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Extra Space Storage Ownership | Who Owns Extra Space Storage?

OverviewForecastRevenueFinancialsChartTranscripts

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 3.93% of its assets in Extra Space Storage shares.

EXR Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockExtra Space Storage94.44%1.07%4.49%
SectorReal Estate Stocks 66.62%8.14%25.24%
IndustryIndustrial REIT Stocks 83.42%3.37%13.21%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group33.62M15.91%$5.23B
Blackrock21.14M10.01%$3.29B
Capital world investors19.59M9.27%$3.04B
State street13.16M6.23%$2.05B
Cohen & steers8.78M4.16%$1.36B
Principal financial group6.87M3.25%$1.07B
Norges bank6.81M3.22%$1.06B
Geode capital management5.76M2.73%$892.85M
Invesco3.83M1.81%$595.56M
Capital investors3.66M1.73%$568.26M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Vert asset management85.28K5.28%$13.25M
Heitman real estate securities464.65K4.57%$72.21M
Aew capital management l p592.27K4.45%$92.04M
Centersquare investment management2.42M4.07%$375.77M
Gsi capital advisors32.21K2.95%$5.01M
Pggm investments1.30M2.90%$202.45M
Cohen & steers8.78M2.86%$1.36B
Jacobsen capital management38.84K2.70%$6.04M
Uniplan investment counsel184.19K2.60%$28.62M
Hamlin capital management529.13K2.42%$82.28M

Top Buyers

HolderShares% AssetsChange
Norges bank6.81M0.16%6.81M
Capital world investors19.59M0.50%3.35M
Boston partners2.69M0.52%1.80M
Fmr3.08M0.03%557.74K
Hamlin capital management529.13K2.42%529.13K

Top Sellers

HolderShares% AssetsChange
Cohen & steers8.78M2.86%-1.92M
Ubs asset management americas240.48K0.01%-1.46M
Apg asset management---1.13M
Jpmorgan chase3.56M0.05%-1.11M
Wellington management group llp640.93K0.02%-1.08M

New Positions

HolderShares% AssetsChangeValue
Norges bank6.81M0.16%6.81M$1.06B
Hamlin capital management529.13K2.42%529.13K$82.28M
Donaldson capital management174.70K1.14%174.70K$27.15M
Gateway investment advisers103.12K0.18%103.12K$16.03M
Manning & napier advisors63.72K0.11%63.72K$9.90M

Sold Out

HolderChange
Jfs wealth advisors-1.00
Scarborough advisors-1.00
Northwest financial advisors-3.00
Financial gravity asset management-4.00
Western pacific wealth management, lp-4.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20247591.34%199,925,350-3.37%940.99%341-6.58%2698.47%
Jun 30, 20247353.09%206,828,3522.85%971.08%36010.77%246-3.15%
Mar 31, 2024713-1.25%201,088,196-4.00%950.62%325-6.61%254-4.15%
Dec 31, 20237227.76%209,467,8362.91%1231.14%348-30.12%265188.04%
Sep 30, 202367012.79%203,538,68042.33%1040.93%49877.86%92-56.60%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Real Estate Index Investor8.34M3.93%-22.15K
Capital Group Wash Mutual Invtrs Comp7.87M3.71%892.23K
American Funds Washington Mutual A7.87M3.71%892.23K
Vanguard Total Stock Mkt Idx Inv6.71M3.16%-24.33K
Vanguard Institutional 500 Index Trust5.62M2.65%67.36K
American Funds American Balanced A5.13M2.42%-25.71K
Vanguard Mid Cap Index Institutional4.50M2.12%8.16K
American Funds Income Fund of Amer A3.52M1.66%776.69K
American Funds Fundamental Invs A3.13M1.48%673.35K
Capital Group Fundamental Invtrs Comp3.13M1.48%673.35K

Recent Insider Transactions

DateNameRoleActivityValue
Nov 15, 2024Olmstead Diane-Sell$507.01K
Oct 01, 2024Margolis Joseph D Chief Executive OfficerSell$1.34M
Sep 13, 2024Woolley Kenneth M.-Sell$897.67K
Aug 28, 2024Springer William N EVP, Chief S & P OfficerSell$350.66K
Aug 23, 2024McNeal Gwyn Goodson EVP/Chief Legal OfficerSell$499.70K

Insider Transactions Trends

DateBuySell
2024 Q4-1
2024 Q3-4
2024 Q2-1
2024 Q1-4
2023 Q413

EXR Ownership FAQ

Who Owns Extra Space Storage?

Extra Space Storage shareholders are primarily institutional investors at 94.44%, followed by 1.07% insiders and 4.49% retail investors. The average institutional ownership in Extra Space Storage's industry, Industrial REIT Stocks , is 83.42%, which Extra Space Storage exceeds.

Who owns the most shares of Extra Space Storage?

Extra Space Storage’s largest shareholders are Vanguard group (33.62M shares, 15.91%), Blackrock (21.14M shares, 10.01%), and Capital world investors (19.59M shares, 9.27%). Together, they hold 35.19% of Extra Space Storage’s total shares outstanding.

Does Blackrock own Extra Space Storage?

Yes, BlackRock owns 10.01% of Extra Space Storage, totaling 21.14M shares as of Jun 2024. This represents 0.07% of BlackRock's total assets, with a market value of 3.29B$. In the last quarter, BlackRock decreased its holdings by -327K shares, a -1.52% change.

Who is Extra Space Storage’s biggest shareholder by percentage of total assets invested?

Vert asset management is Extra Space Storage’s biggest shareholder by percentage of total assets invested, with 5.28% of its assets in 85.28K Extra Space Storage shares, valued at 13.25M$.

Who is the top mutual fund holder of Extra Space Storage shares?

Vanguard Real Estate Index Investor is the top mutual fund holder of Extra Space Storage shares, with 3.93% of its total shares outstanding invested in 8.34M Extra Space Storage shares.

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