EXRNYSEReal Estate Investment TrustsFiscal year ends December 31
Extra Space Storage Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 31, 2026
$138.18−1.43 (-1.02%)
Close on Oct 19, 2026
- Market cap
- $30.45B
- P/E (TTM)
- 30.5
- Dividend yield
- 4.69%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
99.4%
210M of 211M shares
Institutional holders
796
106 new, 67 sold out
Net institutional buying
8M
In Q2 2026
Insider trades, 12 months
0 buys · 2 sales
Net sold $1.56M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 21,260,908 | 10.10% | 13G (passive) amendment | Dec 31, 2023 |
| Vanguard Portfolio Management | 18,409,459 | 8.71% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 16,007,966 | 7.58% | 13G (passive) | Mar 31, 2026 |
| Cohen & Steers, Inc. | 13,090,223 | 6.20% | 13G (passive) amendment | Jun 30, 2026 |
| State Street Corporation | – | 6.59% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of EXR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 22,947,440 | 10.86% | $3.33B | +458,230 | 0.05% |
| Vanguard Portfolio Management LLC | 18,616,459 | 8.81% | $2.70B | +232,558 | 0.12% |
| Vanguard Capital Management LLC | 13,807,439 | 6.54% | $2.01B | +43,218 | 0.04% |
| State Street Corp | 13,558,465 | 6.42% | $1.97B | −135,081 | 0.06% |
| Cohen & Steers, Inc. | 12,896,053 | 6.10% | $1.87M | −3,516,403 | 2.96% |
| Norges Bank | 9,300,678 | 4.40% | $1.35B | New | 0.13% |
| First Eagle Investment Management, LLC | 7,753,994 | 3.67% | $1.13B | +3,915,303 | 0.93% |
| Capital Research Global Investors | 6,300,111 | 2.98% | $915.41M | +45,923 | 0.13% |
| Geode Capital Management, LLC | 6,139,183 | 2.91% | $888.76M | +53,502 | 0.05% |
| Principal Financial Group Inc | 6,057,187 | 2.87% | $880.12M | −373,139 | 0.43% |
| FMR LLC | 5,088,487 | 2.41% | $739.36M | +487,024 | 0.03% |
| Capital World Investors | 4,149,130 | 1.96% | $602.88M | −630,432 | 0.07% |
| Dimensional Fund Advisors LP | 3,237,600 | 1.53% | $470.45M | +31,013 | 0.09% |
| Charles Schwab Investment Management Inc | 2,964,975 | 1.40% | $430.81M | +161,329 | 0.06% |
| APG Asset Management US Inc. | 2,748,149 | 1.30% | $404.77M | +12,697 | 2.84% |
| Centersquare Investment Management LLC | 2,540,776 | 1.20% | $369.17M | +41,586 | 3.15% |
| Invesco Ltd. | 2,484,805 | 1.18% | $361.04M | −1,348,228 | 0.03% |
| Northern Trust Corp | 2,476,808 | 1.17% | $359.88M | −220,002 | 0.04% |
| UBS Asset Management Americas Inc | 2,241,413 | 1.06% | $325.68M | +2,232,225 | 0.06% |
| Daiwa Securities Group Inc. | 2,070,884 | 0.98% | $300.90M | −856,549 | 0.59% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 796 | 210M | 99.4% | 106 / 285 | 265 / 67 | 26M | 18M |
| Q1 2026 | 768 | 202M | 95.5% | 101 / 267 | 258 / 69 | 52M | 30M |
| Q4 2025 | 745 | 215M | 100.0% | 77 / 218 | 314 / 114 | 25M | 13M |
| Q3 2025 | 793 | 203M | 96.2% | 81 / 280 | 292 / 85 | 15M | 18M |
