- Quarter end
- 30 Sep 2025
- the date the book describes
- Filed
- 14 Nov 2025
- latest of these filings; the earliest 29 Oct 2025
- Managers listing it
- 10
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q2 2025 and Q3 2025; 9 listed it in both
- Shares listed
- 18,507,513
- combined, among listed positions
- Reported value
- $2.6bn
- combined, at the quarter end
Among the 95 comparable managers: 5 buyers (opened or added shares) and 6 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 Q3 2025
10 of 10 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Capital World Investors | 7,161,360 | $1.0bn | 0.14% | Added | +33,622 | 13 Nov 2025 (the filing on sec.gov) |
| Invesco Ltd | 2,960,671 | $417m | 0.07% | Trimmed | -438,421 | 13 Nov 2025 (the filing on sec.gov) |
| MFS Investment Management | 2,749,323 | $387m | 0.12% | Trimmed | -314,035 | 29 Oct 2025 (the filing on sec.gov) |
| First Eagle Investment Management LLC | 1,577,249 | $222m | 0.40% | Trimmed | -6,365 | 12 Nov 2025 (the filing on sec.gov) |
| AQR Capital Management LLC | 1,508,524 | $213m | 0.14% | Added | +7,849 | 14 Nov 2025 (the filing on sec.gov) |
| Marshall Wace LLP | 1,010,699 | $142m | 0.14% | Trimmed | -466,705 | 13 Nov 2025 (the filing on sec.gov) |
| AllianceBernstein LP | 956,602 | $135m | under 0.1% | Added | +343,081 | 14 Nov 2025 (the filing on sec.gov) |
| Capital Research Global Investors | 322,314 | $45m | under 0.1% | Trimmed | -103,323 | 13 Nov 2025 (the filing on sec.gov) |
| Woodline Partners LP | 242,886 | $34m | 0.16% | Added | n.a. | 14 Nov 2025 (the filing on sec.gov) |
| Maverick Capital Ltd | 17,885 | $2.5m | under 0.1% | Added | +4,084 | 14 Nov 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- AllianceBernstein LPexisting position · 956,602 shares now+343,081
- Capital World Investorsexisting position · 7,161,360 shares now+33,622
- AQR Capital Management LLCexisting position · 1,508,524 shares now+7,849
- Maverick Capital Ltdexisting position · 17,885 shares now+4,084
Reductions
- Marshall Wace LLPexisting position · 1,010,699 shares now-466,705
- Invesco Ltdexisting position · 2,960,671 shares now-438,421
- MFS Investment Managementexisting position · 2,749,323 shares now-314,035
- Capital Research Global Investorsexisting position · 322,314 shares now-103,323
- First Eagle Investment Management LLCexisting position · 1,577,249 shares now-6,365
New positions and exits
New (0)
No new position among listed positions.
Exited (1)
- Eisler Capital Management Ltdwas $11m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 3 | $71m | n.a. | n.a. |
| Q3 2013 | 4 | $113m | n.a. | n.a. |
| Q4 2013 | 3 | $113m | n.a. | n.a. |
| Q1 2014 | 2 | $106m | n.a. | n.a. |
| Q2 2014 | 2 | $112m | n.a. | n.a. |
| Q3 2014 | 5 | $473m | n.a. | n.a. |
| Q4 2014 | 4 | $582m | n.a. | n.a. |
| Q1 2015 | 6 | $829m | n.a. | n.a. |
| Q2 2015 | 8 | $1.2bn | n.a. | n.a. |
| Q3 2015 | 8 | $1.2bn | n.a. | n.a. |
| Q4 2015 | 6 | $1.3bn | n.a. | n.a. |
| Q1 2016 | 10 | $1.5bn | n.a. | n.a. |
| Q2 2016 | 8 | $1.5bn | n.a. | n.a. |
| Q3 2016 | 7 | $1.7bn | n.a. | n.a. |
| Q4 2016 | 7 | $1.8bn | n.a. | n.a. |
| Q1 2017 | 7 | $1.7bn | n.a. | n.a. |
| Q2 2017 | 6 | $1.8bn | n.a. | n.a. |
| Q3 2017 | 9 | $1.9bn | n.a. | n.a. |
| Q4 2017 | 9 | $1.9bn | n.a. | n.a. |
| Q1 2018 | 11 | $1.5bn | n.a. | n.a. |
| Q2 2018 | 8 | $1.5bn | n.a. | n.a. |
| Q3 2018 | 12 | $1.2bn | n.a. | n.a. |
| Q4 2018 | 12 | $1.0bn | n.a. | n.a. |
| Q1 2019 | 6 | $1.0bn | n.a. | n.a. |
| Q2 2019 | 12 | $1.3bn | n.a. | n.a. |
| Q3 2019 | 19 | $1.6bn | n.a. | n.a. |
| Q4 2019 | 11 | $1.1bn | n.a. | n.a. |
| Q1 2020 | 9 | $821m | n.a. | n.a. |
| Q2 2020 | 6 | $745m | n.a. | n.a. |
| Q3 2020 | 8 | $1.2bn | n.a. | n.a. |
| Q4 2020 | 6 | $690m | n.a. | n.a. |
| Q1 2021 | 7 | $1.3bn | n.a. | n.a. |
| Q2 2021 | 7 | $1.6bn | n.a. | n.a. |
| Q3 2021 | 14 | $1.6bn | n.a. | n.a. |
| Q4 2021 | 9 | $2.2bn | n.a. | n.a. |
| Q1 2022 | 11 | $2.0bn | n.a. | n.a. |
| Q2 2022 | 14 | $1.9bn | n.a. | n.a. |
| Q3 2022 | 10 | $3.3bn | n.a. | n.a. |
| Q4 2022 | 12 | $3.6bn | n.a. | n.a. |
| Q1 2023 | 13 | $3.7bn | n.a. | n.a. |
| Q2 2023 | 17 | $4.1bn | n.a. | n.a. |
| Q3 2023 | 13 | $4.3bn | n.a. | n.a. |
| Q4 2023 | 15 | $5.6bn | 9 | 6 |
| Q1 2024 | 14 | $4.6bn | 5 | 11 |
| Q2 2024 | 12 | $5.4bn | 7 | 5 |
| Q3 2024 | 12 | $5.8bn | 7 | 5 |
| Q4 2024 | 10 | $4.5bn | 6 | 4 |
| Q1 2025 | 20 | $3.2bn | 17 | 3 |
| Q2 2025 | 16 | $3.0bn | 9 | 9 |
| Q3 2025 | 10 | $2.6bn | 5 | 6 |
| Q4 2025 | 8 | $2.4bn | 8 | 19 |
| Q1 2026 | 10 | $3.7bn | 12 | 13 |
| Q2 2026 | 17 | $4.5bn | 24 | 8 |
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 →