13FPulse
中
EX

EXR EXTRA SPACE STORAGE INC

2026Q2 · CUSIP 30225T102 · Sector: REITs

Cooling

Net holder growth weakened from last quarter

Funds that own it
773
Institutions that reported holding it to the SEC
Net increase in holders
+13
Last quarter 760 → now 773
How unusual is that
Above average
Stronger buying than 75% of US stocks
What the filings say, in one paragraph

773 funds held EXR at the end of 2026Q2, up 13 from the quarter before. Buying has come off its highs, but funds are not exiting. On the business itself, revenue over the last 12 months was $3.4B(YoY +4.2%), the P/E is 31.0x, return on equity is 7.2%. EXR has had 21 buying rushes in its history, and the price moved +7.6% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the REITs sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=243 2013Q4: holders=265 2014Q1: holders=252 2014Q2: holders=259 2014Q3: holders=243 2014Q4: holders=272 2015Q1: holders=265 2015Q2: holders=295 2015Q3: holders=316 2015Q4: holders=352 2016Q1: holders=394 2016Q2: holders=403 2016Q3: holders=388 2016Q4: holders=378 2017Q1: holders=384 2017Q2: holders=376 2017Q3: holders=385 2017Q4: holders=436 2018Q1: holders=444 2018Q2: holders=445 2018Q3: holders=457 2018Q4: holders=463 2019Q1: holders=443 2019Q2: holders=455 2019Q3: holders=492 2019Q4: holders=487 2020Q1: holders=454 2020Q2: holders=466 2020Q3: holders=480 2020Q4: holders=478 2021Q1: holders=515 2021Q2: holders=516 2021Q3: holders=576 2021Q4: holders=631 2022Q1: holders=650 2022Q2: holders=634 2022Q3: holders=621 2022Q4: holders=586 2023Q1: holders=573 2023Q2: holders=576 2023Q3: holders=648 2023Q4: holders=710 2024Q1: holders=704 2024Q2: holders=748 2024Q3: holders=764 2024Q4: holders=777 2025Q1: holders=796 2025Q2: holders=805 2025Q3: holders=790 2025Q4: holders=741 2026Q1: holders=760 2026Q2: holders=773 -72 -36 +0 +36 +72 218532846 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 21 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 20% — —
2025Q1 Top 20% -7.6% -12.5%
2024Q2 Top 5% -1.4% -6.3%
2023Q4 Top 10% +8.5% +22.1%
2023Q3 Top 1% in the market +9.9% +18.1%
2022Q1 Top 10% +25.7% -6.7%
2021Q4 Top 10% -9.6% +13.6%
2021Q3 Top 5% -5.7% -14.6%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
300
Change in large funds
+28
Total value they hold
$29.8B
Funds buying for the first time
106
Funds that sold out entirely
93
Price change that quarter
+1.6%
Funds holding puts (bearish)
10
Funds holding calls (bullish)
10

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
31.0
EPS (TTM)
$4.52
EPS YoY
-1.7%
Revenue (TTM)
$3.4B
Revenue YoY
+4.2%
Net margin
27.8%
ROE
7.2%
Debt ratio
52.2%
FCF (TTM)
$1.5B
Dividend (TTM)
$6.48
Quarterly Revenue & EPS
2021-09-30: EPS 1.40 2021-12-31: EPS 2.01 2022-03-31: EPS 1.51 2022-06-30: EPS 1.73 2022-09-30: EPS 1.65 2022-12-31: EPS 1.52 2023-03-31: EPS 1.46 2023-06-30: EPS 1.50 2023-09-30: EPS 0.96 2023-12-31: EPS 0.82 2024-03-31: EPS 1.01 2024-06-30: EPS 0.88 2024-09-30: EPS 0.91 2024-12-31: EPS 1.23 2025-03-31: EPS 1.28 2025-06-30: EPS 1.18 2025-09-30: EPS 0.78 2025-12-31: EPS 1.35 2026-03-31: EPS 1.14 2026-06-30: EPS 1.25 0M 437M 874M $M 0.00 1.11 2.21 20212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 29 17 30 44 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-331M93M518M 2020202120222023202420252026
Latest quarter $477M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.