EXTRA SPACE STORAGE INC EXR
COM · REIT · CUSIP 30225T102 · ISIN US30225T1025
American self-storage company
- SectorReal estate
- IndustryReal Estate Investment Trusts
- HeadquartersSalt Lake City, UT
- Founded1977
- Websiteextraspace.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($73.3m this quarter). Holder counts are more reliable. Shares outstanding: 212.2m as of 2025-10-27, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $140.73. Options: 10 managers hold calls ($29.0m notional), 8 hold puts ($18.4m).
Trends to Q3 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 628 |
| Q4 2022 | 591 |
| Q1 2023 | 580 |
| Q2 2023 | 579 |
| Q3 2023 | 656 |
| Q4 2023 | 717 |
| Q1 2024 | 708 |
| Q2 2024 | 752 |
| Q3 2024 | 772 |
| Q4 2024 | 784 |
| Q1 2025 | 803 |
| Q2 2025 | 811 |
| Q3 2025 | 793 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2023 | 319 | 337 |
| Q1 2024 | 319 | 318 |
| Q2 2024 | 359 | 301 |
| Q3 2024 | 338 | 338 |
| Q4 2024 | 333 | 348 |
| Q1 2025 | 394 | 343 |
| Q2 2025 | 391 | 360 |
| Q3 2025 | 350 | 376 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2024 | $22.6m | $17.0m | 0.75 |
| Q1 2025 | $18.1m | $37.7m | 2.08 |
| Q2 2025 | $14.6m | $17.5m | 1.20 |
| Q3 2025 | $29.0m | $18.4m | 0.63 |
Biggest buyers
| JPMORGAN CHASE & CO | Added | +3.2m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +2.0m |
| DEUTSCHE BANK AG\ | Added | +1.5m |
| Resolution Capital Ltd | Added | +872.6k |
| Russell Investments Group, Ltd. | Added | +665.2k |
| Diamond Hill Capital Management, LLC (Investment Advisor) | Added | +526.2k |
| PRINCIPAL FINANCIAL GROUP INC | Added | +406.1k |
| BARCLAYS PLC | Added | +379.2k |
| ALLIANCEBERNSTEIN L.P. | Added | +343.1k |
| Ruffer LLP | New | +336.9k |
Biggest sellers
| Hamlin Capital Management, LLC | Sold out | -900.0k |
| CITADEL ADVISORS LLC | Reduced | -824.3k |
| Balyasny Asset Management L.P. | Reduced | -570.2k |
| MARSHALL WACE, LLP | Reduced | -466.7k |
| MANNING & NAPIER ADVISORS LLC | Reduced | -440.5k |
| Invesco Ltd. | Reduced | -438.4k |
| GOLDMAN SACHS GROUP INC | Reduced | -413.9k |
| ROYAL BANK OF CANADA | Reduced | -347.1k |
| Alyeska Investment Group, L.P. | Reduced | -344.5k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -314.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $7.8m55.5k shares |
| CITADEL ADVISORS LLC | Added | $6.9m49.2k shares |
| Twin Tree Management, LP | New | $4.9m35.1k shares |
| JANE STREET GROUP, LLC | Added | $4.6m32.8k shares |
| IMC-Chicago, LLC | New | $1.6m11.2k shares |
| WOLVERINE TRADING, LLC | Added | $1.3m9.1k shares |
| Greenland Capital Management LP | New | $704.7k5.0k shares |
| SIMPLEX TRADING, LLC | Added | $676.0k4.8k shares |
| Walleye Trading LLC | Reduced | $253.7k1.8k shares |
| GROUP ONE TRADING LLC | Added | $183.2k1.3k shares |
Biggest puts
| UBS Group AG | Added | $7.9m55.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $4.6m32.3k shares |
| CITADEL ADVISORS LLC | Reduced | $2.5m17.6k shares |
| WOLVERINE TRADING, LLC | Added | $1.3m9.2k shares |
| Walleye Trading LLC | Added | $831.5k5.9k shares |
| JANE STREET GROUP, LLC | Added | $690.6k4.9k shares |
| CAPSTONE INVESTMENT ADVISORS, LLC | Added | $465.1k3.3k shares |
| SIMPLEX TRADING, LLC | Added | $183.0k1.3k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 8.7% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.6% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q3 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2023 | 1 | $496.5k | 1 | $7.4m | — |
| Q1 2024 | 0 | — | 3 | $717.3k | — |
| Q2 2024 | 0 | — | 1 | $100.3k | — |
| Q3 2024 | 0 | — | 4 | $3.2m | — |
| Q4 2024 | 0 | — | 2 | $1.8m | — |
| Q1 2025 | 0 | — | 4 | $1.4m | — |
| Q2 2025 | 0 | — | 1 | $1.1m | — |
| Q3 2025 | 0 | — | 1 | $1.1m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-07-01 | Margolis Joseph D Chief Executive Officer, director · J Margolis & K Margolis TTEE | Sold | $1.1m7.5k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q3 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.07% of their portfolio | 34.4m $4.9bn | Added +161.2k |
| BlackRock, Inc. 0.05% of their portfolio | 21.4m $3.0bn | Reduced -38.8k |
| COHEN & STEERS, INC. 3.58% of their portfolio | 14.1m $2.0bn | Added +71.0k |
| STATE STREET CORP 0.07% of their portfolio | 13.9m $2.0bn | Added +230.7k |
