Extra Space Storage

EXR • NYSE

Extra Space Storage is a reit - industrial company in the real estate sector on NYSE, led by Joseph (Joe) D. Margolis, with a market cap of $27.8B. As of Q3 2025, 93% of shares are held by 771 institutional investors, with VANGUARD GROUP INC as the largest holder at 16.22%.

Chief Executive OfficerJoseph (Joe) D. Margolis

Market Cap$27.8B

REIT - Industrial

Real Estate

Employees7.6K

Websiteextraspace.com

Country

United States of America

Overview

Overview of institutional ownership in EXR as of Q3 2025 with a market cap of $29.9B

All Institutions

Institutions: 771
Value Held: $28.0B
Shares Held: 198.7M
Avg Position: $36.3M
Median Position: $677.7K

Hedge Funds

Hedge Funds: 42
Value Held: $476.5M
Shares Held: 3.4M
Avg Position: $11.3M
Median Position: $2.0M

Ownership Breakdown

Institutional (non-HF)

91.86%

$27.5B

Hedge Funds

1.59%

$476.5M

Retail & Other

6.54%

$2.0B

Based on market cap of $29.9B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in EXR as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$4.9B 0.07% of portfolio	16.22% 34.4M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$3.0B 0.05% of portfolio	10.09% 21.4M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
COHEN & STEERS INC Institution	Joseph M. Harvey CEO	$2.0B 3.63% of portfolio	6.64% 14.1M shares	≤ Q2 2013 Held for 12y 5m+	$54.7B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$2.0B 0.07% of portfolio	6.55% 13.9M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
C Capital World Investors Institution	-	$1.0B 0.14% of portfolio	3.37% 7.2M shares	Q1 2020 Held for 5y 8m	$730.00B
PRINCIPAL FINANCIAL GROUP INC Institution	Deanna Strable CEO	$946.5M 0.48% of portfolio	3.16% 6.7M shares	≤ Q2 2013 Held for 12y 5m+	$197.71B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$826.8M 0.05% of portfolio	2.77% 5.9M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$545.0M 0.03% of portfolio	1.82% 3.9M shares	≤ Q2 2013 Held for 12y 5m+	$1.56T
C Capital International Investors Institution	-	$507.1M 0.08% of portfolio	1.70% 3.6M shares	Q1 2023 Held for 2y 8m	$615.90B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	Gerard Kieran O'Reilly CEO	$439.0M 0.09% of portfolio	1.47% 3.1M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B

Net Capital Flow

Institutional buying and selling activity for EXR in Q3 2025

Net Flow: −$150.0M
Buyers: 270
Sellers: 374
Total Bought: +$1.5B
Total Sold: −$1.6B
Avg Position: $35.6M

Biggest Buyers

Institution	Net Bought	Current Position
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	+$277.5M +2.0M shares	$308.3M 2.2M shares
$DEUTSCHE BANK AG\ logo$ DEUTSCHE BANK AG\ Institution	+$212.6M +1.5M shares	$321.8M 2.3M shares
Resolution Capital Ltd Real Assets	+$123.0M +872.6K shares	$397.9M 2.8M shares
R Russell Investments Group, Ltd. RIA/Wealth	+$93.8M +665.2K shares	$203.2M 1.4M shares
DIAMOND HILL CAPITAL MANAGEMENT INC Long Only Manager	+$74.2M +526.2K shares	$340.2M 2.4M shares
PRINCIPAL FINANCIAL GROUP INC Institution	+$57.2M +406.1K shares	$946.5M 6.7M shares
BARCLAYS PLC Institution	+$53.4M +379.2K shares	$109.1M 773.9K shares
ALLIANCEBERNSTEIN L.P. Long Only Manager	+$48.4M +343.1K shares	$134.8M 956.6K shares
SCHRODER INVESTMENT MANAGEMENT GROUP RIA/Wealth	+$47.4M +335.0K shares	$50.3M 355.5K shares
C CANADA PENSION PLAN INVESTMENT BOARD Institution	+$44.4M +315.2K shares	$205.5M 1.5M shares

Biggest Sellers

Institution	Net Sold	Current Position
Hamlin Capital Management, LLC Long Only Manager	−$132.7M −900.0K shares	Sold Off 0 shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$116.2M −824.3K shares	$10.1M 71.7K shares
JPMORGAN CHASE & CO Institution	−$91.2M −646.9K shares	$545.0M 3.9M shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$80.4M −570.2K shares	$11.7M 83.2K shares
Marshall Wace LLP Institution	−$65.8M −466.7K shares	$142.4M 1.0M shares
MANNING & NAPIER ADVISORS LLC RIA/Wealth	−$62.1M −440.5K shares	$181.8K 1.3K shares
Invesco Ltd. ETF Provider	−$61.8M −438.4K shares	$417.3M 3.0M shares
GOLDMAN SACHS GROUP INC Institution	−$58.3M −413.9K shares	$302.5M 2.1M shares
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	−$48.6M −344.5K shares	$29.7M 210.8K shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager	−$44.3M −314.0K shares	$387.5M 2.7M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited EXR in Q3 2025

New Positions: 37
New Value: $73.4M
Exited Positions: 85
Exited Value: $349.8M

New Positions

Institution	Position Value
R Ruffer LLP Long Only Manager	$47.5M 336.9K shares
Jain Global LLC Hedge Fund•Multi-Strategy	$5.9M 41.9K shares
SummitTX Capital, L.P. Hedge Fund•Multi-Strategy	$5.9M 41.8K shares
N Northwest & Ethical Investments L.P. Institution	$5.3M 37.8K shares
A ABC ARBITRAGE SA Institution	$1.8M 12.8K shares
CHIRON CAPITAL MANAGEMENT, LLC RIA/Wealth	$578.0K 4.1K shares
Krilogy Financial LLC RIA/Wealth	$568.3K 4.3K shares
Callodine Capital Management, LP Hedge Fund•Long/Short	$563.8K 4.0K shares
ROCKLAND TRUST CO Private Equity	$551.4K 3.9K shares
T TEMA ETFS LLC Institution	$542.6K 3.9K shares

