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 ($47.8m this quarter). Holder counts are more reliable. Shares outstanding: 211.3m as of 2026-04-24, 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 ≈ $130.96. Options: 8 managers hold calls ($33.3m notional), 9 hold puts ($17.2m).
Trends to Q1 2026
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 |
| Q4 2025 | 745 |
| Q1 2026 | 768 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 359 | 301 |
| Q3 2024 | 338 | 338 |
| Q4 2024 | 333 | 348 |
| Q1 2025 | 394 | 343 |
| Q2 2025 | 391 | 360 |
| Q3 2025 | 350 | 376 |
| Q4 2025 | 260 | 427 |
| Q1 2026 | 350 | 326 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $14.6m | $17.5m | 1.20 |
| Q3 2025 | $29.0m | $18.4m | 0.63 |
| Q4 2025 | $16.2m | $12.7m | 0.78 |
| Q1 2026 | $33.3m | $17.2m | 0.52 |
Biggest buyers
| Capital Research Global Investors | Added | +6.2m |
| FMR LLC | Added | +2.1m |
| First Eagle Investment Management, LLC | Added | +1.3m |
| PRUDENTIAL FINANCIAL INC | Added | +1.1m |
| CITADEL ADVISORS LLC | Added | +845.9k |
| Invesco Ltd. | Added | +781.3k |
| VOYA INVESTMENT MANAGEMENT LLC | Added | +736.4k |
| COHEN & STEERS, INC. | Added | +433.0k |
| Balyasny Asset Management L.P. | Added | +344.4k |
| Freestone Grove Partners LP | New | +312.7k |
Biggest sellers
| Capital International Investors | Reduced | -5.5m |
| Capital World Investors | Reduced | -2.3m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -2.1m |
| JPMORGAN CHASE & CO | Reduced | -846.9k |
| HSBC HOLDINGS PLC | Reduced | -800.4k |
| CANADA PENSION PLAN INVESTMENT BOARD | Reduced | -631.6k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -631.5k |
| Resolution Capital Ltd | Reduced | -628.2k |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | Reduced | -534.9k |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -425.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $10.7m81.9k shares |
| Twin Tree Management, LP | Added | $9.9m75.3k shares |
| JANE STREET GROUP, LLC | Added | $5.1m38.8k shares |
| CITADEL ADVISORS LLC | Added | $3.5m26.7k shares |
| IMC-Chicago, LLC | New | $1.6m12.0k shares |
| SIMPLEX TRADING, LLC | Added | $1.1m8.3k shares |
| Walleye Trading LLC | New | $760.6k5.8k shares |
| Capula Management Ltd | Not comparable | $629.4k4.8k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $4.6m35.4k shares |
| Twin Tree Management, LP | New | $4.5m34.6k shares |
| CITADEL ADVISORS LLC | Reduced | $2.5m19.2k shares |
| JANE STREET GROUP, LLC | Added | $2.4m18.3k shares |
| IMC-Chicago, LLC | New | $2.0m15.3k shares |
| Walleye Trading LLC | New | $668.8k5.1k shares |
| TUDOR INVESTMENT CORP ET AL | New | $288.5k2.2k shares |
| Capula Management Ltd | Not comparable | $104.9k800 shares |
| SIMPLEX TRADING, LLC | Added | $65.6k500 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 Q1 2026
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 |
|---|---|---|---|---|---|
| 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 | — |
| Q4 2025 | 0 | — | 1 | $1.1m | — |
| Q1 2026 | 0 | — | 1 | $1.1m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-13 | Margolis Joseph D Chief Executive Officer, director | 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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.05% of their portfolio | 22.5m $2.9bn | Reduced -56.6k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.13% of their portfolio | 18.4m $2.4bn | First filing |
| COHEN & STEERS, INC. 3.74% of their portfolio | 16.4m $2.2bn | Added +433.0k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 13.8m $1.8bn | First filing |
| STATE STREET CORP 0.06% of their portfolio | 13.7m $1.8bn | Reduced -151.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.45% of their portfolio | 6.4m $843.2m | Reduced -216.0k |
| Capital Research Global Investors 0.13% of their portfolio | 6.3m $820.1m | Added +6.2m |
| GEODE CAPITAL MANAGEMENT, LLC 0.05% of their portfolio | 6.1m $795.2m | Added +140.4k |
| Capital World Investors 0.09% of their portfolio | 4.8m $626.7m | Reduced -2.3m |
