Who owns EXR (EXR)
Which tracked institutional funds hold EXR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EXR company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
146 tracked funds added or opened EXR while 140 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
EXR’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes EXR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in EXR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 760 tracked filers holding EXR, 363 increased or opened the position and 338 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in EXR between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 35
- VANGUARD PORTFOLIO MANAGEMENT LLC$2.4B
- VANGUARD CAPITAL MANAGEMENT LLC$1.8B
- VANGUARD FIDUCIARY TRUST CO$157M
- Vanguard Global Advisers, LLC$61M
- VANGUARD ASSET MANAGEMENT, Ltd$48M
- Freestone Grove Partners LP$41M
Full exits 25
- VANGUARD GROUP INC$4.5B
- MILLENNIUM MANAGEMENT LLC$51M
- Ruffer LLP$50M
- Nan Shan Life Insurance Co., Ltd.$28M
- CIBC WORLD MARKETS CORP$20M
- VIRGINIA RETIREMENT SYSTEMS ET Al$16M
Largest adds
- Capital Research Global Investors$813M
- FMR LLC$283M
- First Eagle Investment Management, LLC$171M
- PRUDENTIAL FINANCIAL INC$140M
- CITADEL ADVISORS LLC$111M
- VOYA INVESTMENT MANAGEMENT LLC$97M
Largest trims
- Capital International Investors$718M
- BlackRock, Inc.$451M
- Capital World Investors$297M
- NORGES BANK$295M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$278M
- JPMORGAN CHASE & CO$116M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 18,948,165 | $2.5B | 8.2% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 18,383,901 | $2.4B | 8.0% | 2026-Q1 |
| COHEN & STEERS, INC. added | 16,412,456 | $2.2B | 7.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 13,764,221 | $1.8B | 6.0% | 2026-Q1 |
| STATE STREET CORP trimmed | 13,693,546 | $1.8B | 5.9% | 2026-Q1 |
| NORGES BANK trimmed | 6,226,756 | $925M | 3.1% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 6,430,326 | $843M | 2.8% | 2026-Q1 |
| Capital Research Global Investors added | 6,254,188 | $820M | 2.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 6,085,681 | $795M | 2.6% | 2026-Q1 |
| Capital World Investors trimmed | 4,779,562 | $627M | 2.1% | 2026-Q1 |
| FMR LLC added | 4,601,058 | $603M | 2.0% | 2026-Q1 |
| First Eagle Investment Management, LLC added | 3,838,691 | $503M | 1.7% | 2026-Q1 |
| Invesco Ltd. added | 3,759,211 | $493M | 1.6% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 3,206,587 | $420M | 1.4% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 3,097,227 | $397M | 1.3% | 2026-Q1 |
| Daiwa Securities Group Inc. added | 2,927,433 | $384M | 1.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,803,646 | $368M | 1.2% | 2026-Q1 |
| APG Asset Management US Inc. added | 2,735,452 | $362M | 1.2% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 2,696,810 | $354M | 1.2% | 2026-Q1 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC trimmed | 2,499,190 | $328M | 1.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 2,316,677 | $302M | 1.0% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 2,183,660 | $286M | 0.9% | 2026-Q1 |
| Legal & General Group Plc trimmed | 2,152,714 | $282M | 0.9% | 2026-Q1 |
| DIAMOND HILL CAPITAL MANAGEMENT INC trimmed | 2,048,195 | $269M | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 1,968,822 | $258M | 0.9% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 1,823,929 | $244M | 0.8% | 2026-Q1 |
| MORGAN STANLEY added | 1,757,686 | $230M | 0.8% | 2026-Q1 |
| Nuveen, LLC trimmed | 1,501,687 | $197M | 0.7% | 2026-Q1 |
| Resolution Capital Ltd trimmed | 1,433,812 | $188M | 0.6% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 1,320,368 | $173M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 1,243,354 | $163M | 0.5% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 1,213,123 | $159M | 0.5% | 2026-Q1 |
| PGGM Investments trimmed | 1,197,251 | $157M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,194,113 | $157M | 0.5% | 2026-Q1 |
| Pictet Asset Management Holding SA trimmed | 1,179,545 | $155M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 1,102,747 | $145M | 0.5% | 2026-Q1 |
| Boston Partners trimmed | 967,407 | $127M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 942,885 | $124M | 0.4% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 935,086 | $123M | 0.4% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 872,272 | $114M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 780,236 | $102M | 0.3% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 778,323 | $102M | 0.3% | 2026-Q1 |
