EXR · Company research
Extra Space Storage, Inc. (EXR): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 1599900 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4971 | 722300 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 1083190 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 203176 | 29521473 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Gillson Capital LP | 1698055 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 172265 | 25030 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SouthState Bank Corp | 764038 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13 | 1889 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| FIFTH THIRD BANCORP | 35527 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11786 | 1712506 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1510434 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2343 | 340438 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| KBC Group NV | 1411133 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 359 | 52 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Cordant, Inc. | 1830942 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 122 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Squarepoint Ops LLC | 1642575 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25949 | 3770390 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STATE OF WISCONSIN INVESTMENT BOARD | 854157 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 112726 | 16379088 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CWA Asset Management Group, LLC | 1667134 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3888 | 564926 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Westside Investment Management, Inc. | 1538383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47 | 6829 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Peterson Wealth Services | 1906799 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4404 | 639957 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Greenfield Seitz Capital Management, LLC | 2097528 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1942 | 282173 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 146933 | 21349365 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 646303 | 93907826 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| B. Metzler seel. Sohn & Co. AG | 1847838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4875 | 708338 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Handelsbanken Fonder AB | 1398318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 116768 | 16966 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| SG Americas Securities, LLC | 1313360 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 301143 | 43756 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Callan Family Office, LLC | 1938970 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5100 | 740993 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| DiNuzzo Private Wealth, Inc. | 1994563 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 715 | 103890 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Tema ETFs LLC | 2056807 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4146 | 602414 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Legacy Wealth Asset Management, LLC | 1846151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2023 | 293942 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| MONEY CONCEPTS CAPITAL CORP | 716851 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8433 | 1225256 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| WINMILL & CO. INC | 52234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10027 | 1456923 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Boston Partners | 1386060 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 906435 | 131705554 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1535845 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13208 | 1919122 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Vanguard Global Advisers, LLC | 1811242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 455772 | 66223672 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| M&T Bank Corp | 36270 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17968 | 2610750 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Candriam S.C.A. | 1537014 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10022 | 1454796 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| VestGen Advisors, LLC | 2050130 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1503 | 218454 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Vanguard National Trust Co | 1984256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48 | 6974 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TCW GROUP INC | 850401 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3442 | 500123 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| CVA Family Office, LLC | 1802084 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 903 | 131206 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| FMR LLC | 315066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2815260 | 409057388 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Beaton Management Co. Inc. | 1714678 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1750 | 254 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Naviter Wealth, LLC | 1855567 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17910 | 2602358 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Grove Bank & Trust | 1662212 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14 | 2034 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Lummis Asset Management, LP | 2011652 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6 | 872 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Arlington Trust Co LLC | 1997685 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 1453 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Vontobel Holding Ltd. | 1588340 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1354 | 196736 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| High Note Wealth, LLC | 1807283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68 | 9880 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| MACKENZIE FINANCIAL CORP | 919859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24240 | 3522072 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ENVESTNET ASSET MANAGEMENT INC | 1407543 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 152781 | 22199145 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 505 | 73377 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| CIBC Asset Management Inc | 1021926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49823 | 7239282 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| GF FUND MANAGEMENT CO. LTD. | 2057060 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2829 | 411054 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Raiffeisen Bank International AG | 2044885 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 186 | 27576 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 314969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 178182 | 25890 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32582 | 4734194 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| 1832 Asset Management L.P. | 944388 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52670 | 7652951 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Evolution Advisers, Inc. | 1906967 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50 | 7 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Creative Planning | 1540235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 98547 | 14318829 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 869589 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 61466 | 8931010 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Strengthening Families & Communities, LLC | 1921196 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 581 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Chung Wu Investment Group, LLC | 2054278 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200 | 29060 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Osmosis Investment Management UK Ltd | 1780700 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6358 | 923817 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Apollon Wealth Management, LLC | 1764387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3985 | 579020 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| DNB Asset Management AS | 1456670 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45183 | 6565090 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| PEAPACK GLADSTONE FINANCIAL CORP | 1050743 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15226 | 2212 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Vinva Investment Management Ltd | 1968109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5510 | 816913 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LDR Capital Management LLC | 1566089 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1929 | 280284 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 796848 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5098 | 740740 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CHARTER RESEARCH & INVESTMENT GROUP, INC. | 1666624 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1610 | 233933 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Vanguard Personalized Indexing Management, LLC | 1767306 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23506 | 3415422 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 700429 | 101772334 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Allspring Global Investments Holdings, LLC | 1890906 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21300 | 3137277 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SEI INVESTMENTS CO | 350894 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 890808 | 129434402 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Crewe Advisors LLC | 1730033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35 | 5086 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4911 | 713568 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CASCADE INVESTMENT GROUP, INC. | 919447 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5938 | 862791 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| WHALEROCK POINT PARTNERS, LLC | 1389709 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5244 | 761953 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BRIGHTON JONES LLC | 1360798 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2917 | 423822 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BAILARD, INC. | 750641 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1813 | 263429 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| B&I Capital AG | 1843527 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2375 | 345088 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Cornerstone Financial Management LLC | 2110329 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45 | 6539 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Spectrum Wealth Advisory Group, LLC | 1776821 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 744 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 714142 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4354 | 633 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| D. E. Shaw & Co., Inc. | 1009207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 69602 | 10113171 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Vident Advisory, LLC | 1744347 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5836 | 847971 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.