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Institutional Ownership · SEC Form 13F

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.

760
Institutional holders
204,315,715
Shares held (tracked funds)
96.8%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed18,948,165$2.5B8.2%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new18,383,901$2.4B8.0%2026-Q1
COHEN & STEERS, INC. added16,412,456$2.2B7.1%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new13,764,221$1.8B6.0%2026-Q1
STATE STREET CORP trimmed13,693,546$1.8B5.9%2026-Q1
NORGES BANK trimmed6,226,756$925M3.1%2026-Q1
PRINCIPAL FINANCIAL GROUP INC trimmed6,430,326$843M2.8%2026-Q1
Capital Research Global Investors added6,254,188$820M2.7%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added6,085,681$795M2.6%2026-Q1
Capital World Investors trimmed4,779,562$627M2.1%2026-Q1
FMR LLC added4,601,058$603M2.0%2026-Q1
First Eagle Investment Management, LLC added3,838,691$503M1.7%2026-Q1
Invesco Ltd. added3,759,211$493M1.6%2026-Q1
DIMENSIONAL FUND ADVISORS LP added3,206,587$420M1.4%2026-Q1
JPMORGAN CHASE & CO trimmed3,097,227$397M1.3%2026-Q1
Daiwa Securities Group Inc. added2,927,433$384M1.3%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added2,803,646$368M1.2%2026-Q1
APG Asset Management US Inc. added2,735,452$362M1.2%2026-Q1
NORTHERN TRUST CORP trimmed2,696,810$354M1.2%2026-Q1
CENTERSQUARE INVESTMENT MANAGEMENT LLC trimmed2,499,190$328M1.1%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed2,316,677$302M1.0%2026-Q1
DEUTSCHE BANK AG\ trimmed2,183,660$286M0.9%2026-Q1
Legal & General Group Plc trimmed2,152,714$282M0.9%2026-Q1
DIAMOND HILL CAPITAL MANAGEMENT INC trimmed2,048,195$269M0.9%2026-Q1
GOLDMAN SACHS GROUP INC trimmed1,968,822$258M0.9%2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed1,823,929$244M0.8%2026-Q1
MORGAN STANLEY added1,757,686$230M0.8%2026-Q1
Nuveen, LLC trimmed1,501,687$197M0.7%2026-Q1
Resolution Capital Ltd trimmed1,433,812$188M0.6%2026-Q1
PRUDENTIAL FINANCIAL INC added1,320,368$173M0.6%2026-Q1
Bank of New York Mellon Corp trimmed1,243,354$163M0.5%2026-Q1
Russell Investments Group, Ltd. trimmed1,213,123$159M0.5%2026-Q1
PGGM Investments trimmed1,197,251$157M0.5%2026-Q1
VANGUARD FIDUCIARY TRUST CO new1,194,113$157M0.5%2026-Q1
Pictet Asset Management Holding SA trimmed1,179,545$155M0.5%2026-Q1
CITADEL ADVISORS LLC added1,102,747$145M0.5%2026-Q1
Boston Partners trimmed967,407$127M0.4%2026-Q1
SEI INVESTMENTS CO trimmed942,885$124M0.4%2026-Q1
CANADA PENSION PLAN INVESTMENT BOARD trimmed935,086$123M0.4%2026-Q1
HSBC HOLDINGS PLC added872,272$114M0.4%2026-Q1
BANK OF AMERICA CORP /DE/ added780,236$102M0.3%2026-Q1
VOYA INVESTMENT MANAGEMENT LLC added778,323$102M0.3%2026-Q1
Capital International Investors trimmed739,070$97M0.3%2026-Q1
Amundi trimmed709,536$93M0.3%2026-Q1
UBS Group AG trimmed652,612$86M0.3%2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd. added651,415$85M0.3%2026-Q1
Sumitomo Mitsui Trust Group, Inc. trimmed626,419$82M0.3%2026-Q1
Swiss National Bank added622,827$82M0.3%2026-Q1
BARCLAYS PLC trimmed523,642$69M0.2%2026-Q1
