Market Cap
$27.8B
EXR
Extra Space Storage Inc.
$133.46 ▲ +0.29%
Prev close $133.08Market cap$27.8B
ConsensusHold
12-mo target$158.45 (+18.7%)
▲ Neutral
Analyst conviction 5/10
34 New Institutional Positions16 Institutional Exits Real Estate
Snapshot
The big-picture read on EXR right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Hold (48%)
Inst. Holders
50 funds
Inst. Value
$23.8B
Inst. Activity
34 buys / 16 sells
Insider Activity
$0.00 buy / $1.6M sell
Insider Net $
-$1.6M
SEC Reports
7
Congressional
1 trades
Price chart 30d -4.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 14, 2026 short_volume
Short Volume: EXR — 59.7% short (0.4M / 0.7M)
Short: 437,121 | Exempt: 105 | TRF Vol: 731,896 | Short Ratio: 59.7% | Off-exchange volume (dark poo
Aug 4, 2026 Insider
Jul 6, 2026 SEC Margolis Joseph D gifted 13,503 shares
Chief Executive Officer
Extra Space Storage LP, a subsidiary of Extra Space Storage Inc. (EXR), completed an underwritten public offering of $55
8-K — Impact 4/10
Jul 1, 2026 Insider
Norman Jeffrey Jay surrendered for taxes 735 shares
Executive VP and CFO @ $147.29 ($108.3K)
Jul 1, 2026 Insider
Springer William N surrendered for taxes 138 shares
President @ $147.29 ($20.3K)
Jun 30, 2026 Inst.
NORGES BANK — NEW
9,300,678 shares ($1.4B)
Jun 30, 2026 Inst.
Jun 26, 2026 SEC UBS AM, a distinct — DOUBLED
2,241,413 shares ($325.7M)
Institutional cluster for EXR shows mixed conviction: 22 buyers accumulated $2.78B (net +$1.66B) while 19 sellers reduce
INST-CLUSTER — Impact 4/10
Analyst ratings buy % +9.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
48% rate it Buy or better · 25 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Truist Securities | UPGRADE | Buy | 55% |
| Sep 21, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Sep 21, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Sep 2, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Sep 1, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 27, 2026 | BMO Capital | UPGRADE | Outperform | 53% |
| Aug 18, 2026 | Scotiabank | MAINTAIN | Sector Perform | 56% |
| Jul 30, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Jul 24, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 10, 2026 | UBS | MAINTAIN | Buy | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 10 | 12 | 1 | 0 | 48% | |
| Aug 1, 2026 | 2 | 9 | 13 | 1 | 0 | 44% | |
| Jul 1, 2026 | 2 | 8 | 13 | 1 | 0 | 42% | |
| Jun 1, 2026 | 2 | 8 | 12 | 2 | 0 | 42% | |
| May 1, 2026 | 2 | 8 | 12 | 2 | 0 | 42% | |
| Apr 1, 2026 | 2 | 8 | 12 | 2 | 0 | 42% | |
| Mar 1, 2026 | 2 | 7 | 13 | 2 | 0 | 38% | |
| Feb 1, 2026 | 2 | 7 | 14 | 1 | 0 | 38% |
Price targets
Where 20 covering analysts think EXR trades over the next 12 months.
$158.45 +18.7% upside Buy
Current$133.46 Low$140.00 Median$157.50 High$178.00 20 analysts
$140.00$178.00
Analyst rating Buy· 2.1/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
7 SEC filing reports analyzed · 2 bullish, 0 bearish, 1 mixed, 4 neutral · avg impact 3.9/10.
NEUTRAL8-K4/10
Extra Space Storage LP, a subsidiary of Extra Space Storage Inc. (EXR), completed an underwritten pu
Jul 6, 2026
MIXEDINST-CLUSTER4/10
Institutional cluster for EXR shows mixed conviction: 22 buyers accumulated $2.78B (net +$1.66B) whi
Jun 26, 2026
NEUTRAL8-K3/10
Extra Space Storage LP priced $550 million of 4.900% senior notes due 2032, with proceeds earmarked
Jun 26, 2026
NEUTRAL32/10
Raymond J. Pittman filed a Form 3 initial statement of beneficial ownership with the SEC, indicating
May 18, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 14, 2026
short_volume
Short Volume: EXR — 59.7% short (0.4M / 0.7M)
Short: 437,121 | Exempt: 105 | TRF Vol: 731,896 | Short Ratio: 59.7% | Off-exchange volume (dark pool + OTC)
Sep 11, 2026
short_volume
Short Volume: EXR — 61.5% short (0.3M / 0.5M)
Short: 309,303 | Exempt: 1,211 | TRF Vol: 503,298 | Short Ratio: 61.5% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: EXR — 1.6M shares, 36,293 trades
Week starting 2026-09-07. Total ATS volume: 1,638,404 shares across 36,293 trades.