| FMR LLC 0.03% of their portfolio | 4.6m $603.4m | Added +2.1m |
| First Eagle Investment Management, LLC 0.85% of their portfolio | 3.8m $503.4m | Added +1.3m |
| Invesco Ltd. 0.05% of their portfolio | 3.8m $502.6m | Added +781.3k |
| DIMENSIONAL FUND ADVISORS LP 0.09% of their portfolio | 3.2m $420.5m | Added +33.6k |
| JPMORGAN CHASE & CO 0.03% of their portfolio | 3.1m $397.3m | Reduced -846.9k |
| Daiwa Securities Group Inc. 1.11% of their portfolio | 2.9m $383.9m | Added +150.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.06% of their portfolio | 2.8m $367.6m | Added +90.6k |
| APG Asset Management US Inc. 2.79% of their portfolio | 2.7m $362.4m | Added +149.1k |
| NORTHERN TRUST CORP 0.05% of their portfolio | 2.7m $353.6m | Reduced -9.2k |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC 3.39% of their portfolio | 2.5m $327.7m | Reduced -534.9k |
| ALLIANCEBERNSTEIN L.P. 0.10% of their portfolio | 2.3m $301.7m | Reduced -44.1k |
| DEUTSCHE BANK AG\ 0.09% of their portfolio | 2.2m $286.3m | Reduced -78.7k |
| Legal & General Group Plc 0.07% of their portfolio | 2.2m $282.3m | Reduced -73.8k |
| Diamond Hill Capital Management, LLC (Investment Advisor) 1.68% of their portfolio | 2.0m $268.6m | Reduced -334.3k |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 2.0m $258.2m | Reduced -313.0k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.08% of their portfolio | 1.8m $243.6m | Reduced -631.5k |
| MORGAN STANLEY 0.01% of their portfolio | 1.8m $230.5m | Added +107.1k |
| Nuveen, LLC 0.05% of their portfolio | 1.5m $196.9m | Reduced -182.5k |
| Resolution Capital Ltd 3.95% of their portfolio | 1.4m $188.0m | Reduced -628.2k |
| PRUDENTIAL FINANCIAL INC 0.21% of their portfolio | 1.3m $173.1m | Added +1.1m |
| Bank of New York Mellon Corp 0.03% of their portfolio | 1.2m $163.0m | Reduced -282.1k |
| Russell Investments Group, Ltd. 0.17% of their portfolio | 1.2m $159.0m | Reduced -3.6k |
| PGGM Investments 2.75% of their portfolio | 1.2m $157.0m | Reduced -212.3k |
| VANGUARD FIDUCIARY TRUST CO 0.04% of their portfolio | 1.2m $156.6m | First filing |
| Pictet Asset Management Holding SA 0.16% of their portfolio | 1.2m $154.6m | Reduced -182.9k |
| CITADEL ADVISORS LLC 0.10% of their portfolio | 1.1m $144.6m | Added +845.9k |
| Boston Partners 0.13% of their portfolio | 967.4k $126.9m | Reduced -40.2k |
| SEI INVESTMENTS CO 0.11% of their portfolio | 942.9k $123.6m | Reduced -24.6k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.08% of their portfolio | 935.1k $122.6m | Reduced -631.6k |
| HSBC HOLDINGS PLC 0.07% of their portfolio | 872.3k $114.3m | Reduced -800.4k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 780.2k $102.3m | Added +155.5k |
| VOYA INVESTMENT MANAGEMENT LLC 0.11% of their portfolio | 778.3k $102.1m | Added +736.4k |
| Capital International Investors 0.02% of their portfolio | 739.1k $96.9m | Reduced -5.5m |
| Amundi 0.03% of their portfolio | 709.5k $93.0m | Reduced -81.8k |
| UBS Group AG 0.02% of their portfolio | 652.6k $85.6m | Reduced -29.5k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.06% of their portfolio | 651.4k $85.4m | Added +36.9k |
| Sumitomo Mitsui Trust Group, Inc. 0.05% of their portfolio | 626.4k $82.1m | Reduced -23.2k |
| Swiss National Bank 0.05% of their portfolio | 622.8k $81.7m | Added +41.2k |
| BARCLAYS PLC 0.02% of their portfolio | 523.6k $68.7m | Reduced -68.7k |
| Thrivent Financial for Lutherans 0.13% of their portfolio | 509.1k $66.8m | Added +4.5k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.11% of their portfolio | 476.9k $62.6m | Reduced -88.4k |
| CANADA LIFE ASSURANCE Co 0.11% of their portfolio | 469.9k $61.7m | Added +1.7k |
| Vanguard Global Advisers, LLC 0.03% of their portfolio | 463.6k $60.8m | First filing |
| CITIGROUP INC 0.04% of their portfolio | 452.9k $59.4m | Added +125.6k |
| AQR CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 440.3k $56.7m | Reduced -425.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio | 412.3k $54.1m | Reduced -24.8k |
