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Disclosery

EXR EXTRA SPACE STORAGE INC

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REIT (common), issuer CIK 1289490

764 managers (785 13F filers) reported a position in EXR shares at 2024-12-31, 204,132,974 shares in all. 60 filers opened a position and 74 filers sold out during the quarter.

Managers
764
13F filers
785
New
60
Added
276
Reduced
273
Sold out
74
Shares held by filers
204,132,974

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Blue Trust, Inc.824$123K<0.01%-7213F-HR/ATimeline
SENTRY INVESTMENT MANAGEMENT LLC779$117K0.06%-12713F-HRTimeline
Smartleaf Asset Management LLC760$112K0.01%+11913F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…740$111K0.04%013F-HRTimeline
DiNuzzo Private Wealth, Inc.715$107K0.01%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich640$106K<0.01%-1,15613F-HRTimeline
ESL Trust Services, LLC671$100K0.02%013F-HRTimeline
Cromwell Holdings LLC651$97.4K0.06%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP650$97.2K0.01%013F-HRTimelineGroup
Hilltop National Bank647$96.8K0.03%-13013F-HRTimeline
Sherman Asset Management, Inc.626$93.7K0.09%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO609$91.1K<0.01%+913F-HRTimelineGroup
Parkside Financial Bank & Trust574$85.9K0.01%+3113F-HRTimeline
Generali Asset Management SPA SGR561$83.9K<0.01%13F-HR/ATimeline
Muzinich & Co., Inc.548$82K0.06%013F-HRTimeline
SIMPLEX TRADING, LLC545$81K<0.01%-2,74613F-HRTimeline
Lindbrook Capital, LLC523$78.2K0.01%+6813F-HRTimeline
Beacon Capital Management, LLC503$75.2K0.01%013F-HRTimeline
Cornerstone Advisors, LLC500$74.8K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB464$69.4K<0.01%-1813F-HRTimeline
Global X Japan Co., Ltd.447$66.9K0.01%+5613F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC418$62.5K<0.01%013F-HRTimeline
Parvin Asset Management, LLC416$62.2K0.07%13F-HRTimeline
Manchester Capital Management LLC411$61.5K0.01%-10013F-HRTimeline
Plato Investment Management Ltd399$59.9K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST400$59.8K0.01%new13F-HRTimeline
Global Retirement Partners, LLC391$58.5K<0.01%-1613F-HRTimeline
Mechanics Financial Corp389$58.2K0.03%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC372$56K<0.01%+713F-HRTimelineGroup
Quarry LP356$53.3K0.01%+21713F-HRTimeline
Pacific Capital Wealth Advisors, Inc.350$52.4K0.01%013F-HRTimeline
Asset Planning,Inc350$52.4K0.04%13F-HRTimeline
Smithfield Trust Co353$52K<0.01%013F-HRTimeline
Quent Capital, LLC327$48.9K0.01%+15413F-HRTimeline
Hexagon Capital Partners LLC313$46.8K0.01%+30113F-HRTimeline
Continuum Advisory, LLC311$46.5K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.308$46K<0.01%-30,42113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LOGAN CAPITAL MANAGEMENT INC302$45.2K<0.01%-1,42813F-HRTimeline
ROTHSCHILD INVESTMENT LLC287$42.9K<0.01%-26013F-HRTimeline
Bruce G. Allen Investments, LLC271$40.5K0.03%-513F-HRTimeline
Caitong International Asset Management …268$40.1K0.04%13F-HR/ATimeline
Annis Gardner Whiting Capital Advisors,…260$38.9K0.01%-113F-HRTimeline
Hemington Wealth Management258$38K0.01%013F-HRTimeline
Larson Financial Group LLC251$37.5K<0.01%-65913F-HRTimeline
Davis Capital Management245$36.7K0.03%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC209$31.3K<0.01%-89513F-HRTimeline
NFSG Corp207$31K0.01%013F-HRTimeline
