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 877 institutions that hold shares in the stock, with a total of 200 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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
53
shares
|
$7,881
0.0% of portfolio
|
Q1 2025
Added 1666.67%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
53
shares
|
$7,881
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
51
shares
|
$7,584
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
50
shares
|
$7,435
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
50
shares
|
$7,435
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
50
shares
|
$7,435
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
47
shares
|
$6,989
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
46
shares
|
$6,840
0.0% of portfolio
|
Q1 2025
Added 360.0%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
44
shares
|
$6,543
0.0% of portfolio
|
Q4 2023
Reduced 26.67%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
41
shares
|
$6,097
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
40
shares
|
$5,948
0.0% of portfolio
|
Q2 2023
Added 60.0%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
39
shares
|
$5,799
0.0% of portfolio
|
Q4 2023
Reduced 4.88%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
39
shares
|
$5,799
0.0% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
39
shares
|
$5,799
0.0% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
36
shares
|
$5,353
0.0% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
34
shares
|
$5,056
0.0% of portfolio
|
Q1 2025
Reduced 49.25%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
32
shares
|
$4,758
0.0% of portfolio
|
Q1 2025
Added 28.0%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
31
shares
|
$4,610
0.0% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
30
shares
|
$4,461
0.01% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
27
shares
|
$4,015
0.0% of portfolio
|
Q3 2023
Added 58.82%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
25
shares
|
$3,717
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
25
shares
|
$3,717
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
25
shares
|
$3,717
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
25
shares
|
$3,717
0.0% of portfolio
|
Q1 2025
Reduced 21.88%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
25
shares
|
$3,717
0.0% of portfolio
|
Q1 2025
New holding
|