Extra Space Storage Ownership | Who Owns Extra Space Storage?
Extra Space Storage Ownership Summary
Extra Space Storage is owned by 94.44% institutional investors, 1.07% insiders, and 4.49% retail investors. Vanguard group is the largest institutional shareholder, holding 15.91% of EXR shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.85% of its assets in Extra Space Storage shares.
EXR Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Extra Space Storage | 94.44% | 1.07% | 4.49% |
Sector | Real Estate Stocks | 66.63% | 8.14% | 25.23% |
Industry | Industrial REIT Stocks | 83.42% | 3.37% | 13.21% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Vanguard group | 33.62M | 15.91% | $5.23B |
Blackrock | 21.14M | 10.01% | $3.29B |
Capital world investors | 19.59M | 9.27% | $3.04B |
State street | 13.16M | 6.23% | $2.05B |
Cohen & steers | 8.78M | 4.16% | $1.36B |
Norges bank | 6.81M | 3.22% | $1.06B |
Principal financial group | 6.70M | 3.16% | $1.00B |
Geode capital management | 5.76M | 2.73% | $892.85M |
Invesco | 3.83M | 1.81% | $595.56M |
Capital investors | 3.66M | 1.73% | $568.26M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Vert asset management | 93.47K | 4.79% | $13.98M |
Heitman real estate securities | 464.65K | 4.57% | $72.21M |
Aew capital management l p | 592.27K | 4.45% | $92.04M |
Centersquare investment management | 2.42M | 4.07% | $375.77M |
Hamlin capital management | 850.80K | 3.15% | $127.28M |
Gsi capital advisors | 32.21K | 2.95% | $5.01M |
Pggm investments | 1.30M | 2.90% | $202.45M |
Cohen & steers | 8.78M | 2.86% | $1.36B |
Uniplan investment counsel | 184.19K | 2.60% | $28.62M |
Jacobsen capital management | 38.84K | 2.47% | $5.81M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Norges bank | 6.81M | 0.16% | 6.81M |
Capital world investors | 19.59M | 0.50% | 3.35M |
Boston partners | 2.69M | 0.52% | 1.80M |
Manning & napier advisors | 781.99K | 1.34% | 718.27K |
Fmr | 3.08M | 0.03% | 557.74K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Pathway financial advisers | 11.25K | 0.56% | -2.01M |
Cohen & steers | 8.78M | 2.86% | -1.92M |
Ubs asset management americas | 240.48K | 0.01% | -1.46M |
Apg asset management | - | - | -1.13M |
Jpmorgan chase | 3.56M | 0.05% | -1.11M |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 6.81M | 0.16% | 6.81M | $1.06B |
Donaldson capital management | 174.70K | 1.14% | 174.70K | $27.15M |
Corebridge financial | 58.05K | 0.05% | 58.05K | $9.02M |
Fjarde ap-fonden (the fourth swedish national pensionfund) | 37.96K | 0.07% | 37.96K | $5.90M |
Mirae asset global etfs | 21.00K | 0.01% | 21.00K | $3.26M |
Sold Out
Holder | Change |
---|---|
Scarborough advisors | -1.00 |
Country trust bank | -1.00 |
Westend advisors | -1.00 |
Jfs wealth advisors | -1.00 |
Mendota financial group | -1.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 759 | 1.34% | 199,925,350 | -3.37% | 94 | 0.99% | 341 | -6.58% | 269 | 8.47% |
Jun 30, 2024 | 735 | 3.09% | 206,828,352 | 2.85% | 97 | 1.08% | 360 | 10.77% | 246 | -3.15% |
Mar 31, 2024 | 713 | -1.25% | 201,088,196 | -4.00% | 95 | 0.62% | 325 | -6.61% | 254 | -4.15% |
Dec 31, 2023 | 722 | 7.76% | 209,467,836 | 2.91% | 123 | 1.14% | 348 | -30.12% | 265 | 188.04% |
Sep 30, 2023 | 670 | 12.79% | 203,538,680 | 42.33% | 104 | 0.93% | 498 | 77.86% | 92 | -56.60% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Real Estate Index Investor | 8.17M | 3.85% | 8.64K |
Capital Group Wash Mutual Invtrs Comp | 7.47M | 3.52% | -400.00K |
American Funds Washington Mutual A | 7.47M | 3.52% | -400.00K |
Vanguard Total Stock Mkt Idx Inv | 6.63M | 3.13% | -17.82K |
Vanguard Institutional 500 Index Trust | 5.74M | 2.71% | 43.34K |
American Funds American Balanced A | 4.63M | 2.19% | -500.00K |
Vanguard Mid Cap Index Institutional | 4.56M | 2.15% | 38.36K |
American Funds Income Fund of Amer A | 3.52M | 1.66% | - |
Capital Group Fundamental Invtrs Comp | 3.13M | 1.48% | - |
American Funds Fundamental Invs A | 3.13M | 1.48% | - |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Jan 02, 2025 | Margolis Joseph D | Chief Executive Officer | Sell | $1.11M |
Nov 15, 2024 | Olmstead Diane | - | Sell | $507.01K |
Oct 01, 2024 | Margolis Joseph D | Chief Executive Officer | Sell | $1.34M |
Sep 13, 2024 | Woolley Kenneth M. | - | Sell | $897.67K |
Aug 28, 2024 | Springer William N | EVP, Chief S & P Officer | Sell | $350.66K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | - | 1 |
2024 Q3 | - | 4 |
2024 Q2 | - | 1 |
2024 Q1 | - | 4 |
2023 Q4 | 1 | 3 |
EXR Ownership FAQ
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