Centerpoint Advisors, LLC179$27K0.01%+213F-HRTimeline
Capital Advisors, Ltd. LLC171$26K<0.01%-213F-HRTimeline
Anchor Investment Management, LLC170$25.4K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.168$25.1K<0.01%+8013F-HRTimeline
Golden State Wealth Management, LLC164$24.5K<0.01%13F-HRTimeline
Creekmur Asset Management LLC164$24.5K0.01%013F-HRTimeline
Park Square Financial Group, LLC150$22.4K0.02%13F-HRTimeline
DT Investment Partners, LLC142$21.2K<0.01%013F-HRTimeline
Bank of New Hampshire138$20.6K0.01%013F-HRTimeline
Private Wealth Management Group, LLC138$20.6K0.01%-2913F-HRTimeline
Rise Advisors, LLC138$20.6K0.01%+213F-HRTimeline
Caldwell Trust Co134$20K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.125$18.7K0.01%13F-HRTimeline
Versant Capital Management, Inc121$18.1K<0.01%+4113F-HRTimeline
Sunbelt Securities, Inc.118$17.4K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV116$17.4K<0.01%+8113F-HRTimeline
IFP Advisors, Inc115$17.2K<0.01%+4813F-HRTimeline
Wiser Advisor Group LLC114$17.1K0.02%+113F-HRTimeline
PRIVATE TRUST CO NA110$16.5K<0.01%+1813F-HRTimeline
GW&K Investment Management, LLC106$16K<0.01%-713F-HRTimeline
Heritage Wealth Advisors100$15K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC100$15K<0.01%013F-HRTimeline
LGT Financial Advisors LLC99$14.8K0.03%013F-HRTimeline
Zions Bancorporation, N.A.98$14.7K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC97$14.5K<0.01%-1713F-HRTimeline
Missouri Trust & Investment Co90$13.5K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.88$13.2K<0.01%-413F-HRTimeline
Decker Retirement Planning Inc.88$13.2K0.01%13F-HRTimeline
LEE DANNER & BASS INC84$12.6K<0.01%new13F-HRTimeline
PITTENGER & ANDERSON INC80$12K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.78$11.7K<0.01%-313F-HRTimeline
TSFG, LLC75$11K<0.01%013F-HRTimeline
Fortitude Family Office, LLC70$10.5K<0.01%+1013F-HRTimeline
Glen Eagle Advisors, LLC67$10K<0.01%-2513F-HRTimeline
Bell Investment Advisors, Inc65$9.72K<0.01%+1013F-HRTimeline
Washington Trust Advisors, Inc.65$9.72K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC65$9.72K<0.01%013F-HRTimeline
LRI Investments, LLC64$9.57K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC61$8.98K<0.01%013F-HRTimeline
True Wealth Design, LLC59$8.83K<0.01%new13F-HRTimeline
Gould Capital, LLC55$8.23K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.52$7.77K<0.01%+113F-HRTimeline
Plante Moran Financial Advisors, LLC51$7.63K<0.01%013F-HRTimeline
AlphaQuest LLC50$7.48K<0.01%new13F-HRTimeline
Byrne Asset Management LLC50$7.48K0.01%013F-HRTimeline
Evolution Advisers, Inc.50$7K<0.01%013F-HRTimeline
Leonteq Securities AG43$6.43K<0.01%new13F-HRTimeline
Avior Wealth Management, LLC42$6.28K<0.01%+713F-HRTimeline
Sandy Spring Bank41$6.13K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.40$5.98K<0.01%-413F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC39$5.86K<0.01%new13F-HRTimeline
Red Tortoise LLC39$5.83K<0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …34$5.09K0.01%new13F-HRTimeline
Avion Wealth39$5K<0.01%-113F-HRTimeline
Dunhill Financial, LLC32$4.82K<0.01%+713F-HRTimeline
Key Financial Inc31$4.64K<0.01%013F-HRTimeline
Bogart Wealth, LLC30$4.49K<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.28$4.19K<0.01%new13F-HRTimeline
Sachetta, LLC28$4.19K<0.01%+1413F-HRTimeline
Abound Wealth Management27$4.04K<0.01%-513F-HRTimeline