Sep 1, 2026
short_volume
Short Volume: EXR — 71.2% short (0.6M / 0.8M)
Short: 559,712 | Exempt: 4,637 | TRF Vol: 785,929 | Short Ratio: 71.2% | Off-exchange volume (dark pool + OTC)
Aug 31, 2026
dark_pool
Dark Pool: EXR — 1.2M shares, 42,554 trades
Week starting 2026-08-31. Total ATS volume: 1,224,901 shares across 42,554 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.19 | $1.12–$1.22 | 52.5% | -0.2% | 0↑ 2↓ | $0.7B | 7 |
| Next Q | $1.17 | $1.13–$1.21 | -13.7% | -0.2% | 1↑ 1↓ | $0.7B | 7 |
| Current FY | $4.66 | $4.53–$4.78 | 1.6% | +0.8% | 2↑ 0↓ | $3.0B | 8 |
| Next FY | $4.85 | $4.54–$5.02 | 4.0% | +0.9% | 1↑ 1↓ | $3.1B | 8 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.190 | — |
| 7d ago | $1.192 | -0.002 |
| 30d ago | $1.192 | -0.003 |
| 60d ago | $1.145 | +0.045 |
| 90d ago | $1.167 | +0.022 |
Institutional ownership
Which big funds own EXR (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $23.8B total value (164,204,974 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 34 institutions added/increased vs 16 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 22,947,440 | $3.3B | 14.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 18,616,459 | $2.7B | 11.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 13,807,439 | $2.0B | 8.4% | — |
| STATE STREET CORP | 13,558,465 | $2.0B | 8.3% | — |
| NORGES BANK | 9,300,678 | $1.4B | 5.7% | NEW |
| Capital Research Global Investors | 6,300,111 | $915.4M | 3.8% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 6,139,183 | $888.8M | 3.7% | — |
| PRINCIPAL FINANCIAL GROUP INC | 6,057,187 | $880.1M | 3.7% | — |
| FMR LLC | 5,088,487 | $739.4M | 3.1% | — |
| Capital World Investors | 4,149,130 | $602.9M | 2.5% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 9,300,678 | — | $1.4B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | DOUBLED | 9,188 | 2,241,413 | +24295.0% | $325.7M |
| Daiwa Securities Group Inc. | TRIM | 2,927,433 | 2,070,884 | -29.3% | $300.9M |
| JPMORGAN CHASE & CO | TRIM | 3,097,227 | 1,596,753 | -48.4% | $236.7M |
| CITADEL ADVISORS LLC | ADD | 1,102,747 | 1,583,903 | +43.6% | $230.1M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | TRIM | 2,048,195 | 1,467,285 | -28.4% | $213.2M |
| MILLENNIUM MANAGEMENT LLC | NEW | — | 1,415,100 | — | $205.6M |
| DEUTSCHE BANK AG\ | TRIM | 2,183,660 | 1,059,736 | -51.5% | $154.0M |
| Nuveen, LLC | TRIM | 1,501,687 | 1,008,216 | -32.9% | $146.5M |
| Russell Investments Group, Ltd. | TRIM | 1,213,123 | 839,763 | -30.8% | $122.1M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
17 insiders, 50 transactions. Net -$1.6M — $0.00 bought, $1.6M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 4, 2026 | Margolis Joseph D | Chief Executive Officer | GIFT | 13,503 | — | — |
| Jul 1, 2026 | Norman Jeffrey Jay | Executive VP and CFO | TAX W/H | 735 | $147.29 | $108.3K |
| Jul 1, 2026 | Springer William N | President | TAX W/H | 138 | $147.29 | $20.3K |
| Jul 1, 2026 | Dickens Zachary T | EVP, Chief Investment Officer | TAX W/H | 164 | $147.29 | $24.2K |
| Jun 11, 2026 | McNeal Gwyn Goodson | EVP/Chief Legal Officer | SELL | 3,300 | $150.00 | $495.0K |
| May 14, 2026 | CRITTENDEN GARY L | Director | AWARD | 1,407 | $142.19 | $200.1K |
| May 14, 2026 | Barberio Mark G | Director | AWARD | 1,407 | $142.19 | $200.1K |
| May 14, 2026 | Saffire Joseph | Director | AWARD | 1,407 | $142.19 | $200.1K |
| May 14, 2026 | Vander Ploeg Julia | Director | AWARD | 1,407 | $142.19 | $200.1K |
| May 14, 2026 | Bonner Joseph J | Director | AWARD | 1,407 | $142.19 | $200.1K |
Congressional trades
EXR trades disclosed by members of Congress, with disclosure delay.
1 members · 1 buys / 0 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Feb 12, 2026 | Julia Letlow | R | HOUSE | BUY | $1,001 - $15,000 | Extra Space Storage Inc | Mar 13, 2026(30d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for EXR.
Shares short
4,860,934
Settlement Sep 15, 2026
Change vs prior
+8.7%
Semi-monthly cycle
Days to cover
3.4
At avg daily volume
Of shares outstanding
≈2.3%
Estimate — not % of float
All EXR filing & press-release reports (7)
- 8-K reportJul 6, 2026
- INST-CLUSTER reportJun 26, 2026
- 8-K reportJun 26, 2026
- 3 reportMay 18, 2026
- 8-K reportApr 28, 2026
- COURT-RULING reportApr 24, 2026
- DEFA14A reportApr 1, 2026