EXR

Extra Space Storage Inc.

NYSE · Real Estate Investment Trusts · Inc. MD · CIK 0001289490
$150.60 +0.23% $31.8B
22 New Institutional Positions19 Institutional Exits
Vol
Market Cap$31.8B
Cap SizeLarge Cap
Analyst ConsensusHold (42%)
Inst. Holders50 funds
Inst. Value$18.1B
Inst. Activity22 buys / 19 sells
Insider Activity0B / 2S
Insider Net $-$1.6M
SEC Reports4
Congressional1 trades
Exchange NYSE·Sector Real Estate Investment Trusts·Inc. MD·CIK 0001289490·Prev Close $150.26

Recent Activity

Jun 11, 2026 Insider
McNeal Gwyn Goodson sold 3,300 shares
EVP/Chief Legal Officer @ $150.00 ($495.0K)
May 25, 2026 dark_pool
Dark Pool: EXR — 0.7M shares, 26,952 trades
Week starting 2026-05-25. Total ATS volume: 732,768 shares across 26,952 trades.
May 18, 2026 SEC
Raymond J. Pittman filed a Form 3 initial statement of beneficial ownership with the SEC, indicating he has become a new
3 — Impact 2/10
May 14, 2026 Insider
CRITTENDEN GARY L was granted 1,407 shares
Director @ $142.19 ($200.1K)
May 14, 2026 Insider
Barberio Mark G was granted 1,407 shares
Director @ $142.19 ($200.1K)
Apr 28, 2026 SEC
Extra Space Storage reported Q1 2026 Core FFO of $2.04 per share, a 2.0% YoY increase and an 85% beat vs the $1.10 conse
8-K — Impact 6/10
Apr 24, 2026 SEC
The U.S. Court of Appeals for the Third Circuit affirmed a lower court's summary judgment in favor of Extra Space Storag
COURT-RULING — Impact 5/10
Inst.
Capital Research Global Investors — DOUBLED
6,254,188 shares ($820.1M)

Price Targets

$154.35 +2.5% upside Hold
Current $150.60 Low $140.00 Median $154.50 High $178.00 20 analysts
$140.00 $178.00

Analyst Ratings

Hold42% buy · 24 analysts
2Strong Buy
8Buy
12Hold
2Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 1, 2026 Wells Fargo MAINTAIN Overweight → Overweight
May 27, 2026 Mizuho MAINTAIN Outperform → Outperform
May 18, 2026 UBS MAINTAIN Buy → Buy
May 6, 2026 Truist Securities MAINTAIN Hold → Hold
Apr 16, 2026 Wells Fargo MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.16 $1.11 — $1.18 -2% YoY 5
Next Q $1.19 $1.13 — $1.21 52% YoY 5
Current FY $4.57 $4.37 — $4.68 -0% YoY 6
Next FY $4.79 $4.57 — $4.98 5% YoY 6

Top Institutional Holders

FundValueMove
BlackRock, Inc.$2.9B
VANGUARD PORTFOLIO MANAGEMENT LLC$2.4B
VANGUARD CAPITAL MANAGEMENT LLC$1.8B
STATE STREET CORP$1.8B
Capital Research Global Investors$820.1MDOUBLED

Recent Insider Trades

DateInsiderTypeValue
Jun 11, 2026McNeal GwynSELL$495.0K
May 14, 2026CRITTENDEN GARYA$200.1K
May 14, 2026Barberio MarkA$200.1K
May 14, 2026Saffire JosephA$200.1K
May 14, 2026Vander PloegA$200.1K

