | 0.01% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 513 | $76.0K | 0.03% | +513 | New |
| Avalon Trust Co | 532 | $79.0K | 0.01% | +532 | New |
| Muzinich & Co., Inc. | 548 | $81.4K | 0.05% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 558 | $82.9K | 0.01% | +111+24.8% | Added |
| Generali Asset Management SPA SGR | 561 | $83.3K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 582 | $86.4K | 0.01% | +582 | New |
| Parkside Financial Bank & Trust | 602 | $89.4K | 0.01% | +28+4.9% | Added |
| Brown Brothers Harriman & Co | 606 | $90.0K | 0.00% | −3−0.5% | Reduced |
| Lindbrook Capital, LLC | 614 | $91.2K | 0.01% | +91+17.4% | Added |
| Central Trust Co | 618 | $91.8K | 0.00% | −286−31.6% | Reduced |
| Sherman Asset Management, Inc. | 626 | $93.0K | 0.09% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 660 | $98.0K | 0.00% | +196+42.2% | Added |
| Cromwell Holdings LLC | 663 | $98.4K | 0.06% | +12+1.8% | Added |
| ESL Trust Services, LLC | 671 | $99.6K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 689 | $102.3K | 0.01% | −177−20.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 706 | $104.8K | 0.00% | +66+10.3% | Added |
| DiNuzzo Private Wealth, Inc. | 715 | $106.2K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 742 | $110.2K | 0.00% | −89−10.7% | Reduced |
| Y.D. More Investments Ltd | 753 | $111.8K | 0.01% | +753 | New |
| Parvin Asset Management, LLC | 781 | $116.0K | 0.13% | +365+87.7% | Added |
| Boston Private Wealth LLC | 825 | $122.6K | 0.01% | +825 | New |
| Ronald Blue Trust, Inc. | 839 | $124.6K | 0.00% | +15+1.8% | Added |
| Whittier Trust Co of Nevada Inc | 844 | $125.3K | 0.00% | −2−0.2% | Reduced |
| CX Institutional | 857 | $127.0K | 0.00% | +857 | New |
| HHM Wealth Advisors, LLC | 861 | $127.8K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 872 | $129.0K | 0.09% | −48−5.2% | Reduced |
| Salem Investment Counselors Inc | 896 | $133.0K | 0.00% | −15−1.6% | Reduced |
| CoreCap Advisors, LLC | 909 | $134.9K | 0.01% | −53−5.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 910 | $135.1K | 0.05% | +170+23.0% | Added |
| SRS Capital Advisors, Inc. | 910 | $135.1K | 0.01% | −48−5.0% | Reduced |
| Exchange Traded Concepts, LLC | 934 | $138.7K | 0.00% | +73+8.5% | Added |
| Bellevue Asset Management, LLC | 941 | $139.8K | 0.08% | +1+0.1% | Added |
| TCTC Holdings, LLC | 954 | $141.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 971 | $144.2K | 0.00% | −123−11.2% | Reduced |
| CVA Family Office, LLC | 1,014 | $150.6K | 0.02% | +52+5.4% | Added |
| Virtus Investment Advisers, Inc. | 1,020 | $151.5K | 0.04% | +1,020 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,100 | $163.3K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,103 | $163.8K | 0.01% | +40+3.8% | Added |
| Ci Investments Inc. | 1,104 | $164.0K | 0.00% | −67−5.7% | Reduced |
| Lazard Asset Management LLC | 1,137 | $167.0K | 0.00% | −873−43.4% | Reduced |
| Skopos Labs, Inc. | 1,131 | $167.9K | 0.04% | −1−0.1% | Reduced |
| Smartleaf Asset Management LLC | 1,189 | $173.1K | 0.02% | +429+56.4% | Added |
| Signaturefd, LLC | 1,168 | $173.5K | 0.00% | +123+11.8% | Added |
| Bartlett & Co. Wealth Management LLC | 1,177 | $174.8K | 0.00% | +1+0.1% | Added |
| Fiduciary Wealth Partners, LLC | 1,296 | $192.4K | 0.17% | +1,296 | New |
| Northwestern Mutual Wealth Management Co | 1,298 | $192.7K | 0.00% | −93−6.7% | Reduced |
| Leonteq Securities AG | 1,323 | $196.5K | 0.02% | +1,280+2,976.7% | Added |
| Supplemental Annuity Collective Trust of NJ | 1,350 | $200.5K | 0.06% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,427 | $201.6K | 0.07% | +1,427 | New |
| Pensionmark Financial Group, LLC | 1,360 | $201.9K | 0.01% | −200−12.8% | Reduced |
| Tempus Wealth Planning, LLC | 1,372 | $203.7K | 0.06% | −2,334−63.0% | Reduced |
| Graypoint LLC | 1,385 | $205.7K | 0.01% | −46−3.2% | Reduced |
| Callan Family Office, LLC | 1,385 | $205.7K | 0.02% | +1,385 | New |
| Marco Investment Management LLC | 1,390 | $206.4K | 0.02% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 1,463 | $206.9K | 0.01% | +1,463 | New |
| Shell Asset Management Co | 1,397 | $207.0K | 0.01% | −117−7.7% | Reduced |
| Atomi Financial Group, Inc. | 1,401 | $208.1K | 0.01% | +1,401 | New |
| Warren Averett Asset Management, LLC | 1,404 | $208.5K | 0.00% | +1,404 | New |
| Headlands Technologies LLC | 1,406 | $208.8K | 0.02% | +1,406 | New |
| First Western Trust Bank | 1,410 | $209.4K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 1,414 | $209.9K | 0.00% | −156−9.9% | Reduced |
| HM Payson & Co | 1,419 | $210.7K | 0.00% | −150−9.6% | Reduced |
| Berry Wealth Group, LP | 1,451 | $215.5K | 0.17% | +1,451 | New |
| Curtis Advisory Group, LLC | 1,455 | $216.1K | 0.06% | −98−6.3% | Reduced |