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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
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
20
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 9 listed it in both
Shares listed
22,608,540
combined, among listed positions
Reported value
$2.9bn
combined, at the quarter end

Among the 92 comparable managers: 8 buyers (opened or added shares) and 19 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,423,275.

Managers listing EXR in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

20 of 20 holders

ActionFiling
Capital World Investors7,091,003$923m0.13%Trimmed-70,35711 Feb 2026 (the filing on sec.gov)
Invesco Ltd3,051,693$397munder 0.1%Added+91,02219 Feb 2026 (the filing on sec.gov)
First Eagle Investment Management LLC2,552,053$332m0.58%Added+974,8044 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)2,458,947$320munder 0.1%Added+1,166,31817 Feb 2026 (the filing on sec.gov)
MFS Investment Management2,455,386$320m0.10%Trimmed-293,93722 Jan 2026 (the filing on sec.gov)
AllianceBernstein LP2,360,778$307m0.10%Added+1,404,17617 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC866,198$113m0.06%Trimmed-642,32617 Feb 2026 (the filing on sec.gov)
Millennium Management LLC392,329$51munder 0.1%Added+110,55617 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc311,153$41munder 0.1%Trimmed-1,48617 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC256,829$33munder 0.1%Added+185,14317 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC226,511$29munder 0.1%Trimmed-12,33727 Oct 2026 (the filing on sec.gov)
Marshall Wace LLP214,422$28munder 0.1%Trimmed-796,27713 Feb 2026 (the filing on sec.gov)
Woodline Partners LP160,024$21m0.08%Trimmed-82,86217 Feb 2026 (the filing on sec.gov)
Capital Research Global Investors52,642$6.9munder 0.1%Trimmed-269,67211 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC50,986$6.6munder 0.1%Trimmed-32,21717 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP39,292$5.1munder 0.1%Trimmed-84,19013 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP33,207$4.3munder 0.1%Added+3,40517 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd27,810$3.6munder 0.1%Added+42117 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC5,656$737kunder 0.1%Trimmed-27813 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP1,621$211kunder 0.1%Trimmed-44,18517 Feb 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2025 to Q4 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 (0)

No new position among listed positions.

Exited (7)

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 →