Extra Space Storage Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

BMV:EXR * Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
15 Nov 24	SellMex$10,324,232	Diane Olmstead	Individual	3,081	Mex$3,350.94
28 Aug 24	SellMex$6,830,611	William Springer	Individual	2,000	Mex$3,415.31
23 Aug 24	SellMex$9,534,111	Gwyn McNeal	Individual	2,823	Mex$3,377.30
07 Jun 24	SellMex$1,836,804	Joseph Bonner	Individual	677	Mex$2,713.15
08 Mar 24	SellMex$6,694,662	Gwyn McNeal	Individual	2,700	Mex$2,521.53
04 Mar 24	SellMex$324,467	Matthew Herrington	Individual	134	Mex$2,421.39

Insider Trading Volume

Insider Buying: EXR * insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of EXR *?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	8,055	0.0038%
State or Government	243,689	0.115%
General Public	495,727	0.234%
Individual Insiders	2,272,456	1.07%
Institutions	208,908,768	98.6%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 76.78% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
15.9%	The Vanguard Group, Inc.	33,623,192	Mex$122.1b	-0.19%	0.09%
11.6%	Capital Research and Management Company	24,581,799	Mex$89.3b	14.4%	0.2%
9.98%	BlackRock, Inc.	21,144,494	Mex$76.8b	-1.52%	0.06%
6.21%	State Street Global Advisors, Inc.	13,163,824	Mex$47.8b	-2.02%	0.09%
4.14%	Cohen & Steers Capital Management, Inc.	8,779,886	Mex$31.9b	-17.9%	2.61%
3.24%	Principal Global Investors, LLC	6,869,112	Mex$25.0b	-3.19%	0.6%
3.21%	Norges Bank Investment Management	6,808,521	Mex$24.7b	6.73%	0.09%
2.72%	Geode Capital Management, LLC	5,758,513	Mex$20.9b	2.74%	0.07%
1.74%	Stichting Pensioenfonds ABP	3,686,404	Mex$13.4b	-4.62%	0.65%
1.67%	Massachusetts Financial Services Company	3,549,231	Mex$12.9b	4.65%	0.13%
1.48%	Dimensional Fund Advisors LP	3,127,012	Mex$11.4b	1.48%	0.09%
1.42%	Invesco Ltd.	3,005,475	Mex$10.9b	-1.97%	0.14%
1.4%	Diamond Hill Capital Management, Inc.	2,965,638	Mex$10.8b	7.19%	2.14%
1.36%	FMR LLC	2,889,320	Mex$10.5b	20.5%	0.03%
1.34%	Boston Partners Global Investors, Inc.	2,836,259	Mex$10.3b	169%	0.31%
1.34%	Legal & General Investment Management Limited	2,833,469	Mex$10.3b	-2.31%	0.09%
1.12%	JP Morgan Asset Management	2,370,061	Mex$8.6b	-6.58%	0.05%
1.06%	Charles Schwab Investment Management, Inc.	2,254,970	Mex$8.2b	0.23%	0.06%
0.96%	Northern Trust Global Investments	2,027,569	Mex$7.4b	-1.6%	0.05%
0.9%	CenterSquare Investment Management LLC	1,911,444	Mex$6.9b	-5.22%	3.9%
0.89%	Canada Pension Plan Investment Board	1,877,100	Mex$6.8b	20.6%	0.08%
0.86%	Daiwa Asset Management Co., Ltd.	1,830,510	Mex$6.6b	-24.5%	0.21%
0.77%	First Eagle Investment Management, LLC	1,640,975	Mex$6.0b	-0.38%	0.36%
0.77%	Goldman Sachs Asset Management, L.P.	1,630,085	Mex$5.9b	11.8%	0.07%
0.73%	BNY Asset Management	1,544,647	Mex$5.6b	-1.47%	0.05%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/09/30 20:19
End of Day Share Price	2024/07/03 00:00
Earnings	2024/06/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Extra Space Storage Inc. is covered by 40 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Richard Milligan	Baird
Brendan Lynch	Barclays
Keegan Carl	Berenberg