Thrivent Financial for Lutherans added509,097$67M0.2%2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH trimmed476,863$63M0.2%2026-Q1
CANADA LIFE ASSURANCE Co added469,856$62M0.2%2026-Q1
Vanguard Global Advisers, LLC new463,575$61M0.2%2026-Q1
CITIGROUP INC added452,926$59M0.2%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed435,357$56M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed412,292$54M0.2%2026-Q1
NOMURA ASSET MANAGEMENT CO LTD added402,023$53M0.2%2026-Q1
RHUMBLINE ADVISERS trimmed397,302$52M0.2%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added395,371$52M0.2%2026-Q1
Asset Management One Co., Ltd. trimmed388,349$51M0.2%2026-Q1
AMERIPRISE FINANCIAL INC trimmed401,825$50M0.2%2026-Q1
California Public Employees Retirement System trimmed371,042$49M0.2%2026-Q1
National Pension Service trimmed364,784$48M0.2%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new364,781$48M0.2%2026-Q1
STRS OHIO trimmed358,535$47M0.2%2026-Q1
Heitman Real Estate Securities LLC added319,132$42M0.1%2026-Q1
Freestone Grove Partners LP added312,743$41M0.1%2026-Q1
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed304,252$40M0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ trimmed303,965$40M0.1%2026-Q1
WELLS FARGO & COMPANY/MN added294,317$39M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed294,192$39M0.1%2026-Q1
SG Americas Securities, LLC added292,159$38M0.1%2026-Q1
Apollo Management Holdings, L.P. trimmed286,510$38M0.1%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed283,057$37M0.1%2026-Q1
BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed275,466$36M0.1%2026-Q1
AMERICAN CENTURY COMPANIES INC trimmed266,903$35M0.1%2026-Q1
Aberdeen Group plc added250,733$33M0.1%2026-Q1
Vanguard Investments Australia, Ltd. new246,834$32M0.1%2026-Q1
Woodline Partners LP added240,361$32M0.1%2026-Q1
Focus Partners Wealth trimmed219,931$29M0.1%2026-Q1
State of New Jersey Common Pension Fund D216,029$28M0.1%2026-Q1
NEUBERGER BERMAN GROUP LLC trimmed215,934$28M0.1%2026-Q1
Allianz Asset Management GmbH added215,155$28M0.1%2026-Q1
ROYAL BANK OF CANADA trimmed205,751$27M0.1%2026-Q1
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC trimmed194,962$26M0.1%2026-Q1
State of Tennessee, Department of Treasury added191,622$25M0.1%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP trimmed192,294$25M0.1%2026-Q1
NEW YORK STATE TEACHERS RETIREMENT SYSTEM added183,429$24M0.1%2026-Q1
Zurcher Kantonalbank (Zurich Cantonalbank) trimmed183,234$24M0.1%2026-Q1
VANGUARD GROUP INC added34,506,450$4.5B14.9%2025-Q4 stale
Hamlin Capital Management, LLC added900,022$133M0.4%2025-Q2 stale
Point72 Asset Management, L.P. added580,264$86M0.3%2025-Q1 stale
Hudson Bay Capital Management LP new357,278$53M0.2%2025-Q1 stale
MILLENNIUM MANAGEMENT LLC added392,329$51M0.2%2025-Q4 stale
Ruffer LLP added385,535$50M0.2%2025-Q4 stale
AXA S.A. added265,280$39M0.1%2025-Q2 stale
AXA Investment Managers S.A. new269,325$38M0.1%2025-Q3 stale
Nan Shan Life Insurance Co., Ltd.218,563$28M0.1%2025-Q4 stale
Gillson Capital LP trimmed164,893$24M0.1%2025-Q2 stale
Cubist Systematic Strategies, LLC added161,508$24M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership