Institutional Ownership Extra Space Storage Inc. (EXR)
This table provides information about the institutional ownership of Extra Space Storage Inc. (EXR). We have compiled data on the 880 institutions that hold shares in the stock, with a total of 205 Million shares, which have been reported (via 13F filing form) to have a value of $29.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
1,895
shares
|
$274,547
0.0% of portfolio
|
Q1 2025
Added 7.18%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
1,873
shares
|
$271,360
0.02% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
1,869
shares
|
$270,780
0.03% of portfolio
|
Q1 2025
Reduced 18.24%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
1,864
shares
|
$270,056
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
1,855
shares
|
$268,752
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
1,840
shares
|
$266,579
0.02% of portfolio
|
Q1 2024
Reduced 2.34%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,834
shares
|
$265,709
0.01% of portfolio
|
Q1 2024
Added 0.27%
|
|
|
Phocas Financial Corp.
Alameda, CA |
Aug 05, 2025 Q2 2025 |
1,826
shares
|
$264,550
0.04% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
1,825
shares
|
$264,406
0.06% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
1,813
shares
|
$262,667
0.01% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
1,811
shares
|
$262,377
0.0% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
1,779
shares
|
$257,741
0.01% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,778
shares
|
$257,596
0.0% of portfolio
|
Q2 2024
Added 0.34%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
1,769
shares
|
$256,292
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,767
shares
|
$256,002
0.03% of portfolio
|
Q2 2025
Reduced 18.42%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
1,753
shares
|
$253,974
0.0% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
1,751
shares
|
$253,684
0.02% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Aug 12, 2025 Q2 2025 |
1,750
shares
|
$253,540
0.13% of portfolio
|
Q4 2021
Added 40.0%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
1,726
shares
|
$250,062
0.04% of portfolio
|
Q2 2025
Reduced 7.0%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
1,722
shares
|
$249,483
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
1,707
shares
|
$247,310
0.0% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
1,707
shares
|
$247,310
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Aug 21, 2025 Q2 2025 |
1,699
shares
|
$246,151
0.08% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jul 30, 2025 Q2 2025 |
1,694
shares
|
$245,426
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Fulcrum Capital LLC
|
Jul 24, 2025 Q2 2025 |
1,693
shares
|
$245,281
0.05% of portfolio
|
Q1 2025
Added 2.05%
|