Skip to content

EXR EXTRA SPACE STORAGE INC

Follow

REIT (common), issuer CIK 1289490

779 managers (804 13F filers) reported a position in EXR shares at 2025-03-31, 207,834,456 shares in all. 92 filers opened a position and 72 filers sold out during the quarter.

Managers
779
13F filers
804
New
92
Added
304
Reduced
272
Sold out
72
Shares held by filers
207,834,456

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Brooklyn Investment Group1,131$168K0.04%-113F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC1,137$167K<0.01%-87313F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,104$164K<0.01%-6713F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management1,103$164K0.01%+4013F-HRTimelineGroup
Livforsakringsbolaget Skandia, Omsesidi…1,100$163K0.01%013F-HRTimeline
Virtus Investment Advisers, LLCgroup of 2 filers holding1,020$151K-6,831Timeline
CVA Family Office, LLC1,014$151K0.02%+5213F-HRTimeline
Parallel Advisors, LLC971$144K<0.01%-12313F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC954$142K<0.01%013F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC941$140K0.08%+113F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC934$139K<0.01%+7313F-HRTimeline
Arax Advisory Partners910$135K0.01%-4813F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…910$135K0.05%+17013F-HRTimeline
CoreCap Advisors, LLC909$135K0.01%-5313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC896$133K<0.01%-1513F-HRTimeline
Covestor Ltd872$129K0.09%-4813F-HRTimeline
HHM Wealth Advisors, LLC861$128K0.02%013F-HRTimeline
CX Institutional857$127K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC844$125K<0.01%-213F-HRTimeline
Blue Trust, Inc.839$125K<0.01%+1513F-HRTimeline
SVB WEALTH LLC825$123K0.01%new13F-HRTimeline
Parvin Asset Management, LLC781$116K0.13%+36513F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd753$112K0.01%new13F-HRTimelineGroup
UMB Bank, n.a.742$110K<0.01%-8913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
DiNuzzo Private Wealth, Inc.715$106K0.01%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich706$105K<0.01%+6613F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…689$102K0.01%-17713F-HRTimelineGroup
ESL Trust Services, LLC671$99.6K0.02%013F-HRTimeline
Cromwell Holdings LLC663$98.4K0.06%+1213F-HRTimeline
MassMutual Private Wealth & Trust, FSB660$98K<0.01%+19613F-HRTimeline
Sherman Asset Management, Inc.626$93K0.09%013F-HRTimeline
CENTRAL TRUST Co618$91.8K<0.01%-28613F-HRTimeline
Lindbrook Capital, LLC614$91.2K0.01%+9113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO606$90K<0.01%-313F-HRTimelineGroup
Parkside Financial Bank & Trust602$89.4K0.01%+2813F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management582$86.4K0.01%13F-HRTimelineGroup
Generali Asset Management SPA SGR561$83.3K<0.01%013F-HRTimeline
Global X Japan Co., Ltd.558$82.9K0.01%+11113F-HRTimeline
Muzinich & Co., Inc.548$81.4K0.05%013F-HRTimeline
Avalon Trust Co532$79K0.01%new13F-HRTimeline
Wayfinding Financial, LLC513$76K0.03%new13F-HRTimeline
Oslo Pensjonsforsikring AS507$75.3K0.01%new13F-HRTimeline
Beacon Capital Management, LLC503$74.7K0.01%013F-HRTimeline
Cornerstone Advisors, LLC500$74.2K<0.01%013F-HRTimeline
Manchester Capital Management LLC448$66.5K0.01%+3713F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC418$62.5K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST400$59.4K0.01%013F-HRTimeline
Mechanics Financial Corp389$57.8K0.03%013F-HRTimeline
True Wealth Design, LLC361$53.6K0.02%+30213F-HRTimeline
Asset Planning,Inc350$52K0.04%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…336$49.9K<0.01%13F-HRTimeline
Quent Capital, LLC327$48.6K0.01%013F-HRTimeline
Continuum Advisory, LLC313$46.5K0.01%+213F-HRTimeline
Hexagon Capital Partners LLC312$46.3K0.01%-113F-HRTimeline
