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EXR — EXTRA SPACE STORAGE INC

Reported value held$18.27B
Funds holding (latest)52
SectorReal Estate

Index member: S&P 500

Funds holding (Q2 2026)43
Institutional value$13.76B · 94.98M sh
New / Add / Cut / Exit5 / 17 / 20 / 2
Top-5 / Top-10 concentration53.6% / 73.2%
Institutional holdings change Accumulating +13.8% (+11.51M sh)
Institutional value change Up +26.2%

As of Q2 2026, 43 SEC-registered investment managers reported holding EXR (EXTRA SPACE STORAGE INC) in their latest 13F filings, with a combined reported value of $13.76B across 94.98M shares. That is +13.8% by share count (+11.51M shares) versus the previous quarter, while reported value moved +26.2%. Ownership is concentrated: the five largest holders account for 53.6% of reported value and the top ten for 73.2%.

Compared with the prior quarter, 5 opened new positions, 17 added to existing stakes, 20 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

EXR is a constituent of the S&P 500 and is classified in the Real Estate sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 34.51M $4.49B 0.07% Hold
BlackRock Inc history Q2 2026 22.95M $3.33B 0.05% Add
Norges Bank Investment Management history Q2 2026 9.30M $1.35B 0.14% Reduce
Capital Research Global Investors history Q2 2026 6.30M $915.41M 0.13% Add
Geode Capital Management history Q2 2026 6.14M $888.76M 0.05% Add
Principal Global Investors history Q2 2026 6.06M $880.12M 0.43% Reduce
Fidelity Management & Research (FMR) history Q2 2026 5.09M $739.36M 0.04% Add
Capital World Investors history Q2 2026 4.15M $602.88M 0.07% Reduce
First Eagle Investment Management history Q2 2026 3.88M $563.33M 0.94% Add
Charles Schwab Investment Management history Q2 2026 2.96M $430.81M 0.06% Add
Invesco Ltd history Q2 2026 2.48M $361.04M 0.03% Reduce
Northern Trust Corp history Q2 2026 2.48M $359.88M 0.04% Reduce
Legal & General Investment Management America history Q2 2026 2.06M $299.75M 0.06% Reduce
Morgan Stanley history Q2 2026 1.90M $276.22M 0.01% Add
MFS Investment Management history Q2 2026 1.81M $268.28M 0.09% Reduce
Goldman Sachs Group history Q2 2026 1.77M $257.66M 0.02% Reduce
Citadel Advisors history Q2 2026 1.65M $239.41M 0.03% Add
JPMorgan Chase & Co history Q2 2026 1.60M $236.73M 0.03% New
Prudential Financial history Q2 2026 1.62M $235.98M 0.26% Add
Millennium Management history Q2 2026 1.42M $206.05M 0.08% New