| JPMORGAN CHASE & CO 0.03% of their portfolio | 7.7m $1.1bn | Added +3.2m |
| Capital World Investors 0.14% of their portfolio | 7.2m $1.0bn | Added +33.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.48% of their portfolio | 6.7m $946.5m | Added +406.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.05% of their portfolio | 5.9m $826.8m | Added +93.9k |
| Capital International Investors 0.08% of their portfolio | 3.6m $507.1m | Added +35.8k |
| DIMENSIONAL FUND ADVISORS LP 0.09% of their portfolio | 3.1m $439.0m | Added +59.3k |
| Invesco Ltd. 0.07% of their portfolio | 3.0m $417.3m | Reduced -438.4k |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC 4.14% of their portfolio | 2.9m $411.6m | Added +227.3k |
| NORTHERN TRUST CORP 0.05% of their portfolio | 2.9m $404.1m | Added +23.7k |
| Resolution Capital Ltd 7.74% of their portfolio | 2.8m $397.9m | Added +872.6k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.12% of their portfolio | 2.7m $387.5m | Reduced -314.0k |
| Daiwa Securities Group Inc. 1.23% of their portfolio | 2.6m $365.0m | Reduced -68.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.06% of their portfolio | 2.6m $362.3m | Added +37.4k |
| APG Asset Management US Inc. 2.64% of their portfolio | 2.5m $357.6m | Unchanged |
| Diamond Hill Capital Management, LLC (Investment Advisor) 1.61% of their portfolio | 2.4m $340.2m | Added +526.2k |
| DEUTSCHE BANK AG\ 0.11% of their portfolio | 2.3m $321.8m | Added +1.5m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% of their portfolio | 2.2m $308.3m | Added +2.0m |
| GOLDMAN SACHS GROUP INC 0.04% of their portfolio | 2.1m $302.5m | Reduced -413.9k |
| Legal & General Group Plc 0.06% of their portfolio | 2.0m $288.9m | Reduced -47.4k |
| Nuveen, LLC 0.07% of their portfolio | 1.8m $250.1m | Reduced -145.6k |
| MORGAN STANLEY 0.01% of their portfolio | 1.7m $241.7m | Reduced -47.6k |
| First Eagle Investment Management, LLC 0.40% of their portfolio | 1.6m $222.3m | Reduced -6.4k |
| AQR CAPITAL MANAGEMENT LLC 0.14% of their portfolio | 1.5m $212.6m | Added +7.8k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.14% of their portfolio | 1.5m $205.5m | Added +315.2k |
| PGGM Investments 3.32% of their portfolio | 1.5m $205.5m | Added +75.2k |
| Russell Investments Group, Ltd. 0.23% of their portfolio | 1.4m $203.2m | Added +665.2k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 1.3m $184.7m | Reduced -54.6k |
| FMR LLC 0.01% of their portfolio | 1.3m $182.2m | Reduced -44.7k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 2.58% of their portfolio | 1.3m $180.6m | Added +36.9k |
| Boston Partners 0.15% of their portfolio | 1.0m $144.6m | Added +20.9k |
| MARSHALL WACE, LLP 0.16% of their portfolio | 1.0m $142.4m | Reduced -466.7k |
| UBS Group AG 0.03% of their portfolio | 995.1k $140.2m | Reduced -239.9k |
| ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio | 956.6k $134.8m | Added +343.1k |
| SEI INVESTMENTS CO 0.12% of their portfolio | 810.7k $114.3m | Added +35.5k |
| BARCLAYS PLC 0.04% of their portfolio | 773.9k $109.1m | Added +379.2k |
| HSBC HOLDINGS PLC 0.06% of their portfolio | 772.3k $108.8m | Added +168.5k |
| Sumitomo Mitsui Trust Group, Inc. 0.05% of their portfolio | 674.4k $95.0m | Reduced -131.3k |
| Amundi 0.03% of their portfolio | 645.8k $91.4m | Reduced -125.7k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 634.1k $89.4m | Reduced -24.0k |
| Swiss National Bank 0.05% of their portfolio | 611.7k $86.2m | Reduced -30.7k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.06% of their portfolio | 589.4k $83.1m | Added +34.5k |
| Thrivent Financial for Lutherans 0.16% of their portfolio | 589.3k $83.1m | Added +162.8k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.12% of their portfolio | 522.6k $73.7m | Reduced -42.8k |
| CANADA LIFE ASSURANCE Co 0.10% of their portfolio | 488.2k $69.0m | Added +20.5k |
| PRUDENTIAL FINANCIAL INC 0.08% of their portfolio | 473.3k $66.7m | Reduced -197.9k |
| Pictet Asset Management Holding SA 0.06% of their portfolio | 467.4k $65.9m | Added +380 |
| MACQUARIE GROUP LTD 0.08% of their portfolio | 462.2k $65.1m | Added +10.1k |
| STRS OHIO 0.23% of their portfolio | 445.1k $62.7m | Added +24.7k |