| Q2 2025 | 810 | 207M | 97.8% | 95 / 305 | 283 / 76 | 11M | 13M |
| Q1 2025 | 800 | 209M | 98.7% | 105 / 301 | 270 / 74 | 24M | 19M |
| Q4 2024 | 782 | 205M | 96.8% | 98 / 274 | 273 / 75 | 11M | 15M |
| Q3 2024 | 771 | 209M | 99.1% | 88 / 264 | 277 / 61 | 35M | 15M |
| Q2 2024 | 751 | 211M | 99.7% | 101 / 270 | 254 / 46 | 12M | 17M |
| Q1 2024 | 706 | 216M | 100.0% | 66 / 260 | 251 / 65 | 15M | 14M |
| Q4 2023 | 714 | 214M | 100.0% | 133 / 220 | 268 / 68 | 17M | 12M |
| Q3 2023 | 655 | 209M | 99.1% | 145 / 360 | 93 / 65 | 73M | 6M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of EXR | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Real Estate Index Fund | 8,034,079 | 3.80% | $1.19B | 1.63% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 6,705,350 | 3.17% | $974.29M | 0.04% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 5,475,096 | 2.59% | $795.53M | 0.05% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 4,577,685 | 2.17% | $665.14M | 0.30% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 2,906,233 | 1.38% | $422.28M | 0.05% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 2,716,145 | 1.29% | $391.97M | 0.05% | May 31, 2026 |
| Cohen & Steers Institutional Realty Shares | 2,705,470 | 1.28% | $393.10M | 4.39% | Jun 30, 2026 |
| First Eagle Global Fund | 2,675,387 | 1.27% | $396.06M | 0.52% | Jul 31, 2026 |
| Investment Co of America | 2,532,360 | 1.20% | $367.95M | 0.20% | Jun 30, 2026 |
| Cohen & Steers Realty Shares | 2,458,688 | 1.16% | $357.25M | 4.38% | Jun 30, 2026 |
| American Mutual Fund | 2,087,088 | 0.99% | $308.97M | 0.26% | Jul 31, 2026 |
| Real Estate Securities Fund | 2,062,255 | 0.98% | $305.30M | 4.34% | Jul 31, 2026 |
| Vanguard Value Index Fund | 2,008,907 | 0.95% | $291.89M | 0.11% | Jun 30, 2026 |
| State Street(R) Real Estate Select Sector SPDR(R) ETF | 1,772,882 | 0.84% | $257.60M | 3.18% | Jun 30, 2026 |
| American Funds Fundamental Investors | 1,741,755 | 0.82% | $253.08M | 0.14% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Joseph D. Margolis | Chief Executive Officer, Director | 213,785 | 0.10% | Aug 5, 2026 |
| William N. Springer | President | 27,794 | 0.01% | Jul 2, 2026 |
| Jeffrey Jay Norman | Executive VP and CFO | 15,818 | 0.01% | Jul 2, 2026 |
| Zachary T. Dickens | EVP, Chief Investment Officer | 33,712 | 0.02% | Jul 2, 2026 |
| Gwyn Goodson McNeal | EVP/Chief Legal Officer | 37,374 | 0.02% | Jun 12, 2026 |
| Grace Kunde | CAO | 14,646 | 0.01% | Apr 3, 2026 |
| Samrat Sondhi | Executive VP and CDO | 110,471 | 0.05% | Mar 3, 2026 |
| Matthew T. Herrington | EVP & COO | 24,402 | 0.01% | Mar 3, 2026 |
| P. Scott Stubbs | Executive VP and CFO | 165,383 | 0.08% | Mar 4, 2025 |
| Gary L. Crittenden | Director | 8,514 | 0.00% | May 18, 2026 |
| Kenneth M. Woolley | Director | 705,232 | 0.33% | May 18, 2026 |
| Ploeg Julia Vander | Director | 7,597 | 0.00% | May 18, 2026 |
