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 |
|---|---|---|---|---|---|
| Curtis Advisory Group, LLC | 1,455 | $216.1K | 0.06% | −98−6.3% | Reduced |
| Berry Wealth Group, LP | 1,451 | $215.5K | 0.17% | +1,451 | New |
| HM Payson & Co | 1,419 | $210.7K | 0.00% | −150−9.6% | Reduced |
| Stephens Inc | 1,414 | $209.9K | 0.00% | −156−9.9% | Reduced |
| First Western Trust Bank | 1,410 | $209.4K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,406 | $208.8K | 0.02% | +1,406 | New |
| Warren Averett Asset Management, LLC | 1,404 | $208.5K | 0.00% | +1,404 | New |
| Atomi Financial Group, Inc. | 1,401 | $208.1K | 0.01% | +1,401 | New |
| Shell Asset Management Co | 1,397 | $207.0K | 0.01% | −117−7.7% | Reduced |
| Diversify Advisory Services, LLC | 1,463 | $206.9K | 0.01% | +1,463 | New |
| Marco Investment Management LLC | 1,390 | $206.4K | 0.02% | 00.0% | Unchanged |
| 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 |
| Tempus Wealth Planning, LLC | 1,372 | $203.7K | 0.06% | −2,334−63.0% | Reduced |
| Pensionmark Financial Group, LLC | 1,360 | $201.9K | 0.01% | −200−12.8% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,427 | $201.6K | 0.07% | +1,427 | New |
| Supplemental Annuity Collective Trust of NJ | 1,350 | $200.5K | 0.06% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,323 | $196.5K | 0.02% | +1,280+2,976.7% | Added |
| Northwestern Mutual Wealth Management Co | 1,298 | $192.7K | 0.00% | −93−6.7% | Reduced |
| Fiduciary Wealth Partners, LLC | 1,296 | $192.4K | 0.17% | +1,296 | New |
| Bartlett & Co. Wealth Management LLC | 1,177 | $174.8K | 0.00% | +1+0.1% | Added |
| Signaturefd, LLC | 1,168 | $173.5K | 0.00% | +123+11.8% | Added |
| Smartleaf Asset Management LLC | 1,189 | $173.1K | 0.02% | +429+56.4% | Added |
| Skopos Labs, Inc. | 1,131 | $167.9K | 0.04% | −1−0.1% | Reduced |
| Lazard Asset Management LLC | 1,137 | $167.0K | 0.00% | −873−43.4% | Reduced |
| Ci Investments Inc. | 1,104 | $164.0K | 0.00% | −67−5.7% | Reduced |
| Spire Wealth Management | 1,103 | $163.8K | 0.01% | +40+3.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,100 | $163.3K | 0.01% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 1,020 | $151.5K | 0.04% | +1,020 | New |
| CVA Family Office, LLC | 1,014 | $150.6K | 0.02% | +52+5.4% | Added |
| Parallel Advisors, LLC | 971 | $144.2K | 0.00% | −123−11.2% | Reduced |
| TCTC Holdings, LLC | 954 | $141.7K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 941 | $139.8K | 0.08% | +1+0.1% | Added |
| Exchange Traded Concepts, LLC | 934 | $138.7K | 0.00% | +73+8.5% | Added |
| SRS Capital Advisors, Inc. | 910 | $135.1K | 0.01% | −48−5.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 910 | $135.1K | 0.05% | +170+23.0% | Added |
| CoreCap Advisors, LLC | 909 | $134.9K | 0.01% | −53−5.5% | Reduced |
| Salem Investment Counselors Inc | 896 | $133.0K | 0.00% | −15−1.6% | Reduced |
| Covestor Ltd | 872 | $129.0K | 0.09% | −48−5.2% | Reduced |
| HHM Wealth Advisors, LLC | 861 | $127.8K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 857 | $127.0K | 0.00% | +857 | New |
| Whittier Trust Co of Nevada Inc | 844 | $125.3K | 0.00% | −2−0.2% | Reduced |
| Ronald Blue Trust, Inc. | 839 | $124.6K | 0.00% | +15+1.8% | Added |
| Boston Private Wealth LLC | 825 | $122.6K | 0.01% | +825 | New |
| Parvin Asset Management, LLC | 781 | $116.0K | 0.13% | +365+87.7% | Added |
| Y.D. More Investments Ltd | 753 | $111.8K | 0.01% | +753 | New |
| Umb Bank N A | 742 | $110.2K | 0.00% | −89−10.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 715 | $106.2K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 706 | $104.8K | 0.00% | +66+10.3% | Added |
