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EXR in the 13F filings

Extra Space Storage Inc · CUSIP 30225T102

Sector · Real estateTheme · Real estate investment trusts
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
30 Jun 2025
the date the book describes
Filed
18 Aug 2025
latest of these filings; the earliest 6 Aug 2025
Managers listing it
16
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q1 2025 and Q2 2025; 13 listed it in both
Shares listed
20,258,399
combined, among listed positions
Reported value
$3.0bn
combined, at the quarter end

Among the 95 comparable managers: 9 buyers (opened or added shares) and 9 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing EXR in Q2 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

16 of 16 holders

ActionFiling
Capital World Investors7,127,738$1.1bn0.15%Trimmed-601,15913 Aug 2025 (the filing on sec.gov)
Invesco Ltd3,399,092$501m0.09%Added+342,70813 Aug 2025 (the filing on sec.gov)
MFS Investment Management3,063,358$452m0.14%Trimmed-14,2198 Aug 2025 (the filing on sec.gov)
First Eagle Investment Management LLC1,583,614$233m0.46%Trimmed-32,4356 Aug 2025 (the filing on sec.gov)
AQR Capital Management LLC1,500,675$218m0.18%Added+376,46914 Aug 2025 (the filing on sec.gov)
Marshall Wace LLP1,477,404$218m0.25%Added+554,66613 Aug 2025 (the filing on sec.gov)
Balyasny Asset Management LLC653,388$96m0.15%Trimmed-205,86114 Aug 2025 (the filing on sec.gov)
AllianceBernstein LP613,521$90munder 0.1%Added+160,74414 Aug 2025 (the filing on sec.gov)
Capital Research Global Investors425,637$63munder 0.1%Added+42213 Aug 2025 (the filing on sec.gov)
Tudor Investment Corp112,986$17munder 0.1%Trimmed-160,12314 Aug 2025 (the filing on sec.gov)
Acadian Asset Management LLC75,738$11munder 0.1%Newnew7 Aug 2025 (the filing on sec.gov)
Eisler Capital Management Ltd72,236$11m0.06%Added+33,78112 Aug 2025 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC58,579$8.6m0.06%Trimmed-113,99914 Aug 2025 (the filing on sec.gov)
Freestone Grove Partners LP46,487$6.9m0.05%Newnew14 Aug 2025 (the filing on sec.gov)
Holocene Advisors LP34,145$5.0munder 0.1%Trimmed-71214 Aug 2025 (the filing on sec.gov)
Maverick Capital Ltd13,801$2.0munder 0.1%Newnew14 Aug 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2025 to Q2 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Exited (2)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
12 in Q3 2024 to 17 in Q2 2026

Tracked managers listing it, at least.

051015202014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
EXR by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20133$71mn.a.n.a.
Q3 20134$113mn.a.n.a.
Q4 20133$113mn.a.n.a.
Q1 20142$106mn.a.n.a.
Q2 20142$112mn.a.n.a.
Q3 20145$473mn.a.n.a.
Q4 20144$582mn.a.n.a.
Q1 20156$829mn.a.n.a.
Q2 20158$1.2bnn.a.n.a.
Q3 20158$1.2bnn.a.n.a.
Q4 20156$1.3bnn.a.n.a.
Q1 201610$1.5bnn.a.n.a.
Q2 20168$1.5bnn.a.n.a.
Q3 20167$1.7bnn.a.n.a.
Q4 20167$1.8bnn.a.n.a.
Q1 20177$1.7bnn.a.n.a.
Q2 20176$1.8bnn.a.n.a.
Q3 20179$1.9bnn.a.n.a.
Q4 20179$1.9bnn.a.n.a.
Q1 201811$1.5bnn.a.n.a.
Q2 20188$1.5bnn.a.n.a.
Q3 201812$1.2bnn.a.n.a.
Q4 201812$1.0bnn.a.n.a.
Q1 20196$1.0bnn.a.n.a.
Q2 201912$1.3bnn.a.n.a.
Q3 201919$1.6bnn.a.n.a.
Q4 201911$1.1bnn.a.n.a.
Q1 20209$821mn.a.n.a.
Q2 20206$745mn.a.n.a.
Q3 20208$1.2bnn.a.n.a.
Q4 20206$690mn.a.n.a.
Q1 20217$1.3bnn.a.n.a.
Q2 20217$1.6bnn.a.n.a.
Q3 202114$1.6bnn.a.n.a.
Q4 20219$2.2bnn.a.n.a.
Q1 202211$2.0bnn.a.n.a.
Q2 202214$1.9bnn.a.n.a.
Q3 202210$3.3bnn.a.n.a.
Q4 202212$3.6bnn.a.n.a.
Q1 202313$3.7bnn.a.n.a.
Q2 202317$4.1bnn.a.n.a.
Q3 202313$4.3bnn.a.n.a.
Q4 202315$5.6bn96
Q1 202414$4.6bn511
Q2 202412$5.4bn75
Q3 202412$5.8bn75
Q4 202410$4.5bn64
Q1 202520$3.2bn173
Q2 202516$3.0bn99
Q3 202510$2.6bn56
Q4 20258$2.4bn819
Q1 202610$3.7bn1213
Q2 202617$4.5bn248

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

EXR and WELL →EXR and EQIX →EXR and PLD →Choose a stock to compare with EXR →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own EXR, latest filings →Back to the 13F Explorer →