| Joseph Saffire | Director | 46,527 | 0.02% | May 18, 2026 |
| Raymond J. Pittman | Director | 1,407 | 0.00% | May 18, 2026 |
| Mark G. Barberio | Director | 25,346 | 0.01% | May 18, 2026 |
| Joseph J. Bonner | Director | 7,339 | 0.00% | May 18, 2026 |
| Sue Harnett | Director | 7,016 | 0.00% | May 18, 2026 |
| Crystal Call Maggelet | Director | 1,407 | 0.00% | May 18, 2026 |
| Spencer Kirk | Director | 874,197 | 0.41% | Dec 4, 2025 |
| Diane Olmstead | Director | 7,252 | 0.00% | May 23, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Joseph D. Margolis Chief Executive Officer, Director | Aug 4, 2026 | Gift | −13,503 | – | – | 83,757 |
| Joseph D. Margolis Chief Executive Officer, Director | Aug 4, 2026 | Gift | +13,503 | – | – | 79,998 |
| Zachary T. Dickens EVP, Chief Investment Officer | Jul 1, 2026 | Tax withholding | −164 | $147.29 | $24.16K | 33,712 |
| Jeffrey Jay Norman Executive VP and CFO | Jul 1, 2026 | Tax withholding | −735 | $147.29 | $108.26K | 15,818 |
| William N. Springer President | Jul 1, 2026 | Tax withholding | −138 | $147.29 | $20.33K | 27,794 |
| Gwyn Goodson McNeal EVP/Chief Legal Officer | Jun 11, 2026 | Sale | −3,300 | $150.00 | $495.00K | 37,374 |
| Mark G. Barberio Director | May 14, 2026 | Award | +1,407 | $142.19 | $200.06K | 15,487 |
| Crystal Call Maggelet Director | May 14, 2026 | Award | +1,407 | $142.19 | $200.06K | 1,407 |
| Kenneth M. Woolley Director | May 14, 2026 | Award | +1,407 | $142.19 | $200.06K | 407,088 |
| Joseph Saffire Director | May 14, 2026 | Award | +1,407 | $142.19 | $200.06K | 46,527 |
| Gary L. Crittenden Director | May 14, 2026 | Award | +1,407 | $142.19 | $200.06K | 8,514 |
| Sue Harnett Director | May 14, 2026 | Award | +1,407 | $142.19 | $200.06K | 7,016 |
| Joseph J. Bonner Director | May 14, 2026 | Award | +1,407 | $142.19 | $200.06K | 7,339 |
| Raymond J. Pittman Director | May 14, 2026 | Award | +1,407 | $142.19 | $200.06K | 1,407 |
| Ploeg Julia Vander Director | May 14, 2026 | Award | +1,407 | $142.19 | $200.06K | 7,597 |
| Jeffrey Jay Norman Executive VP and CFO | Apr 1, 2026 | Tax withholding | −375 | $132.49 | $49.68K | 16,553 |
| Grace Kunde CAO | Apr 1, 2026 | Tax withholding | −276 | $132.49 | $36.57K | 14,646 |
| Joseph D. Margolis Chief Executive Officer, Director | Mar 13, 2026 | Sale(10b5-1 plan) | −7,500 | $142.08 | $1.07M | 66,495 |
| Joseph D. Margolis Chief Executive Officer, Director | Mar 6, 2026 | Gift | +14,452 | – | – | 73,995 |
| Joseph D. Margolis Chief Executive Officer, Director | Mar 6, 2026 | Gift | −14,452 | – | – | 40,840 |
| Samrat Sondhi Executive VP and CDO | Mar 1, 2026 | Tax withholding | −353 | $151.03 | $53.31K | 110,471 |
| Samrat Sondhi Executive VP and CDO | Mar 1, 2026 | Tax withholding | −451 | $151.03 | $68.11K | 110,020 |
| Samrat Sondhi Executive VP and CDO | Mar 1, 2026 | Tax withholding | −206 | $151.03 | $31.11K | 110,824 |
