NYSE · Real Estate

EXTRA SPACE STORAGE INC EXR

Extra Space Storage Inc., headquartered in Salt Lake City, Utah, is a self-administered and self-managed REIT and a member of the S&P 500. As of December 31, 2025, the Company owned and/or operated 4,281 self-storage stores in 43 states and Washington, D.C. Its stores comprise approximately 2.9 million units and approximately 330.4 million square feet of rentable space operating under the Extra Space brand.

Real Estate Investment Trusts

Company profile

Business mix

  • As of December 31, 2025, the Company owned and/or operated 4,281 self-storage stores in 43 states and Washington, D.C.
  • Its stores comprise approximately 2.9 million units and approximately 330.4 million square feet of rentable space operating under the Extra Space brand.
  • The Company offers customers a wide selection of conveniently located and secure storage units across the country, including boat storage, RV storage and business storage.
  • It is the largest operator of self-storage properties in the United States. Extra Space Storage Inc. was incorporated in 1977 in Maryland, USA.

Current key questions

  • Can occupancy, rents, tenant demand, and property quality support cash flow in reit - industrial?
  • How do interest rates, refinancing needs, cap rates, and development spending affect value?
  • Does portfolio recycling or capital allocation improve long-term net asset value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 32.63 FCF N/A Buyback -1.04%
2026-06-07

Current firm holders

Firm Weight Value Filing period
First Eagle legacy Jean-Marie Eveillard 0.7% $503.4M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 2 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $307.5M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +144.3% +2,331,677 / 1,616,049
First Eagle legacy Jean-Marie Eveillard 4 filing periods
13F 2025-06-30 Filed 2025-08-06
Minor reduction Shares -2.0% 13F value change -$6.5M
13F 2025-09-30 Filed 2025-11-12
Minor reduction Shares -0.4% 13F value change -$11.2M
13F 2025-12-31 Filed 2026-02-04
Major increase Shares 61.8% 13F value change +$110.0M
13F 2026-03-31 Filed 2026-05-12
Major increase Shares 50.4% 13F value change +$171.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-12
Base shares 1,616,049 Last 4 periods +2,222,642 (+137.5%) Total shares 3,838,691 Value $503.4M
Gotham Asset Management Joel Greenblatt 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$14.1M
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 14.9% 13F value change +$2.0M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 4 periods +109,035 (New) Total shares 109,035 Value $16.1M

Recent mentions

No public mentions.