WOLFF WIESE MAGANA LLC27$4.04K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC25$3.9K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…25$3.9K<0.01%013F-HRTimelineGroup
TRUST CO OF VERMONT26$3.89K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.26$3.89K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…25$3.74K<0.01%013F-HRTimeline
SIERRA OCEAN, LLC25$3.74K<0.01%13F-HRTimeline
Gold Investment Management Ltd.24$3.59K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co22$3.29K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC21$3.14K<0.01%013F-HR/ATimeline
HARBOR INVESTMENT ADVISORY, LLC19$2.84K<0.01%013F-HRTimeline
Investors Research Corp19$2.84K<0.01%013F-HRTimeline
WR Wealth Planners, LLC19$2.84K<0.01%-613F-HRTimeline
Eagle Bay Advisors LLC18$2.72K<0.01%-513F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC18$2.69K<0.01%013F-HRTimeline
Independence Bank of Kentucky17$2.54K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC16$2.39K<0.01%13F-HRTimeline
Iron Horse Wealth Management, LLC15$2.24K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors15$2.24K<0.01%+1313F-HRTimelineGroup
First Horizon Advisors, Inc.14$2.09K<0.01%-2313F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT13$1.95K<0.01%013F-HRTimeline
Synergy Investment Management, LLC13$1.95K<0.01%13F-HRTimeline
TFC Financial Management, Inc.11$1.65K<0.01%013F-HRTimeline
WPG Advisers, LLC11$1.65K<0.01%13F-HRTimeline
MCF Advisors LLC10$1.5K<0.01%-213F-HRTimeline
Sound Income Strategies, LLC10$1.5K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC9$1.4K<0.01%-213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.9$1.35K<0.01%-913F-HRTimelineGroup
Clark Wealth Partners9$1.35K<0.01%13F-HRTimeline
NewSquare Capital LLC8$1.2K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC8$1.2K<0.01%-3113F-HRTimeline
Aspect Partners, LLC8$1.2K<0.01%013F-HRTimeline
WealthTrak Capital Management LLC8$1.2K<0.01%13F-HRTimeline
BOK Financial Private Wealth, Inc.7$1.05K<0.01%-3413F-HRTimeline
Cassady Schiller Wealth Management, LLC7$1.05K<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC7$1.05K<0.01%13F-HRTimeline
Strengthening Families & Communities, L…9$1K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.6$924<0.01%13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA6$898<0.01%new13F-HRTimeline
Clean Yield Group6$898<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA6$881<0.01%-113F-HRTimelineGroup
Pacific Center for Financial Services5$748<0.01%013F-HRTimeline
Asset Dedication, LLC4$599<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC4$598<0.01%013F-HRTimeline
Nemes Rush Group LLC4$598<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc3$449<0.01%-2513F-HRTimeline
NVWM, LLC3$449<0.01%013F-HRTimeline
WINNACLE WEALTH LLC2$290<0.01%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1$150<0.01%013F-HRTimelineGroup
SUMMIT SECURITIES GROUP LLC1$150<0.01%new13F-HRTimeline
Van Hulzen Asset Management, LLC1$150<0.01%new13F-HRTimeline
Sugar Maple Asset Management, LLC1$150<0.01%new13F-HRTimeline
Redwood Park Advisors LLC1$150<0.01%13F-HRTimeline
Retirement Wealth Solutions LLC1$144<0.01%13F-HRTimeline
RE Dickinson Investment Advisors, LLC64$960.01%013F-HR/ATimeline
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
HIGHLINE WEALTH PARTNERS LLC0$00%-813F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.