Smithfield Trust Co309$46K<0.01%-4413F-HRTimeline
TOBAM308$46K0.02%-64913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ROTHSCHILD INVESTMENT LLC308$45.7K<0.01%+2113F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC302$44.8K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…291$43.2K0.02%+3113F-HRTimeline
Bruce G. Allen Investments, LLC257$38.2K0.03%-1413F-HRTimeline
Davis Capital Management245$36.4K0.03%013F-HRTimeline
Hemington Wealth Management247$36K0.01%-1113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.236$35K<0.01%-7213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Dynamic Wealth Strategies, LLC196$29.1K0.02%new13F-HRTimeline
Centerpoint Advisors, LLC181$27K0.01%+213F-HRTimeline
NFSG Corp180$26.7K0.01%-2713F-HRTimeline
Creekmur Asset Management LLC164$24.4K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC162$24K<0.01%-913F-HRTimeline
Golden State Wealth Management, LLC159$23.6K<0.01%-513F-HR/ATimeline
LANARK FINANCIAL, INC.160$23K<0.01%new13F-HRTimeline
Versant Capital Management, Inc150$22.3K<0.01%+2913F-HRTimeline
Park Square Financial Group, LLC150$22.3K0.02%013F-HRTimeline
DT Investment Partners, LLC142$21.1K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC139$20.6K0.01%+113F-HRTimeline
Bank of New Hampshire138$20.5K0.01%013F-HRTimeline
Caldwell Trust Co134$19.9K<0.01%013F-HRTimeline
Rise Advisors, LLC128$19K0.01%-1013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.125$18.6K0.01%013F-HRTimeline
PRIVATE TRUST CO NA125$18.6K<0.01%+1513F-HRTimeline
Sunbelt Securities, Inc.119$17.6K<0.01%+113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV118$17.5K<0.01%+213F-HRTimeline
Wiser Advisor Group LLC116$17.2K0.03%+213F-HRTimeline
GW&K Investment Management, LLC110$16K<0.01%+413F-HRTimeline
Twin Tree Management, LP104$15.4K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.102$15.1K<0.01%-6613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC100$14.8K<0.01%-10913F-HRTimeline
Heritage Wealth Advisors100$14.8K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC100$14.8K<0.01%013F-HRTimeline
Plato Investment Management Ltd94$14.1K<0.01%-30513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp92$13.7K<0.01%new13F-HRTimelineGroup
NewSquare Capital LLC92$13.7K<0.01%+8413F-HRTimeline
Missouri Trust & Investment Co90$13.4K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.88$13.1K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC88$13.1K<0.01%-913F-HRTimeline
Saudi Central Bank83$12.3K0.07%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…83$12.3K<0.01%new13F-HRTimeline
TSFG, LLC75$11K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc65$9.65K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.65$9.65K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC65$9.65K<0.01%013F-HRTimeline
LRI Investments, LLC64$9.5K<0.01%013F-HRTimeline
Fortitude Family Office, LLC60$8.91K<0.01%-1013F-HRTimeline
TRUST CO OF VERMONT55$8.17K<0.01%+2913F-HRTimeline
Gould Capital, LLC55$8.17K0.01%013F-HRTimeline
AdvisorNet Financial, Inc53$7.87K<0.01%+5013F-HRTimeline
Plante Moran Financial Advisors, LLC51$7.57K<0.01%013F-HRTimeline
Byrne Asset Management LLC50$7.42K0.01%013F-HRTimeline
Evolution Advisers, Inc.50$7K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.47$6.98K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC46$6.83K<0.01%+3613F-HRTimeline
MJT & Associates Financial Advisory Gro…41$6.09K0.01%13F-HRTimeline
Financial Management Professionals, Inc.39$5.79K<0.01%-113F-HRTimeline
Red Tortoise LLC39$5.79K<0.01%013F-HRTimeline
Bogart Wealth, LLC36$5.35K<0.01%+613F-HRTimeline
Glen Eagle Advisors, LLC34$5.05K<0.01%-3313F-HRTimeline
Avion Wealth39$5K<0.01%013F-HRTimeline
SIERRA OCEAN, LLC32$4.75K<0.01%+713F-HRTimeline
