Who owns Extra Space Storage (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-Q2 13F filings (latest filed 2026-09-22). 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
244 tracked funds added or opened EXR while 116 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, BlackRock, Inc., sizes it at 0.0% 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 2026-Q1 and 2026-Q2, across 738 tracked filers holding EXR, 366 increased or opened the position and 375 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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 40
- MILLENNIUM MANAGEMENT LLC$206M
- Point72 Asset Management, L.P.$92M
- JANE STREET GROUP, LLC$59M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$43M
- WORLDQUANT MILLENNIUM ADVISORS LLC$33M
- Qube Research & Technologies Ltd$27M
Full exits 57
- COHEN & STEERS, INC.$2.2B
- PGGM Investments$157M
- Capital International Investors$97M
- Amundi$93M
- Thrivent Financial for Lutherans$67M
- CANADA LIFE ASSURANCE Co$62M
Largest adds
- BlackRock, Inc.$850M
- NORGES BANK$427M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$324M
- VANGUARD PORTFOLIO MANAGEMENT LLC$294M
- VANGUARD CAPITAL MANAGEMENT LLC$201M
- STATE STREET CORP$174M
Largest trims
- JPMORGAN CHASE & CO$161M
- DEUTSCHE BANK AG\$132M
- Invesco Ltd.$132M
- Pictet Asset Management Holding SA$99M
- Daiwa Securities Group Inc.$83M
- CANADA PENSION PLAN INVESTMENT BOARD$69M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 22,947,440 | $3.3B | 12.8% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 18,616,459 | $2.7B | 10.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 13,807,439 | $2.0B | 7.7% | 2026-Q2 |
| STATE STREET CORP trimmed | 13,558,465 | $2.0B | 7.6% | 2026-Q2 |
| NORGES BANK added | 9,300,678 | $1.4B | 5.2% | 2026-Q2 |
| Capital Research Global Investors added | 6,300,111 | $915M | 3.5% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 6,139,183 | $889M | 3.4% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 6,057,187 | $880M | 3.4% | 2026-Q2 |
| FMR LLC added | 5,088,487 | $739M | 2.8% | 2026-Q2 |
| Capital World Investors trimmed | 4,149,130 | $603M | 2.3% | 2026-Q2 |
| First Eagle Investment Management, LLC added | 3,876,997 | $563M | 2.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 3,237,600 | $470M | 1.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,964,975 | $431M | 1.7% | 2026-Q2 |
| APG Asset Management US Inc. added | 2,748,149 | $405M | 1.6% | 2026-Q2 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC added | 2,540,776 | $369M | 1.4% | 2026-Q2 |
| Invesco Ltd. trimmed | 2,484,805 | $361M | 1.4% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 2,476,808 | $360M | 1.4% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 2,241,413 | $326M | 1.3% | 2026-Q2 |
| Daiwa Securities Group Inc. trimmed | 2,070,884 | $301M | 1.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 2,062,947 | $300M | 1.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 2,024,148 | $265M | 1.0% | 2026-Q2 |
| MORGAN STANLEY added | 1,900,995 | $276M | 1.1% | 2026-Q2 |
| Resolution Capital Ltd added | 1,881,956 | $273M | 1.1% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 1,811,243 | $268M | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 1,773,325 | $258M | 1.0% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 1,624,085 | $236M | 0.9% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,596,753 | $237M | 0.9% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 1,583,903 | $230M | 0.9% | 2026-Q2 |
| Diamond Hill Capital Management, LLC (Investment Advisor) trimmed | 1,467,285 | $213M | 0.8% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 1,415,100 | $206M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,236,755 | $180M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 1,186,509 | $172M | 0.7% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 1,059,736 | $154M | 0.6% | 2026-Q2 |
| Nuveen, LLC trimmed | 1,008,216 | $146M | 0.6% | 2026-Q2 |
| Boston Partners added | 996,774 | $145M | 0.6% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 902,368 | $131M | 0.5% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 901,425 | $131M | 0.5% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 839,763 | $122M | 0.5% | 2026-Q2 |
| Alyeska Investment Group, L.P. added | 815,890 | $119M | 0.5% | 2026-Q2 |
