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 874 institutions that hold shares in the stock, with a total of 198 Million shares, which have been reported (via 13F filing form) to have a value of $26.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
11
shares
|
$1,462
0.0% of portfolio
|
Q3 2025
Added 22.22%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
10
shares
|
$1,329
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
10
shares
|
$1,329
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
10
shares
|
$1,329
0.0% of portfolio
|
Q2 2022
Reduced 33.33%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
9
shares
|
$1,196
0.0% of portfolio
|
Q3 2025
Reduced 18.18%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
9
shares
|
$1,196
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
8
shares
|
$1,063
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
7
shares
|
$930
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
7
shares
|
$930
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
7
shares
|
$930
0.0% of portfolio
|
Q4 2024
Reduced 82.93%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
7
shares
|
$930
0.0% of portfolio
|
Q3 2025
Reduced 36.36%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
7
shares
|
$930
0.0% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
6
shares
|
$797
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
6
shares
|
$797
0.0% of portfolio
|
Q3 2025
Reduced 99.43%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
6
shares
|
$797
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
6
shares
|
$797
0.0% of portfolio
|
Q3 2025
Reduced 14.29%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
5
shares
|
$664
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
5
shares
|
$664
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
5
shares
|
$664
0.0% of portfolio
|
Q3 2025
Reduced 54.55%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
4
shares
|
$531
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
4
shares
|
$531
0.0% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
4
shares
|
$531
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
4
shares
|
$531
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
4
shares
|
$531
0.0% of portfolio
|
Q3 2025
Added 300.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
4
shares
|
$531
0.0% of portfolio
|
Q2 2025
Reduced 71.43%
|
|