| Capital International Investors trimmed | 739,070 | $97M | 0.3% | 2026-Q1 |
| Amundi trimmed | 709,536 | $93M | 0.3% | 2026-Q1 |
| UBS Group AG trimmed | 652,612 | $86M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 651,415 | $85M | 0.3% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 626,419 | $82M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 622,827 | $82M | 0.3% | 2026-Q1 |
| BARCLAYS PLC trimmed | 523,642 | $69M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 509,097 | $67M | 0.2% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 476,863 | $63M | 0.2% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co added | 469,856 | $62M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 463,575 | $61M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 452,926 | $59M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 435,357 | $56M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 412,292 | $54M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD added | 402,023 | $53M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 397,302 | $52M | 0.2% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 395,371 | $52M | 0.2% | 2026-Q1 |
| Asset Management One Co., Ltd. trimmed | 388,349 | $51M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 401,825 | $50M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 371,042 | $49M | 0.2% | 2026-Q1 |
| National Pension Service trimmed | 364,784 | $48M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 364,781 | $48M | 0.2% | 2026-Q1 |
| STRS OHIO trimmed | 358,535 | $47M | 0.2% | 2026-Q1 |
| Heitman Real Estate Securities LLC added | 319,132 | $42M | 0.1% | 2026-Q1 |
| Freestone Grove Partners LP added | 312,743 | $41M | 0.1% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 304,252 | $40M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 303,965 | $40M | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 294,317 | $39M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 294,192 | $39M | 0.1% | 2026-Q1 |
| SG Americas Securities, LLC added | 292,159 | $38M | 0.1% | 2026-Q1 |
| Apollo Management Holdings, L.P. trimmed | 286,510 | $38M | 0.1% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 283,057 | $37M | 0.1% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 275,466 | $36M | 0.1% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 266,903 | $35M | 0.1% | 2026-Q1 |
| Aberdeen Group plc added | 250,733 | $33M | 0.1% | 2026-Q1 |
| Vanguard Investments Australia, Ltd. new | 246,834 | $32M | 0.1% | 2026-Q1 |
| Woodline Partners LP added | 240,361 | $32M | 0.1% | 2026-Q1 |
| Focus Partners Wealth trimmed | 219,931 | $29M | 0.1% | 2026-Q1 |
| State of New Jersey Common Pension Fund D | 216,029 | $28M | 0.1% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 215,934 | $28M | 0.1% | 2026-Q1 |
| Allianz Asset Management GmbH added | 215,155 | $28M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 205,751 | $27M | 0.1% | 2026-Q1 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC trimmed | 194,962 | $26M | 0.1% | 2026-Q1 |
| State of Tennessee, Department of Treasury added | 191,622 | $25M | 0.1% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 192,294 | $25M | 0.1% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM added | 183,429 | $24M | 0.1% | 2026-Q1 |
| Zurcher Kantonalbank (Zurich Cantonalbank) trimmed | 183,234 | $24M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 34,506,450 | $4.5B | 14.9% | 2025-Q4 stale |
| Hamlin Capital Management, LLC added | 900,022 | $133M | 0.4% | 2025-Q2 stale |
| Point72 Asset Management, L.P. added | 580,264 | $86M | 0.3% | 2025-Q1 stale |
| Hudson Bay Capital Management LP new | 357,278 | $53M | 0.2% | 2025-Q1 stale |
| MILLENNIUM MANAGEMENT LLC added | 392,329 | $51M | 0.2% | 2025-Q4 stale |
| Ruffer LLP added | 385,535 | $50M | 0.2% | 2025-Q4 stale |
| AXA S.A. added | 265,280 | $39M | 0.1% | 2025-Q2 stale |
| AXA Investment Managers S.A. new | 269,325 | $38M | 0.1% | 2025-Q3 stale |
| Nan Shan Life Insurance Co., Ltd. | 218,563 | $28M | 0.1% | 2025-Q4 stale |
| Gillson Capital LP trimmed | 164,893 | $24M | 0.1% | 2025-Q2 stale |
| Cubist Systematic Strategies, LLC added | 161,508 | $24M | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.