| Samrat Sondhi Executive VP and CDO | Mar 1, 2026 | Award | +7,151 | $151.03 | $1.08M | 111,030 |
| Samrat Sondhi Executive VP and CDO | Mar 1, 2026 | Award | +1,929 | $151.03 | $291.34K | 103,879 |
| Samrat Sondhi Executive VP and CDO | Mar 1, 2026 | Tax withholding | −776 | $151.03 | $117.20K | 109,244 |
| Gwyn Goodson McNeal EVP/Chief Legal Officer | Mar 1, 2026 | Tax withholding | −400 | $151.03 | $60.41K | 40,674 |
| Gwyn Goodson McNeal EVP/Chief Legal Officer | Mar 1, 2026 | Tax withholding | −303 | $151.03 | $45.76K | 41,074 |
| Gwyn Goodson McNeal EVP/Chief Legal Officer | Mar 1, 2026 | Tax withholding | −236 | $151.03 | $35.64K | 41,377 |
| Gwyn Goodson McNeal EVP/Chief Legal Officer | Mar 1, 2026 | Tax withholding | −179 | $151.03 | $27.03K | 41,613 |
| Gwyn Goodson McNeal EVP/Chief Legal Officer | Mar 1, 2026 | Tax withholding | −112 | $151.03 | $16.92K | 41,792 |
| Gwyn Goodson McNeal EVP/Chief Legal Officer | Mar 1, 2026 | Award | +3,609 | $151.03 | $545.07K | 41,904 |
| Gwyn Goodson McNeal EVP/Chief Legal Officer | Mar 1, 2026 | Award | +1,239 | $151.03 | $187.13K | 38,295 |
| Matthew T. Herrington EVP & COO | Mar 1, 2026 | Tax withholding | −382 | $151.03 | $57.69K | 24,402 |
| Matthew T. Herrington EVP & COO | Mar 1, 2026 | Tax withholding | −267 | $151.03 | $40.33K | 24,784 |
| Matthew T. Herrington EVP & COO | Mar 1, 2026 | Tax withholding | −155 | $151.03 | $23.41K | 25,051 |
| Matthew T. Herrington EVP & COO | Mar 1, 2026 | Award | +6,290 | $151.03 | $949.98K | 25,206 |
| Matthew T. Herrington EVP & COO | Mar 1, 2026 | Tax withholding | −682 | $151.03 | $103.00K | 23,720 |
| Matthew T. Herrington EVP & COO | Mar 1, 2026 | Award | +1,463 | $151.03 | $220.96K | 18,916 |
| Jeffrey Jay Norman Executive VP and CFO | Mar 1, 2026 | Award | +3,443 | $151.03 | $520.00K | 16,928 |
| William N. Springer President | Mar 1, 2026 | Tax withholding | −682 | $151.03 | $103.00K | 27,932 |
| William N. Springer President | Mar 1, 2026 | Tax withholding | −401 | $151.03 | $60.56K | 28,614 |
| William N. Springer President | Mar 1, 2026 | Tax withholding | −309 | $151.03 | $46.67K | 29,015 |
| William N. Springer President | Mar 1, 2026 | Tax withholding | −145 | $151.03 | $21.90K | 29,324 |
| William N. Springer President | Mar 1, 2026 | Award | +7,482 | $151.03 | $1.13M | 29,469 |
| William N. Springer President | Mar 1, 2026 | Award | +2,262 | $151.03 | $341.63K | 21,987 |
| Grace Kunde CAO | Mar 1, 2026 | Tax withholding | −117 | $151.03 | $17.67K | 14,922 |
| Grace Kunde CAO | Mar 1, 2026 | Award | +1,292 | $151.03 | $195.13K | 15,039 |
| Joseph D. Margolis Chief Executive Officer, Director | Mar 1, 2026 | Award | +6,898 | $151.03 | $1.04M | 43,808 |
| Joseph D. Margolis Chief Executive Officer, Director | Mar 1, 2026 | Tax withholding | −1,886 | $151.03 | $284.84K | 55,292 |
