Extra Space Storage Ownership | Who Owns Extra Space Storage?
Extra Space Storage Ownership Summary
Extra Space Storage is owned by 93.83% institutional investors, 1.21% insiders, and 4.96% 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 3.82% of its assets in Extra Space Storage shares.
EXR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Extra Space Storage | 93.83% | 1.21% | 4.96% |
| Sector | Real Estate Stocks | 55.70% | 8.24% | 36.06% |
| Industry | Industrial REIT Stocks | 66.45% | 7.54% | 26.01% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 33.67M | 15.91% | $5.04B |
| Blackrock funding, inc. /de | 22.63M | 10.69% | $3.39B |
| Blackrock | 21.14M | 10.01% | $3.29B |
| Capital world investors | 21.08M | 9.96% | $3.15B |
| State street | 13.29M | 6.28% | $1.99B |
| Cohen & steers | 9.25M | 4.37% | $1.38B |
| Principal financial group | 6.70M | 3.16% | $1.00B |
| Norges bank | 6.27M | 2.96% | $938.65M |
| Geode capital management | 5.63M | 2.66% | $839.83M |
| Capital investors | 3.67M | 1.73% | $548.43M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Vert asset management | 93.47K | 4.79% | $13.98M |
| Gillson capital lp | 284.60K | 3.84% | $42.58M |
| Centersquare investment management | 2.39M | 3.78% | $357.96M |
| Gsi capital advisors | 45.80K | 3.62% | $6.85M |
| Hamlin capital management | 850.80K | 3.15% | $127.28M |
| Heitman real estate securities | 309.35K | 2.98% | $46.28M |
| Cbre investment management listed real assets | 1.09M | 2.89% | $163.03M |
| Apg asset management us | 2.53M | 2.88% | $379.02M |
| Cohen & steers | 9.25M | 2.62% | $1.38B |
| Pggm investments | 1.32M | 2.62% | $196.80M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 6.27M | 0.12% | 6.27M |
| Balyasny asset management | 718.27K | 0.16% | 718.27K |
| Manning & napier advisors | 781.99K | 1.34% | 718.27K |
| Cbre investment management listed real assets | 1.09M | 2.89% | 519.93K |
| Cohen & steers | 9.25M | 2.62% | 516.94K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Pathway financial advisers | 11.25K | 0.56% | -2.01M |
| Capital world investors | 21.08M | 0.48% | -1.06M |
| Fmr | 1.08M | 0.01% | -955.47K |
| Capital research global investors | 424.43K | 0.01% | -888.53K |
| Jpmorgan chase | 1.34M | 0.01% | -693.71K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 6.27M | 0.12% | 6.27M | $938.65M |
| Balyasny asset management | 718.27K | 0.16% | 718.27K | $107.45M |
| Raymond james financial | 308.29K | 0.02% | 308.29K | $46.12M |
| Proficio capital partners | 167.71K | 0.01% | 167.71K | $167.71K |
| Woodline partners lp | 151.41K | 0.15% | 151.41K | $22.65M |
Sold Out
| Holder | Change |
|---|---|
| Country trust bank | -1.00 |
| Scarborough advisors | -1.00 |
| Jfs wealth advisors | -1.00 |
| Westend advisors | -1.00 |
| Mendota financial group | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 722 | -6.60% | 198,629,437 | -0.78% | 93 | 1.05% | 338 | -2.59% | 256 | -6.23% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Real Estate Index Investor | 8.10M | 3.82% | -98.19K |
| American Funds Washington Mutual A | 7.47M | 3.52% | -400.00K |
| Capital Group Wash Mutual Invtrs Comp | 7.47M | 3.52% | -400.00K |
| Vanguard US Total Market Shares ETF | 6.73M | 3.17% | 32.98K |
| Vanguard Total Stock Mkt Idx Inv | 6.68M | 3.15% | 21.09K |
| Vanguard Institutional 500 Index Trust | 5.88M | 2.77% | 38.87K |
| American Funds American Balanced A | 4.63M | 2.19% | -500.00K |
| Vanguard Mid Cap Index Institutional | 4.58M | 2.16% | 19.79K |
| American Funds Income Fund of Amer A | 3.52M | 1.66% | - |
| Capital Group Fundamental Invtrs Comp | 3.13M | 1.48% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 01, 2025 | Margolis Joseph D | Chief Executive Officer | Sell | $1.11M |
| Mar 13, 2025 | Bonner Joseph J | - | Sell | $100.20K |
| Feb 28, 2025 | Springer William N | EVP, Chief S & P Officer | Sell | $186.25K |
| Feb 28, 2025 | Dickens Zachary T | EVP, Chief Investment Officer | Sell | $12.21K |
| Jan 02, 2025 | Margolis Joseph D | Chief Executive Officer | Sell | $1.11M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 1 |
| 2025 Q1 | - | 4 |
| 2024 Q4 | - | 2 |
| 2024 Q3 | - | 4 |
| 2024 Q2 | - | 1 |
EXR Ownership FAQ
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