View all 52 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 22.36M 22.63M 22.53M 21.44M 21.41M 22.55M 22.49M 22.95M
Norges Bank Investment Management — — — — — 2.59M — — — 6.38M — 6.81M — 6.27M — 7.18M — 9.37M — 9.30M
Capital Research Global Investors — — — 522.38K 523.00K 523.32K 523.19K 523.19K 727.16K 1.54M 1.54M 1.26M 1.31M 424.43K 425.21K 425.64K 322.31K 52.64K 6.25M 6.30M
Geode Capital Management 2.92M 3.00M 3.08M 3.15M 3.10M 3.14M 3.18M 3.27M 5.18M 5.31M 5.60M 5.76M 5.65M 5.63M 5.69M 5.80M 5.89M 5.95M 6.09M 6.14M
Principal Global Investors 4.53M 4.65M 4.76M 5.15M 5.17M 4.69M 5.16M 5.33M 6.51M 7.08M 7.09M 6.87M 6.72M 6.70M 6.48M 6.31M 6.72M 6.65M 6.43M 6.06M
Fidelity Management & Research (FMR) 2.62M 2.63M 2.50M 2.61M 2.49M 5.00M 2.61M 1.99M 1.71M 1.67M 2.52M 3.08M 2.03M 1.08M 1.08M 1.34M 1.29M 2.46M 4.60M 5.09M
Capital World Investors 1.97M 1.97M 988.42K 1.45M 9.09M 13.06M 13.78M 17.88M 21.48M 19.68M 16.24M 19.59M 22.13M 21.08M 7.73M 7.13M 7.16M 7.09M 4.78M 4.15M
First Eagle Investment Management — — — — — — 369 567 1.32M 1.65M 1.65M 1.64M 1.63M 1.63M 1.62M 1.58M 1.58M 2.55M 3.84M 3.88M
Charles Schwab Investment Management 1.25M 1.28M 1.31M 1.29M 1.30M 1.33M 1.34M 1.36M 2.14M 2.20M 2.25M 2.25M 2.37M 2.41M 2.44M 2.53M 2.57M 2.71M 2.80M 2.96M
Invesco Ltd 1.10M 1.73M 2.09M 1.66M 1.57M 782.40K 811.75K 914.80K 1.73M 2.36M 3.89M 3.83M 2.49M 2.58M 3.06M 3.40M 2.96M 3.05M 3.83M 2.48M
Northern Trust Corp 1.96M 2.34M 2.24M 1.87M 1.87M 1.67M 1.66M 1.71M 2.72M 2.09M 2.06M 2.03M 1.93M 2.88M 2.92M 2.84M 2.87M 2.71M 2.70M 2.48M
Legal & General Investment Management America 1.67M 1.63M 1.68M 1.75M 1.64M 1.61M 1.63M 1.65M 2.40M 2.91M 2.90M 2.83M 2.66M 2.07M 2.05M 2.10M 2.05M 2.23M 2.15M 2.06M
Morgan Stanley 877.03K 833.42K 872.87K 1.10M 1.10M 968.88K 894.84K 1.07M 1.66M 1.86M 1.67M 2.00M 2.00M 1.88M 1.97M 1.76M 1.72M 1.65M 1.76M 1.90M
MFS Investment Management 2.81M 2.96M — 3.64M 3.65M 3.08M 2.65M 2.27M 3.03M 3.22M 3.39M 3.55M 2.96M 3.06M 3.08M 3.06M 2.75M 2.46M 1.82M 1.81M
Goldman Sachs Group 626.78K 697.50K 474.24K 850.52K 988.27K 1.25M 875.78K 982.00K 2.11M 2.13M 1.80M 2.08M 2.12M 1.67M 1.87M 2.56M 2.15M 2.28M 1.97M 1.77M
Citadel Advisors 264.85K 114.80K 151.99K 126.88K 111.47K 373.18K 49.40K 1.03M 925.22K 349.16K 101.81K 633.87K 138.10K 546.44K 241.97K 929.37K 138.49K 306.53K 1.15M 1.65M
JPMorgan Chase & Co 600.45K 609.76K 711.91K 497.02K 2.00K 454.40K 525.48K 478.13K 3.35M 2.79M 4.66M 400 400 400 4.09M 4.51M 3.87M 3.94M — 1.60M
Prudential Financial 692.33K 646.79K 564.45K 406.55K 288.45K 336.83K 329.01K 231.88K 807.67K 764.74K 458.78K 368.74K 1.12M 1.44M 1.13M 671.23K 473.29K 253.01K 1.32M 1.62M
Millennium Management 719.65K 263.04K 95.11K 156.31K 7.14K 177.01K 197.05K 902.84K 336.41K 489.29K 353.84K 505.21K 413.87K 135.97K 573.25K 404.59K 281.77K 392.33K — 1.42M
BNY Mellon 1.16M 1.13M 1.21M 1.27M 1.24M 1.27M 1.25M 1.24M 1.76M 1.57M 1.53M 1.51M 1.42M 1.41M 1.36M 1.37M 1.31M 1.53M 1.24M 1.24M

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