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Of the 13 tracked institutions holding EXR, 8 have a 3-year clone track record — 8 of them beat the S&P. Average holder's clone alpha: +5.3pt. It's a gauge of who owns the name, not just how many.
Among the 13 tracked institutional investors we monitor, EXR (EXTRA SPACE STORAGE INC) is held with a combined value of $12.14B across 87,139,237 shares. The largest holder is VANGUARD GROUP INC with a position worth $4.49B (0.07% of their portfolio). 2 funds opened new positions in the most recent quarter. 9 funds increased their holdings. 2 funds reduced their position.
Total Institutional Value
$12.14B
Total Shares Held
87,139,237
Institutional Holders
13
% of Shares Outstanding
41.2%
of 211.27M shares · SEC 2026-07-24
Days to Cover
5.3+4.7%
4.88M shares short · FINRA 2026-08-14
Tracked 13F institutions hold 41.2% of EXR's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-07-24), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
0
$0
1
$495.00K
Total Transactions
1
Last 12 months
| Date | Insider | Code | Type | Shares | Value |
|---|---|---|---|---|---|
| Jun 11, 2026 | Gwyn Goodson McNeal | S | Sale | 3,300 | $495.00K |
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $4.49B | 0.07% | +0.2% |
| 2 | BlackRock, Inc. | $3.33B | 0.05% | +2.0% |
| 3 | STATE STREET CORP | $1.97B | 0.06% | -1.0% |
| 4 | Capital Research Global Investors | $915.41M | 0.13% | +0.7% |
| 5 | FMR LLC | $739.36M | 0.03% | +10.6% |
| 6 | CITADEL ADVISORS LLC | $230.14M | 0.13% | +43.6% |
| 7 | MILLENNIUM MANAGEMENT LLC | $205.61M | 0.14% | New |
| 8 | Point72 Asset Management, L.P. | $91.64M | 0.14% | New |
| 9 | AQR CAPITAL MANAGEMENT LLC | $70.64M | 0.02% | +10.5% |
| 10 | PRICE T ROWE ASSOCIATES INC /MD/ | $44.89M | 0.00% | +1.6% |
SEC Schedule 13D (activist) and 13G (passive) filings for EXR. Filed when an investor acquires 5%+ ownership.
| Member | Type | Date |
|---|---|---|
| Julia Letlow | Buy | Feb 12, 2026 |
| Julia Letlow | Sell | Nov 3, 2025 |
| Rob Bresnahan | Sell | Feb 25, 2025 |
| Julia Letlow | Buy |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of EXR with a position worth $4.49B, representing 0.07% of their portfolio. In total, 13 institutional investors hold EXR with a combined value of $12.14B.
In the most recent quarter, 2 funds opened a new position in EXR. Additionally, 9 increased their holdings and 2 reduced their positions.
Institutional investors hold $12.14B worth of EXR stock across 13 positions. The largest institutional holder is VANGUARD GROUP INC with $4.49B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For EXR, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their EXR positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Feb 7, 2025 |
| Thomas H Tuberville | Sell | Apr 3, 2024 |
| David A Perdue , Jr | Sell | Apr 14, 2020 |
| David A Perdue , Jr | Sell | Apr 14, 2020 |
| David A Perdue , Jr | Sell | Aug 13, 2019 |
Showing 8 of 12. STOCK Act disclosures lag up to 45 days.
Last Close
$135.63
2026-09-09
YTD
+3.6%
34% of 52-week range