Key Financial Inc31$4.6K<0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …30$4.46K0.01%-413F-HRTimeline
WOLFF WIESE MAGANA LLC27$4.01K<0.01%013F-HRTimeline
First Pacific Financial25$3.71K<0.01%new13F-HRTimeline
Atlantic Edge Private Wealth Management…25$3.71K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…25$3.71K<0.01%013F-HRTimelineGroup
Dunhill Financial, LLC25$3.69K<0.01%-713F-HRTimeline
Gold Investment Management Ltd.24$3.56K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co22$3.27K<0.01%013F-HRTimeline
West Branch Capital LLC22$3.27K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC21$3.14K<0.01%013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P20$3K<0.01%new13F-HRTimelineGroup
Abound Wealth Management20$2.97K<0.01%-713F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC20$2.97K<0.01%new13F-HRTimelineGroup
Sachetta, LLC20$2.97K<0.01%-813F-HRTimeline
TD Waterhouse Canada Inc.20$2.96K<0.01%-613F-HRTimeline
Cornerstone Planning Group LLC20$2.83K<0.01%+1113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC19$2.82K<0.01%013F-HRTimeline
Investors Research Corp19$2.82K<0.01%013F-HRTimeline
MOTCO18$2.67K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC18$2.67K<0.01%013F-HRTimeline
WealthTrak Capital Management LLC17$2.52K<0.01%+913F-HRTimeline
Independence Bank of Kentucky17$2.52K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC24$2.38K<0.01%+813F-HRTimeline
Activest Wealth Management16$2.38K<0.01%+1613F-HRTimeline
TFC Financial Management, Inc.15$2.23K<0.01%+413F-HRTimeline
Iron Horse Wealth Management, LLC15$2.23K<0.01%013F-HRTimeline
Hughes Financial Services, LLC15$2.22K<0.01%new13F-HRTimeline
First Horizon Advisors, Inc.14$2.08K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC14$2.08K<0.01%+1413F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT13$1.93K<0.01%013F-HRTimeline
Synergy Investment Management, LLC13$1.93K<0.01%013F-HRTimeline
Greenline Partners, LLC11$1.63K<0.01%new13F-HRTimeline
North Capital, Inc.11$1.63K<0.01%13F-HRTimeline
Clark Wealth Partners11$1.63K<0.01%+213F-HRTimeline
Private Wealth Asset Management, LLC10$1.49K<0.01%13F-HRTimeline
Dogwood Wealth Management LLC10$1.49K<0.01%new13F-HRTimeline
New Millennium Group LLC9$1.34K<0.01%new13F-HRTimeline
Strengthening Families & Communities, L…9$1.34K<0.01%013F-HRTimeline
Bare Financial Services, Inc9$1.34K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC8$1.19K<0.01%013F-HRTimeline
Aspect Partners, LLC8$1.19K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.7$1.04K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC6$891<0.01%new13F-HR/ATimeline
AMERIFLEX GROUP, INC.6$891<0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC5$742<0.01%new13F-HRTimeline
ORG Partners LLC5$739<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.4$594<0.01%new13F-HRTimeline
NVWM, LLC4$594<0.01%+113F-HRTimeline
N.E.W. Advisory Services LLC4$594<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors4$594<0.01%-1113F-HRTimelineGroup
American Capital Advisory, LLC4$594<0.01%new13F-HRTimeline
WINNACLE WEALTH LLC3$434<0.01%+113F-HRTimeline
Principia Wealth Advisory, LLC3$407<0.01%-413F-HRTimeline
BOKF, NAin group BOKF, NA2$297<0.01%-413F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.2$273<0.01%new13F-HRTimeline
Redwood Park Advisors LLC1$149<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC1$147<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV3$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-2,85313F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Anchor Investment Management, LLC0$00%-17013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Rosenberg Matthew Hamilton0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.