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 |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
101
shares
|
$14,632
0.01% of portfolio
|
Q2 2025
Reduced 72.02%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
100
shares
|
$14,488
0.0% of portfolio
|
Q1 2024
Reduced 10.71%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
100
shares
|
$14,488
0.0% of portfolio
|
Q2 2025
Reduced 94.45%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
100
shares
|
$14,488
0.0% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
99
shares
|
$14,343
0.0% of portfolio
|
Q2 2025
Added 175.0%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
98
shares
|
$14,198
0.0% of portfolio
|
Q3 2024
Reduced 25.76%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
97
shares
|
$14,053
0.01% of portfolio
|
Q2 2025
Reduced 50.51%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
95
shares
|
$13,763
0.0% of portfolio
|
Q2 2025
Reduced 6.86%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
90
shares
|
$13,039
0.0% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
89
shares
|
$12,894
0.01% of portfolio
|
Q2 2022
Reduced 8.25%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
87
shares
|
$12,604
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
79
shares
|
$11,445
0.0% of portfolio
|
Q2 2025
Reduced 10.23%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
75
shares
|
$10,866
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
75
shares
|
$10,866
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
73
shares
|
$10,576
0.0% of portfolio
|
Q2 2025
Reduced 75.83%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
72
shares
|
$10,431
0.0% of portfolio
|
Q2 2025
Reduced 42.4%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
72
shares
|
$10,431
0.0% of portfolio
|
Q2 2025
Reduced 21.74%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
72
shares
|
$10,431
0.0% of portfolio
|
Q2 2025
Added 10.77%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
65
shares
|
$9,417
0.0% of portfolio
|
Q1 2024
Reduced 49.22%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
65
shares
|
$9,417
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
64
shares
|
$9,272
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
64
shares
|
$9,272
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
62
shares
|
$8,982
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
59
shares
|
$8,547
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
56
shares
|
$8,113
0.0% of portfolio
|
Q2 2025
Reduced 6.67%
|