Extra Space Storage Inc.· EXR

🇺🇸 US · LargeSP500NYSE

Real Estate REIT - Industrial Website

Price: $136.71
Day: -1.67%
Mkt Cap: $28.88B
52W Range: $125.71 – $158.88
Volume: 3.00M
Beta: 1.18

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.5 / 5 (Bullish), from 3 of 3 components
Institutions Q2 2026: 822 institutions hold; 395 added, 269 reduced

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Extra Space Storage Inc.

EXR|Real Estate|REIT - Industrial

Current price: $137

Smart Money

Dimension 5 of 5

Insider selling pace · Q2 2026

0.4x

vs own 6-quarter average

Seller breadth · Q2 2026

1 seller

vs 1.7 avg per quarter

Institutional net breadth · Q2 2026

+162

505 adding vs 343 reducing

Institutional ownership · Q2 2026

99.2%

822 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

22.9M

+2.0%

VANGUARD PORTFOLIO MANAGEMENT LLC

18.6M

+1.2%

VANGUARD CAPITAL MANAGEMENT LLC

13.8M

+0.3%

STATE STREET CORP

13.6M

-1.0%

COHEN & STEERS, INC.

12.9M

-21.4%

NORGES BANK

9.3M

+100.0%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

219

145

94 buying219 unchanged145 selling

458 funds held EXR in Q2 2026, holding 98.8M shares between them, down 2.1% on the quarter.

Largest fund holders

SPDR SERIES TRUST1.8M sh

NATIONWIDE MUTUAL FUNDS10.7K sh

DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO6.5K sh

Notable Insider Transactions, Q2 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Oct 1

Margolis Joseph D

$1.3M

Sale · Jul 1

Margolis Joseph D

$1.1M

Sale · Jan 2

Margolis Joseph D

$1.1M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore EXR on stockoscope.com→

Generated September 20, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

EXR Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.5/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

+48

Fund Flow

10% weight

-25

Overall Smart Money sentiment of 3.5/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 19, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for EXR

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q2 2026

1 sale totaling $495.0K (3.3K shares)

Share volume is below the historical pace (0.4x average)

Buying seen in 1 of 15 quarters

Steady selling pace across recent quarters

0.4x

Selling pace

vs own 6-qtr average

Light

0.37%

Stake sold

of active insiders' holdings

1 seller

Seller breadth

vs 1.7 avg per quarter

Q4 2023

Last insider purchase

buying in 1 of 16 quarters

Notable Recent Transactions, EXR

Top 8 highest-value insider trades from the last 8 quarters

Margolis Joseph D

CEO

Sell

7,500 shares at $178.52

≈23.7% of their stake at the time

Oct 1, 2024$1.34M

Margolis Joseph D

CEO

Sell

7,500 shares at $150.35

≈21.6% of their stake at the time

Jul 1, 2025$1.13M

Margolis Joseph D

CEO

Sell

7,500 shares at $148.01

≈31.0% of their stake at the time

Jan 2, 2025$1.11M

Margolis Joseph D

CEO

Sell

7,500 shares at $147.45

≈44.9% of their stake at the time

Apr 1, 2025$1.11M

Margolis Joseph D

CEO

Sell

7,500 shares at $142.08

≈10.1% of their stake at the time

Mar 13, 2026$1.07M

Margolis Joseph D

CEO

Sell

7,500 shares at $141.41

≈27.5% of their stake at the time

Oct 1, 2025$1.06M

Olmstead Diane

Director

Sell

3,081 shares at $164.56

≈34.4% of their stake at the time

Nov 15, 2024$507.01K

McNeal Gwyn Goodson

General Counsel

Sell

3,300 shares at $150.00

≈8.1% of their stake at the time

Jun 11, 2026$495.00K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for EXR

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Bullish Signal

Institutions accumulating in Q2 2026

99.2% institutional ownership

Slight accumulation: 505 adding vs 343 reducing

13F shares increased by 3.6%, a notable change

+162

Net breadth

505 adding vs 343 reducing

Accumulating

1.47

Add / reduce ratio

in Q2 2026

+36

New − closed

110 initiated, 74 exited

7 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+505 growing-343 shrinkingNet: +162

110

395

269

New (110)

Increased (395)

Reduced (269)

Closed (74)

Top Institutional Holders, EXR

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

22.9M

$3.3B

Ownership

10.88%

+2.0%

VANGUARD PORTFOLIO MANAGEMENT LLC

18.6M

$2.7B

Ownership

8.83%

+1.2%

VANGUARD CAPITAL MANAGEMENT LLC

13.8M

$2.0B

Ownership

6.55%

+0.3%

STATE STREET CORP

13.6M

$2.0B

Ownership

6.43%

-1.0%

COHEN & STEERS, INC.

12.9M

$1.9B

Ownership

6.11%

-21.4%

NORGES BANK

9.3M

$1.4B

Ownership

4.41%

+100.0%

CAPITAL RESEARCH GLOBAL INVESTORS

6.3M

$915.4M

Ownership

2.99%

+0.7%

GEODE CAPITAL MANAGEMENT, LLC

6.1M

$888.8M

Ownership

2.91%

+0.9%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 458 ETFs and mutual funds reporting

94 buying145 sellingNet: -51

219

145

Buying (94)

Unchanged (219)

Selling (145)

In total, funds bought 2.6M shares and sold 4.7M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Bearish Signal

Funds distributing in Q2 2026

458 ETFs and mutual funds reporting

145 funds selling vs 94 buying

Top Fund Holders, EXR

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

1.8M

Weight

8.93%

Jul 31, 2026No change

NATIONWIDE MUTUAL FUNDS

10.7K

Weight

0.00%

Jul 31, 2026Decreased

DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO

6.5K

Weight

2.26%

Jun 30, 2026Decreased

AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS)

6.4K

Weight

0.01%

Jun 30, 2026Decreased

STATE STREET VARIABLE INSURANCE SERIES FUNDS INC

6.3K

Weight

0.47%

Jun 30, 2026Decreased

TIFF INVESTMENT PROGRAM

6.3K

Weight

0.04%

Jun 30, 2026No change

Morgan Stanley ETF Trust

5.8K

Weight

0.00%

Jun 30, 2026Increased

MML Series Investment Fund II

5.4K

Weight

0.04%

Jun 30, 2026No change

Extra Space Storage Inc.· EXR

Holdings Analysis

Insider Trading Activity

1.3Transaction History63Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings155Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History63Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings155Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights