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EXR Extra Space Storage Inc.

Real Estate, filed as EXTRA SPACE STORAGE INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Sold by 1 manager in 2026 Q2

  • 3 Owners
  • Max 0.9%
  • $572M
  • 1 reduce 2 small

In 2026 Q2 Ron Baron trimmed Extra Space Storage.

Who owns this now

Largest portfolio weights among holders, up to 0.9% (First Eagle Investment Management). Not free-float ownership.

  1. First Eagle Investment Manage... Add 0.94%
  2. Christopher Davis Reduce 0.02%
  3. Ron Baron Reduce 0.01%

Who owns EXR

Sorted by value, long equity only, as of 2026 Q2.

History
First Eagle Investment Management 0.94%, was 0.85% Small add +1.0% 3,876,997 $563M History
Ron Baron, Bamco Inc. (Baron Capital) 0.01%, was 0.03% Reduce −44.0% 33,611 $4.9M History
Christopher Davis, Davis Selected Advisers 0.02% Small trim −2.1% 27,535 $4M History

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by EXR's executives, directors and 10% owners in the last 12 months, from their Form 4s

All EXR insider trades
  • None no insider bought on the open market
  • $495K sold by 1 insider outside a trading plan
  • $1.1M sold by 1 insider under 10b5-1 plans
  1. Gwyn Goodson McNeal EVP/Chief Legal Officer
    Sale
    $495K 3,300 shares at $150.00 8.1% of stake
    Traded Jun 11 Filed Jun 12
  2. Joseph D Margolis CEO
    Planned sale
    $1.1M 7,500 shares at $142.08 10% of stake
    Traded Mar 13 Filed Mar 16

Also filed in the last 12 months, not counted as buying or selling: 33 share withholdings for taxes, 23 stock grants, and 6 gifts.

Congress

3 members of Congress traded EXR in the last three years: 2 buys and 3 sales. 3 members listed it in 2025 annual reports.

All Congress trades
  1. Julia Letlow R-LA-5 Buy $1K–$15K Feb 12 filed Mar 12
  2. Julia Letlow R-LA-5 Sell $1K–$15K Nov 3, 2025 filed Jan 13
  3. Julia Letlow R-LA-5 Buy $1K–$15K Feb 7, 2025 filed Jan 13
  4. Robert P. Bresnahan, Jr. R-PA-8 Sell $1K–$15K Feb 25, 2025 filed Mar 27, 2025
  5. Tommy Tuberville R-ALJoint Sell $1K–$15K Apr 3, 2024 filed May 15, 2024

SEC filings

Recent issuer filings from EDGAR, 18 shown.

Filed Form Detail Links
10-Q
8-K 2.02,9.01
8-K 5.02,7.01,9.01
SCHEDULE 13G/A —
10-Q
8-K 2.02,9.01
8-K 1.01,2.03,9.01
424B5
8-K 8.01,9.01
424B5
8-K 5.07
10-Q
SCHEDULE 13G —
SCHEDULE 13G —
8-K 2.02,9.01
DEF 14A
DEFA14A
SCHEDULE 13G/A —

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $101.99M $120.86M $129.48M
Gross profit * -$510.05M -$710.71M -$788.67M
Gross margin * -500.1% -588.1% -609.1%
Net income $803.2M $854.68M $974M
Net margin * 787.6% 707.2% 752.3%

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $27.46B $28.85B $29.26B
Total equity $14.39B $13.95B $13.43B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.4B $1.89B $1.85B
Cash from investing -$1.82B -$1.65B -$0.814B
Cash from financing $0.423B -$0.202B -$1.04B
Net change in cash $7.35M $38.22M -$0.123M

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.