| Joseph D. Margolis Chief Executive Officer, Director | Mar 1, 2026 | Award | +17,381 | $151.03 | $2.63M | 61,189 |
| Joseph D. Margolis Chief Executive Officer, Director | Mar 1, 2026 | Tax withholding | −1,065 | $151.03 | $160.85K | 60,124 |
| Joseph D. Margolis Chief Executive Officer, Director | Mar 1, 2026 | Tax withholding | −1,264 | $151.03 | $190.90K | 58,860 |
| Joseph D. Margolis Chief Executive Officer, Director | Mar 1, 2026 | Tax withholding | −1,682 | $151.03 | $254.03K | 57,178 |
| Zachary T. Dickens EVP, Chief Investment Officer | Mar 1, 2026 | Tax withholding | −761 | $151.03 | $114.93K | 33,876 |
| Zachary T. Dickens EVP, Chief Investment Officer | Mar 1, 2026 | Tax withholding | −444 | $151.03 | $67.06K | 34,637 |
| Zachary T. Dickens EVP, Chief Investment Officer | Mar 1, 2026 | Tax withholding | −351 | $151.03 | $53.01K | 35,081 |
| Zachary T. Dickens EVP, Chief Investment Officer | Mar 1, 2026 | Tax withholding | −173 | $151.03 | $26.13K | 35,432 |
| Zachary T. Dickens EVP, Chief Investment Officer | Mar 1, 2026 | Award | +7,018 | $151.03 | $1.06M | 35,605 |
| Zachary T. Dickens EVP, Chief Investment Officer | Mar 1, 2026 | Award | +1,920 | $151.03 | $289.98K | 28,587 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| G. McNeal Gwyn Officer | Jun 11, 2026 | 3,300 | $495.01K | Jun 11, 2026 | Restricted Stock |
| Daniel Margolis Trust Joseph Director, Officer | Mar 13, 2026 | 7,500 | $1.05M | Mar 13, 2026 | Restricted Stock Awards |
| Kirk on behalf of Kirk Humanitarian Spencer Director | Dec 8, 2025 | 62,000 | $7.97M | Dec 9, 2025 | Gift |
| Daniel Margolis Trust Joseph Director, Officer | Oct 1, 2025 | 7,500 | $1.06M | Oct 1, 2025 | Restricted Stock Awards |
| Daniel Margolis Rev Trust U/T/A Dtd 05/24/2013 Joseph Director, Officer | Jul 1, 2025 | 7,500 | $1.11M | Jul 1, 2025 | Restricted Stock Awards |
| Hollow Lane Ii Lcc Cove Director, Officer | Apr 1, 2025 | 7,500 | $1.11M | Apr 1, 2025 | Restricted Stock Units |
| Joseph J. Bonner Director | Mar 13, 2025 | 672 | $100.20K | Mar 13, 2025 | RESTRICTED STOCK |
| N. Springer William Officer | Feb 28, 2025 | 1,220 | $186.25K | Feb 28, 2025 | 401(k) purchase |
| Hollow Lane Cove Ii Director, Officer | Jan 2, 2025 | 7,500 | $1.12M | Jan 2, 2025 | RSA |
| Hollow Lane Cove Ii Director, Officer | Oct 1, 2024 | 7,500 | $1.35M | Oct 1, 2024 | RSA |
| Kenneth M. Woolley Director | Sep 13, 2024 | 6,647 | $1.18M | Sep 13, 2024 | Stock Option Exercise |
| N. Springer William Officer | Aug 28, 2024 | 2,000 | $354.80K | Aug 28, 2024 | Compensation |
| Gwyn Goodson McNeal Officer | Aug 23, 2024 | 2,823 | $499.70K | Aug 23, 2024 | RESTRICTED STOCK |
| Hollow Lane Ii Llc C/O Kathleen Margolis Cove Director, Officer | Jul 1, 2024 | 7,500 | $1.17M | Jul 1, 2024 | RSA |
| Joseph J. Bonner Director | Jun 7, 2024 | 677 | $100.34K | Jun 7, 2024 | RESTRICTED STOCK |