| VOYA INVESTMENT MANAGEMENT LLC 0.06% of their portfolio | 419.9k $59.2m | Reduced -31.9k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 410.7k $55.0m | Added +48.4k |
| RHUMBLINE ADVISERS 0.05% of their portfolio | 408.3k $57.5m | Reduced -34.8k |
| Asset Management One Co., Ltd. 0.17% of their portfolio | 406.2k $57.3m | Added +3.8k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 399.5k $56.3m | Added +2.0k |
| California Public Employees Retirement System 0.03% of their portfolio | 393.4k $55.4m | Added +6.5k |
| NOMURA ASSET MANAGEMENT CO LTD 0.14% of their portfolio | 381.6k $53.8m | Added +8.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio | 368.8k $52.0m | Added +35.1k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.16% of their portfolio | 365.9k $51.6m | Reduced -3.0k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 362.1k $51.0m | Added +25.3k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.04% of their portfolio | 355.5k $50.3m | Added +335.0k |
| Ruffer LLP 2.64% of their portfolio | 336.9k $47.5m | New |
| National Pension Service 0.04% of their portfolio | 331.0k $46.6m | Added +11.9k |
| Capital Research Global Investors 0.01% of their portfolio | 322.3k $45.4m | Reduced -103.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.05% of their portfolio | 313.5k $44.2m | Reduced -6.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 312.6k $44.1m | Added +2.7k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 281.8k $39.7m | Reduced -122.8k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 279.5k $39.4m | Reduced -347.1k |
| Heitman Real Estate Securities LLC 2.69% of their portfolio | 279.0k $39.3m | Reduced -136.0k |
| Brookfield Corp /ON/ 0.04% of their portfolio | 273.9k $38.6m | Added +11.7k |
| AXA Investment Managers S.A. 0.10% of their portfolio | 269.3k $38.0m | First filing |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.21% of their portfolio | 262.5k $37.0m | Added +27.1k |
| Aberdeen Group plc 0.05% of their portfolio | 243.3k $34.4m | Added +12.9k |
| Woodline Partners LP 0.16% of their portfolio | 242.9k $34.2m | Added +219.9k |
| NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio | 238.8k $33.7m | Added +26.6k |
| Adelante Capital Management LLC 0.32% of their portfolio | 238.3k $4.7m | Reduced -4.7k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.05% of their portfolio | 238.2k $33.6m | Reduced -16.2k |
| Focus Partners Wealth 0.05% of their portfolio | 234.6k $32.9m | Added +74.5k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 230.7k $32.5m | Reduced -21.4k |
| CITIGROUP INC 0.02% of their portfolio | 230.1k $32.4m | Reduced -62.3k |
| State of New Jersey Common Pension Fund D 0.11% of their portfolio | 218.9k $30.9m | Added +2.2k |
| Nan Shan Life Insurance Co., Ltd. 0.65% of their portfolio | 218.6k $30.8m | Unchanged |
| Alyeska Investment Group, L.P. 0.09% of their portfolio | 210.8k $29.7m | Reduced -344.5k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.05% of their portfolio | 198.6k $28.0m | Reduced -9.3k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% of their portfolio | 193.9k $27.3m | Added +8.5k |
| Ensign Peak Advisors, Inc 0.04% of their portfolio | 193.4k $27.3m | Reduced -10.5k |
| CIBC WORLD MARKET INC. 0.06% of their portfolio | 190.9k $26.9m | Added +31.0k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 189.7k $26.7m | Reduced -136.1k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.05% of their portfolio | 178.5k $25.2m | Reduced -246 |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 175.8k $24.8m | Added +16.6k |
| Gradient Investments LLC 0.41% of their portfolio | 175.0k $24.7m | Reduced -55.1k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% of their portfolio | 173.3k $24.4m | Added +44.9k |
| Swedbank AB 0.02% of their portfolio | 171.9k $24.2m | Added +489 |
| Retirement Systems of Alabama 0.08% of their portfolio | 166.1k $23.4m | Reduced -258 |
| Hazelview Securities Inc. 4.28% of their portfolio | 161.1k $22.7m | New |
| AVIVA PLC 0.04% of their portfolio | 160.2k $22.6m | Added +1.6k |
| CIBC Bancorp USA Inc. 0.13% of their portfolio | 155.1k $21.9m | First filing |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.14% of their portfolio | 152.7k $21.5m | Reduced -13.1k |