Exited Positions

Institution	Previous Position
Hamlin Capital Management, LLC Long Only Manager	$132.7M 900.0K shares
A AXA Institution	$39.1M 265.3K shares
G Gillson Capital LP Hedge Fund•Long/Short	$24.3M 164.9K shares
AEW CAPITAL MANAGEMENT L P Real Assets	$21.2M 143.7K shares
Ceredex Value Advisors LLC Long Only Manager	$17.8M 121.0K shares
B BOWEN HANES & CO INC Institution	$16.5M 111.8K shares
E Employees Retirement System of Texas Institution	$15.7M 106.5K shares
E Eisler Capital Management Ltd. Institution	$10.7M 72.2K shares
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$7.6M 51.4K shares
F Freestone Grove Partners LP Hedge Fund•Multi-Strategy	$6.9M 46.5K shares

Options Activity

Institutions with the largest Call and Put options positions in EXR as of Q3 2025

Call Positions: 7
Call Value: $26.6M
Put Positions: 8
Put Value: $18.2M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$7.8M 555.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$6.9M 492.0 contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$4.9M 351.0 contracts
J JANE STREET GROUP, LLC Institution	$4.6M 328.0 contracts
W WOLVERINE TRADING, LLC Institution	$1.3M 91.0 contracts
G Greenland Capital Management LP Hedge Fund•Multi-Strategy	$704.7K 50.0 contracts
Walleye Trading LLC RIA/Wealth	$253.7K 18.0 contracts

Put Positions

Institution	Position Value
UBS Group AG Institution	$7.9M 557.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$4.6M 323.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$2.5M 176.0 contracts
W WOLVERINE TRADING, LLC Institution	$1.3M 92.0 contracts
Walleye Trading LLC RIA/Wealth	$831.5K 59.0 contracts
J JANE STREET GROUP, LLC Institution	$690.6K 49.0 contracts
CAPSTONE INVESTMENT ADVISORS, LLC Hedge Fund•Multi-Strategy	$465.1K 33.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	- - contracts

Most Committed Institutions

Institutions with EXR as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Resolution Capital Ltd Real Assets	Sonia Luton Managing Partner	7.74% $397.9M	1.33% 2.8M shares	Q4 2023 Held for 1y 11m	$5.1B
HGI Capital Management, LLC Hedge Fund•Sector	Jordan Eric Slone CEO	5.46% $2.0M	0.01% 14.1K shares	Q1 2025 Held for 8 months	$36.4M
Vert Asset Management LLC Institution	Samuel Chase Adams Managing Partner	4.59% $13.7M	0.05% 96.9K shares	Q4 2021 Held for 3y 11m	$297.4M
Timbercreek Asset Management Ltd. Real Assets	Corrado Roberto Russo Managing Partner	4.28% $22.7M	0.08% 161.1K shares	Q3 2025 Held for 2 months	$530.9M
Masterton Capital Management, LP Hedge Fund•Long/Short	Stephen Michael Mykijewycz CEO	4.26% $7.8M	0.03% 55.1K shares	Q3 2025 Held for 2 months	$182.4M
CENTERSQUARE INVESTMENT MANAGEMENT LLC Real Assets	Eric Todd Briddell CEO	4.14% $411.6M	1.38% 2.9M shares	Q1 2018 Held for 7y 8m	$10.0B
COHEN & STEERS INC Institution	Joseph M. Harvey CEO	3.63% $2.0B	6.64% 14.1M shares	≤ Q2 2013 Held for 12y 5m+	$54.7B
Land & Buildings Investment Management, LLC Hedge Fund•Activist	Jonathan I Litt Managing Partner	3.56% $19.4M	0.06% 137.6K shares	Q1 2025 Held for 8 months	$544.9M
P PGGM Investments Institution	-	3.43% $205.5M	0.69% 1.5M shares	Q3 2022 Held for 3y 2m	$6.0B
Green Street Investors, LLC Real Assets	Craig Arthur Leupold CEO	3.13% $5.5M	0.02% 39.3K shares	Q3 2025 Held for 2 months	$177.0M

Hedge Fund Spotlight

Discover hedge funds investing in EXR

CacheTech Inc.

Hedge Fund • Multi-Strategy

Portfolio ManagerPatrick Cormac Murphy

Portfolio Value: $468.6M
Positions: 193
Last Reported: Q3 2025

Sector Allocation

Position in Extra Space Storage

Market Value: $260.1K
Shares Held: 1.8K
Portfolio Weight: 0.06%
Owned Since: 2024-Q2

Top Holding	Sector	Market Value	Weight
1 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$59.7M	12.74%
2 Janus Henderson B-BBB CLO JBBB	ETF ETF	$32.7M	6.97%
3 iShares Core S&P 500 ETF IVV	ETF ETF	$28.7M	6.12%

View full profile

Extra Space Storage

Overview

All Institutions

Hedge Funds

Ownership Breakdown

Biggest Investors

Net Capital Flow

Biggest Buyers

Biggest Sellers

Entry and Exit Activity

New Positions

Exited Positions

Options Activity

Call Positions

Put Positions

Most Committed Institutions

Hedge Fund Spotlight

Position in Extra Space Storage

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