| UBS Group AG added | 756,067 | $110M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 708,547 | $103M | 0.4% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 702,947 | $102M | 0.4% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 630,727 | $92M | 0.4% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 610,649 | $89M | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 608,492 | $88M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 595,727 | $87M | 0.3% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 595,599 | $87M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 535,257 | $78M | 0.3% | 2026-Q2 |
| MARSHALL WACE, LLP added | 522,984 | $76M | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 486,377 | $71M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 455,772 | $66M | 0.3% | 2026-Q2 |
| CITIGROUP INC trimmed | 445,595 | $65M | 0.2% | 2026-Q2 |
| Woodline Partners LP added | 430,030 | $62M | 0.2% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 425,763 | $62M | 0.2% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD added | 416,966 | $61M | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 416,243 | $60M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 402,969 | $59M | 0.2% | 2026-Q2 |
| Asset Management One Co., Ltd. added | 393,941 | $57M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 392,417 | $57M | 0.2% | 2026-Q2 |
| Pictet Asset Management Holding SA trimmed | 379,334 | $55M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 375,130 | $55M | 0.2% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 367,813 | $53M | 0.2% | 2026-Q2 |
| National Pension Service trimmed | 360,842 | $52M | 0.2% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 344,895 | $50M | 0.2% | 2026-Q2 |
| Heitman Real Estate Securities LLC added | 331,685 | $48M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 308,951 | $45M | 0.2% | 2026-Q2 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC added | 306,536 | $45M | 0.2% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 299,669 | $44M | 0.2% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 299,322 | $43M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 289,404 | $42M | 0.2% | 2026-Q2 |
| Apollo Management Holdings, L.P. | 286,510 | $42M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 277,352 | $40M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 272,125 | $40M | 0.2% | 2026-Q2 |
| Aberdeen Group plc added | 268,095 | $39M | 0.1% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 256,430 | $37M | 0.1% | 2026-Q2 |
| Vanguard Investments Australia, Ltd. trimmed | 246,758 | $36M | 0.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 237,318 | $34M | 0.1% | 2026-Q2 |
| WORLDQUANT MILLENNIUM ADVISORS LLC added | 228,743 | $33M | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 227,570 | $33M | 0.1% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 223,008 | $32M | 0.1% | 2026-Q2 |
| State of New Jersey Common Pension Fund D trimmed | 215,682 | $31M | 0.1% | 2026-Q2 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added | 203,176 | $30M | 0.1% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 202,834 | $29M | 0.1% | 2026-Q2 |
| State of Tennessee, Department of Treasury trimmed | 191,248 | $28M | 0.1% | 2026-Q2 |
| Adelante Capital Management LLC trimmed | 189,610 | $28M | 0.1% | 2026-Q2 |
| MACQUARIE GROUP LTD added | 189,093 | $27M | 0.1% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 188,892 | $27M | 0.1% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 188,300 | $27M | 0.1% | 2026-Q2 |
| Allianz Asset Management GmbH trimmed | 184,936 | $27M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 178,907 | $26M | 0.1% | 2026-Q2 |
| AVIVA PLC added | 175,431 | $25M | 0.1% | 2026-Q2 |
| Hudson Bay Capital Management LP trimmed | 175,298 | $25M | 0.1% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 169,719 | $25M | 0.1% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 162,747 | $24M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 159,331 | $23M | 0.1% | 2026-Q2 |
| Ceredex Value Advisors LLC added | 152,900 | $22M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 152,781 | $22M | 0.1% | 2026-Q2 |
| Gradient Investments LLC trimmed | 150,351 | $22M | 0.1% | 2026-Q2 |
| Ensign Peak Advisors, Inc added | 150,324 | $22M | 0.1% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 147,986 | $22M | 0.1% | 2026-Q2 |
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.