| NOMURA ASSET MANAGEMENT CO LTD 0.14% of their portfolio | 402.0k $52.7m | Added +11.0k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 401.8k $49.5m | Reduced -8.4k |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 397.3k $52.1m | Reduced -4.0k |
| Balyasny Asset Management L.P. 0.10% of their portfolio | 395.4k $51.8m | Added +344.4k |
| Asset Management One Co., Ltd. 0.15% of their portfolio | 388.3k $50.9m | Reduced -8.6k |
| California Public Employees Retirement System 0.03% of their portfolio | 371.0k $48.7m | Reduced -14.6k |
| National Pension Service 0.04% of their portfolio | 364.8k $47.8m | Reduced -21.1k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.04% of their portfolio | 364.8k $47.8m | First filing |
| STRS OHIO 0.19% of their portfolio | 358.5k $47.0m | Reduced -63.2k |
| Heitman Real Estate Securities LLC 3.01% of their portfolio | 319.1k $41.8m | Added +164.6k |
| Freestone Grove Partners LP 0.30% of their portfolio | 312.7k $41.0m | New |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.13% of their portfolio | 304.3k $39.9m | Reduced -49.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 304.0k $39.9m | Reduced -7.2k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 294.3k $38.6m | Added +20.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.04% of their portfolio | 294.2k $38.6m | Reduced -8.1k |
| SG Americas Securities, LLC 0.04% of their portfolio | 292.2k $38.3m | Added +103.4k |
| Apollo Management Holdings, L.P. 0.63% of their portfolio | 286.5k $37.6m | Reduced -7.2k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.06% of their portfolio | 283.1k $37.1m | Reduced -28.1k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% of their portfolio | 275.5k $36.1m | Reduced -12.7k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 266.9k $35.0m | Reduced -116.4k |
| Aberdeen Group plc 0.05% of their portfolio | 250.7k $32.9m | Added +3.3k |
| Vanguard Investments Australia, Ltd. 0.09% of their portfolio | 246.8k $32.4m | First filing |
| Woodline Partners LP 0.12% of their portfolio | 240.4k $31.5m | Added +80.3k |
| Focus Partners Wealth 0.03% of their portfolio | 219.9k $28.8m | Reduced -5.8k |
| State of New Jersey Common Pension Fund D 0.11% of their portfolio | 216.0k $28.3m | Unchanged |
| NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio | 215.9k $28.3m | Reduced -10.6k |
| Allianz Asset Management GmbH 0.03% of their portfolio | 215.2k $28.2m | Added +3.9k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 205.8k $27.0m | Reduced -17.0k |
| Adelante Capital Management LLC 0.27% of their portfolio | 196.2k $3.9m | Reduced -25.3k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 0.38% of their portfolio | 195.0k $25.6m | Reduced -135.4k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.02% of their portfolio | 192.3k $24.7m | Reduced -158.1k |
| State of Tennessee, Department of Treasury 0.08% of their portfolio | 191.6k $25.1m | Added +9.3k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.05% of their portfolio | 183.4k $24.1m | Added +3.4k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% of their portfolio | 183.2k $24.0m | Reduced -8.8k |
| MACQUARIE GROUP LTD 0.14% of their portfolio | 182.7k $24.0m | Reduced -20.3k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.04% of their portfolio | 182.0k $23.9m | Reduced -4.2k |
| Brookfield Corp /ON/ 0.03% of their portfolio | 178.0k $23.3m | Reduced -12.4k |
| AVIVA PLC 0.04% of their portfolio | 174.5k $22.9m | Added +5.0k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 171.7k $22.5m | Added +922 |
| Alyeska Investment Group, L.P. 0.06% of their portfolio | 170.3k $22.3m | Reduced -358.2k |
| CIBC Bancorp USA Inc. 0.03% of their portfolio | 167.2k $21.9m | First filing |
| Retirement Systems of Alabama 0.07% of their portfolio | 163.4k $21.4m | Reduced -329 |
| Gradient Investments LLC 0.33% of their portfolio | 162.8k $21.4m | Reduced -9.9k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 162.3k $21.3m | Reduced -52.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 160.4k $21.0m | Added +19.1k |