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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

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EXR

EXR 13F Filings: Institutional Buyers & Sellers

Extra Space Storage INC

+$4.5B

Net Activity

Data as of: 2026-03-31

Institutions Holding

758

Popularity Rank

#663

Avg Weight

0.11%

Total Value

$26.4B

Ownership Trend

758 institutions currently hold EXR, with 355 net buyers and 321 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

321

Net Buying Institutions

355

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$2.9B
VP
Vanguard Portfolio Management LLC
$2.4B
C&
Cohen & Steers, INC.
$2.2B
VC
Vanguard Capital Management LLC
$1.8B
SS
State Street CORP
$1.8B

Top 5 by Conviction

RC
Resolution Capital Ltd
3.95%
C&
Cohen & Steers, INC.
3.74%
CI
Centersquare Investment Management LLC
3.39%
AA
APG Asset Management US Inc.
2.79%
PI
PGGM Investments
2.75%
View all 758 holding institutions

Across its top 20 institutional holders, EXR's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 18/100).

Quarterly Activity

Recent Activity

+$9.5B

Total Buy Value

$16.1B

Total Sell Value

New buy83
Trim251
Add272
Sold out70

355

Net Buyers

321

Net Sellers

Smart Money Convergence

EXR does not currently show a 13F-and-insider convergence signal — its insider confidence score is 0/100, below the threshold this product uses to flag combined buying pressure.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

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AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/EXR

Insider Trading (Form 4)

90d confidence

0

unique buyers

—

buy value

data as of 2026-07-21

12-Month Buy/Sell Activity

Feb 25
Jul 25
BuySell
ActionInsiderTitleDateValue
SellMargolis Joseph DChief Executive Officer2026-03-13$1.07M
SellMargolis Joseph DChief Executive Officer2025-10-01$1.06M
SellMargolis Joseph DChief Executive Officer2025-07-01$1.13M
SellMargolis Joseph DChief Executive Officer2025-04-01$1.11M
SellBonner Joseph JDirector2025-03-13$100K
SellSpringer William NPresident2025-02-28$186K
SellDickens Zachary TEVP, Chief Investment Officer2025-02-28$12K
SellMargolis Joseph DChief Executive Officer2025-01-02$1.11M
View all insider trades →

Form 144 Pre-Sale Notices

1

Filings (90d)

$495K

Total Est. Value

3K shares

Planned Shares

Last Filed 2026-06-11
FilerTitle/RelationshipFiling DatePlanned SharesEst. Value
McNeal Gwyn GoodsonOfficer2026-06-113K shares$495K

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

1

Filings (14d)

Data as of 2026-07-06
2026-07-06

Extra Space Storage Inc. filed an 8-K on July 6, 2026, disclosing that it entered into a material definitive agreement. The filing cross-references Item 2.03 for further details, but those details are not included in the provided excerpt.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

30225T102

FAQ

Who are the top institutional investors holding EXTRA SPACE STORAGE INC (EXR)?
Major stakeholders currently include BlackRock, Inc. ($2.9B), Vanguard Portfolio Management LLC ($2.4B), Cohen & Steers, INC. ($2.2B). Based on the latest 13F filings, there are a total of 758 tracked investment funds and institutions maintaining positions in EXR.
What is the overall institutional sentiment toward EXR recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $4.5B, driven by 355 managers accumulating shares while 321 reduced their exposure.
Which institutions have been selling or reducing their EXR positions?
In the latest period, 251 funds trimmed their holdings, and 70 managers completely exited their positions. The aggregate reported sell value was $16.1B.
Are there any notable investors adding EXR to their portfolios?
Yes, buying activity remains notable. 83 institutions opened new positions in {ticker}, and 272 existing holders added to their shares. The total reported buy value for the quarter amounted to $9.5B.

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