Extra Space Storage Ownership

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

Recent Insider Transactions

NYSE:EXR Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
15 Nov 24	SellUS$507,009	Diane Olmstead	Individual	3,081	US$164.56
28 Aug 24	SellUS$350,660	William Springer	Individual	2,000	US$175.33
23 Aug 24	SellUS$499,699	Gwyn McNeal	Individual	2,823	US$177.01
07 Jun 24	SellUS$100,345	Joseph Bonner	Individual	677	US$148.22
08 Mar 24	SellUS$398,250	Gwyn McNeal	Individual	2,700	US$150.00
04 Mar 24	SellUS$19,119	Matthew Herrington	Individual	134	US$142.68

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	268,952	0.127%
General Public	2,181,292	1.03%
Individual Insiders	2,254,920	1.06%
Institutions	207,270,350	97.8%

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

Top Shareholders

Top 25 shareholders own 75.71% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
15.9%	The Vanguard Group, Inc.	33,607,162	US$5.1b	-0.05%	0.07%
12.8%	Capital Research and Management Company	27,189,980	US$4.2b	10.6%	0.18%
10.6%	BlackRock, Inc.	22,358,370	US$3.4b	5.74%	0.05%
6.32%	State Street Global Advisors, Inc.	13,390,830	US$2.0b	1.72%	0.07%
4.12%	Cohen & Steers Capital Management, Inc.	8,729,192	US$1.3b	-0.58%	2.14%
3.21%	Norges Bank Investment Management	6,808,521	US$1.0b	0%	0.08%
3.17%	Principal Global Investors, LLC	6,718,766	US$1.0b	-2.19%	0.47%
2.66%	Geode Capital Management, LLC	5,649,299	US$864.2m	-1.9%	0.06%
1.47%	Dimensional Fund Advisors LP	3,112,107	US$476.1m	-0.48%	0.07%
1.4%	Massachusetts Financial Services Company	2,959,984	US$452.8m	-16.6%	0.09%
1.33%	Diamond Hill Capital Management, Inc.	2,817,511	US$431.0m	-4.99%	1.71%
1.26%	Legal & General Investment Management Limited	2,664,669	US$407.6m	-5.96%	0.07%
1.23%	UBS Asset Management AG	2,597,356	US$397.3m	270%	0.04%
1.22%	Stichting Pensioenfonds ABP	2,578,613	US$394.5m	-30.1%	0.86%
1.12%	Charles Schwab Investment Management, Inc.	2,366,107	US$362.0m	4.93%	0.06%
0.95%	Daiwa Asset Management Co., Ltd.	2,020,459	US$309.1m	10.4%	0.2%
0.94%	CenterSquare Investment Management LLC	2,002,848	US$306.4m	4.78%	3.56%
0.91%	Northern Trust Global Investments	1,933,837	US$295.8m	-4.62%	0.04%
0.86%	FMR LLC	1,827,798	US$279.6m	-36.7%	0.02%
0.77%	Invesco Ltd.	1,640,061	US$250.9m	-45.4%	0.06%
0.77%	First Eagle Investment Management, LLC	1,631,198	US$249.5m	-0.6%	0.31%
0.72%	Goldman Sachs Asset Management, L.P.	1,534,154	US$234.7m	-5.89%	0.06%
0.71%	Boston Partners Global Investors, Inc.	1,495,887	US$228.8m	-47.3%	0.13%
0.69%	BNY Asset Management	1,458,467	US$223.1m	-5.58%	0.04%
0.66%	Canada Pension Plan Investment Board	1,406,869	US$215.2m	-25.1%	0.16%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 02:48
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
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. 8 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