| EverSource Wealth Advisors, LLC | 689 | $102.3K | 0.01% | −177−20.4% | Reduced |
| ESL Trust Services, LLC | 671 | $99.6K | 0.02% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 663 | $98.4K | 0.06% | +12+1.8% | Added |
| Massmutual Trust Co FSB | 660 | $98.0K | 0.00% | +196+42.2% | Added |
| Sherman Asset Management, Inc. | 626 | $93.0K | 0.09% | 00.0% | Unchanged |
| Central Trust Co | 618 | $91.8K | 0.00% | −286−31.6% | Reduced |
| Lindbrook Capital, LLC | 614 | $91.2K | 0.01% | +91+17.4% | Added |
| Brown Brothers Harriman & Co | 606 | $90.0K | 0.00% | −3−0.5% | Reduced |
| Parkside Financial Bank & Trust | 602 | $89.4K | 0.01% | +28+4.9% | Added |
| Alpine Bank Wealth Management | 582 | $86.4K | 0.01% | +582 | New |
| Generali Asset Management SPA SGR | 561 | $83.3K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 558 | $82.9K | 0.01% | +111+24.8% | Added |
| Muzinich & Co., Inc. | 548 | $81.4K | 0.05% | 00.0% | Unchanged |
| Avalon Trust Co | 532 | $79.0K | 0.01% | +532 | New |
| Wayfinding Financial, LLC | 513 | $76.0K | 0.03% | +513 | New |
| Beacon Capital Management, LLC | 503 | $74.7K | 0.01% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 500 | $74.2K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 448 | $66.5K | 0.01% | +37+9.0% | Added |
| Armstrong Advisory Group, Inc | 418 | $62.5K | 0.00% | 00.0% | Unchanged |
| American National Bank | 400 | $59.4K | 0.01% | 00.0% | Unchanged |
| Mechanics Financial Corp | 389 | $57.8K | 0.03% | 00.0% | Unchanged |
| True Wealth Design, LLC | 361 | $53.6K | 0.02% | +302+511.9% | Added |
| Asset Planning,Inc | 350 | $52.0K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 336 | $49.9K | 0.00% | +336 | New |
| Quent Capital, LLC | 327 | $48.6K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 313 | $46.5K | 0.01% | +2+0.6% | Added |
| Hexagon Capital Partners LLC | 312 | $46.3K | 0.01% | −1−0.3% | Reduced |
| Tobam | 308 | $46.0K | 0.02% | −649−67.8% | Reduced |
| Smithfield Trust Co | 309 | $46.0K | 0.00% | −44−12.5% | Reduced |
| Rothschild Investment LLC | 308 | $45.7K | 0.00% | +21+7.3% | Added |
| Logan Capital Management Inc | 302 | $44.8K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 291 | $43.2K | 0.02% | +31+11.9% | Added |
| Bruce G. Allen Investments, LLC | 257 | $38.2K | 0.03% | −14−5.2% | Reduced |
| Davis Capital Management | 245 | $36.4K | 0.03% | 00.0% | Unchanged |
| Hemington Wealth Management | 247 | $36.0K | 0.01% | −11−4.3% | Reduced |
| Hantz Financial Services, Inc. | 236 | $35.0K | 0.00% | −72−23.4% | Reduced |
| Dynamic Wealth Strategies, LLC | 196 | $29.1K | 0.02% | +196 | New |
| Centerpoint Advisors, LLC | 181 | $27.0K | 0.01% | +2+1.1% | Added |
| Newbridge Financial Services Group, Inc. | 180 | $26.7K | 0.01% | −27−13.0% | Reduced |
| Creekmur Asset Management LLC | 164 | $24.4K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 162 | $24.0K | 0.00% | −9−5.3% | Reduced |
| Golden State Wealth Management, LLC | 159 | $23.6K | 0.00% | −5−3.0% | Reduced |
| NBC Securities, Inc. | 160 | $23.0K | 0.00% | +160 | New |
| 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 |
| DT Investment Partners, LLC | 142 | $21.1K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 139 | $20.6K | 0.01% | +1+0.7% | Added |
| Bank of New Hampshire | 138 | $20.5K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 134 | $19.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 128 | $19.0K | 0.01% | −10−7.2% | Reduced |
| Richards, Merrill & Peterson, Inc. | 125 | $18.6K | 0.01% | 00.0% | Unchanged |