Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in EXR held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 22.5M | $2.95B | -0.3% | 10.649% | 0.05% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 18.4M | $2.41B | — | 8.705% | 0.13% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 13.8M | $1.80B | — | 6.517% | 0.05% |
| 4 | STATE STREET CORP | 13.7M | $1.80B | -1.1% | 6.484% | 0.06% |
| 5 | PRINCIPAL FINANCIAL GROUP INC | 6.4M | $843.2M | -3.3% | 3.045% | 0.45% |
| 6 | Capital Research Global Investors | 6.3M | $820.1M | +11780.6% | 2.961% | 0.13% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 6.1M | $795.2M | +2.4% | 2.881% | 0.05% |
| 8 | Capital World Investors | 4.8M | $626.7M | -32.6% | 2.263% | 0.09% |
| 9 | FMR LLC | 4.6M | $603.4M | +87.1% | 2.179% | 0.03% |
| 10 | First Eagle Investment Management, LLC | 3.8M | $503.4M | +50.4% | 1.818% | 0.67% |
| 11 | Invesco Ltd. | 3.8M | $502.6M | +25.6% | 1.815% | 0.08% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 3.2M | $420.5M | +1.1% | 1.518% | 0.09% |
| 13 | Daiwa Securities Group Inc. | 2.9M | $383.9M | +5.4% | 1.386% | 1.22% |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.8M | $367.6M | +3.3% | 1.328% | 0.06% |
| 15 | APG Asset Management US Inc. | 2.7M | $362.4M | +5.8% | 1.295% | 2.79% |
| 16 | NORTHERN TRUST CORP | 2.7M | $353.6M | -0.3% | 1.277% | 0.05% |
| 17 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 2.5M | $327.7M | -17.6% | 1.183% | 3.39% |
| 18 | ALLIANCEBERNSTEIN L.P. | 2.3M | $301.7M | -1.9% | 1.097% | 0.10% |
| 19 | DEUTSCHE BANK AG\ | 2.2M | $286.3M | -3.5% | 1.034% | 0.09% |
| 20 | Legal & General Group Plc | 2.2M | $282.3M | -3.3% | 1.019% | 0.07% |
| 21 | DIAMOND HILL CAPITAL MANAGEMENT INC | 2.0M | $268.6M | -14.0% | 0.970% | 1.68% |
| 22 | GOLDMAN SACHS GROUP INC | 2.0M | $258.2M | -13.7% | 0.932% | 0.03% |
| 23 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.8M | $243.6M | -25.7% | 0.864% | 0.08% |
| 24 | MORGAN STANLEY | 1.8M | $230.5M | +6.5% | 0.832% | 0.01% |
| 25 | Nuveen, LLC | 1.5M | $196.9M | -10.8% | 0.711% | 0.05% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in EXR — a direct measure of their conviction.
Filings activity in EXR during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 746 | +3.0% | 73.40% | 4.43 pp | $23.35B | 5.7% |
| Q4 2025 | 724 | 5.9% | 77.83% | 1.09 pp | $24.76B | 1.4% |
| Q3 2025 | 769 | 2.0% | 78.92% | 9.39 pp | $25.10B | 11% |
| Q2 2025 | 785 | +1.7% | 88.31% | +5.80 pp | $28.09B | +7.0% |
| Q1 2025 | 772 | +2.5% | 82.51% | 4.85 pp | $26.24B | 5.5% |
| Q4 2024 | 753 | +2.0% | 87.36% | 15.18 pp | $27.78B | 15% |
| Q3 2024 | 738 | +2.5% | 102.54% | +9.31 pp | $32.62B | +10.0% |
| Q2 2024 | 720 | — | 93.23% | — | $29.65B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying EXR stock.
Based on Q1 2026 13F filings, institutional ownership of Extra Space Storage Inc. stands at 73.4%, held across 746 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of EXR, with approximately 22,489,210 shares worth $2.95B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of EXR.
Our composite Smart Money Score for EXR is 29 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
108 institutions opened new positions in EXR during Q1 2026, while 86 fully exited. 399 added to existing positions and 231 trimmed.
EXR institutional ownership fell by 4.43 percentage points quarter-over-quarter, with a net change of +22 holders.
The top 10 institutions account for 56.3% of all reported 13F value in EXR, and the top 25 account for 76.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Extra Space Storage Inc. (EXR) Institutional Ownership