EXR
Extra Space Storage Inc. · Real Estate · REIT - Industrial
Momentum inputs (comparable managers):
holder breadth +7.1% ·
share flow -3.7% ·
net new positions +6.7%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 158 | +7 | 147.02M | $21.34B | +12 | −5 |
| Q1 2026 | 154 | +1 | 143.49M | $18.80B | +7 | −7 |
| Q4 2025 | 152 | 0 | 175.39M | $22.83B | +1 | — |
| Q3 2025 | 19 | 0 | 99.40M | $14.01B | — | −1 |
| Q2 2025 | 17 | -1 | 96.04M | $14.15B | — | −1 |
| Q1 2025 | 15 | 0 | 37.56M | $5.57B | +1 | −1 |
| Q4 2024 | 15 | +1 | 47.88M | $7.16B | +2 | −1 |
| Q3 2024 | 13 | 0 | 36.43M | $6.56B | +1 | −1 |
| Q2 2024 | 13 | — | 35.14M | $5.46B | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 21.08M | -4.8% | $3.15B | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (passive) | 13.29M | — | $1.99B | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Norges Bank ✦ (passive) | 6.27M | -4.2% | $938.65M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 5.63M | -0.4% | $839.83M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 5.63M | -0.4% | $839.83M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 449.84K | +561.5% | $67.30M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 449.84K | +561.5% | $67.30M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | T. Rowe Price ✦ | 426.65K | -39.4% | $63.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | T. Rowe Price ✦ | 426.65K | -39.4% | $63.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 426.65K | -39.4% | $63.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 167.71K | +302.3% | $24.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 167.71K | +302.3% | $24.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 167.71K | +302.3% | $24.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 167.71K | +302.3% | $24.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Millennium Management ✦ | 130.87K | -68.4% | $19.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Adage Capital Partners ✦ | 128.10K | New | $19.16M | 0.0% | New | 1 | SEC ↗ |
| 17 | Wellington Management ✦ | 92.39K | -84.6% | $13.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Wellington Management ✦ | 92.39K | -84.6% | $13.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Gotham Asset Management ✦ | 73.40K | -1.0% | $10.98M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 20 | Marshall Wace ✦ | 69.29K | -42.6% | $10.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Marshall Wace ✦ | 69.29K | -42.6% | $10.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Fisher Asset Management ✦ | 59.44K | +0.3% | $8.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Point72 Asset Management ✦ | 16.11K | New | $2.41M | 0.0% | New | 1 | SEC ↗ |
| 24 | Two Sigma Investments ✦ | 2.85K | -19.8% | $425,612 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Adage Capital Partners | $19.16M | 0.0% |
| Point72 Asset Management | $2.41M | 0.0% |
Exited
| Arrowstreet Capital | $3.05M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 758 holders, 198.61M shares, $23.35B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.