Congressional Trades

1 members: 1 buys, 0 sells
MemberPartyTypeAmount
Julia LetlowRBUY$1,001 - $15,000
50 institutional holders with $18.1B total value (138,077,519 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 22 institutions added/increased vs 19 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.22,489,210$2.9B16.3%
2VANGUARD PORTFOLIO MANAGEMENT LLC18,383,901$2.4B13.3%
3VANGUARD CAPITAL MANAGEMENT LLC13,764,221$1.8B10.0%
4STATE STREET CORP13,693,546$1.8B9.9%
5Capital Research Global Investors6,254,188$820.1M4.5%DOUBLED +11780.6%
6Capital World Investors4,779,562$626.7M3.5%TRIM -32.6%
7FMR LLC4,601,463$603.4M3.3%ADD +87.1%
8First Eagle Investment Management, LLC3,838,691$503.4M2.8%ADD +50.4%
9Invesco Ltd.3,833,033$502.6M2.8%ADD +25.6%
10DIMENSIONAL FUND ADVISORS LP3,206,587$420.5M2.3%
11Daiwa Securities Group Inc.2,927,433$383.9M2.1%
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,803,646$367.6M2.0%
13APG Asset Management US Inc.2,735,452$362.4M2.0%
14ALLIANCEBERNSTEIN L.P.2,316,677$301.7M1.7%DOUBLED +146.8%
15DEUTSCHE BANK AG\2,183,660$286.3M1.6%
16Legal & General Group Plc2,152,714$282.3M1.6%
17DIAMOND HILL CAPITAL MANAGEMENT INC2,048,195$268.6M1.5%
18GOLDMAN SACHS GROUP INC1,968,822$258.2M1.4%
19MASSACHUSETTS FINANCIAL SERVICES CO /MA/1,823,929$243.6M1.3%TRIM -25.7%
20MORGAN STANLEY1,757,686$230.5M1.3%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Capital Research Global InvestorsDOUBLED52,6426,254,188+11780.6%$820.1M2026-Q1
Capital World InvestorsTRIM7,091,0034,779,562-32.6%$626.7M2026-Q1
FMR LLCADD2,458,9474,601,463+87.1%$603.4M2026-Q1
First Eagle Investment Management, LLCADD2,552,0533,838,691+50.4%$503.4M2026-Q1
Invesco Ltd.ADD3,051,6933,833,033+25.6%$502.6M2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/TRIM2,455,3861,823,929-25.7%$243.6M2026-Q1
PRUDENTIAL FINANCIAL INCDOUBLED253,0081,320,368+421.9%$173.1M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDTRIM1,566,687935,086-40.3%$122.6M2026-Q1
VOYA INVESTMENT MANAGEMENT LLCDOUBLED41,899778,323+1757.6%$102.1M2026-Q1
Capital International InvestorsNEAR_EXIT6,256,687739,070-88.2%$96.9M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.DOUBLED50,986395,371+675.5%$51.8M2026-Q1
Freestone Grove Partners LPNEW312,743$41.0M2026-Q1
Woodline Partners LPADD160,024240,361+50.2%$31.5M2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUPTRIM350,364192,294-45.1%$24.7M2026-Q1
Alyeska Investment Group, L.P.TRIM528,587170,342-67.8%$22.3M2026-Q1
NATIONAL BANK OF CANADA /FI/ADD92,026143,160+55.6%$18.8M2026-Q1
Gotham Asset Management, LLCDOUBLED59,823128,944+115.5%$16.9M2026-Q1
CIBC WORLD MARKET INC.TRIM223,123122,062-45.3%$16.0M2026-Q1
EXCHANGE TRADED CONCEPTS, LLCDOUBLED44,86499,308+121.4%$13.0M2026-Q1
TORONTO DOMINION BANKTRIM123,33591,463-25.8%$12.0M2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C.TRIM236,60070,100-70.4%$9.2M2026-Q1
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUNDADD42,25660,256+42.6%$7.9M2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLCADD16,93729,926+76.7%$3.9M2026-Q1
M&T BANK CORPADD21,81527,613+26.6%$3.6M2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.ADD20,05327,532+37.3%$3.6M2026-Q1
17 unique insiders with 25 transactions. Net insider value: -$1.6M ($0.00 bought, $1.6M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 11, 2026McNeal Gwyn GoodsonEVP/Chief Legal OfficerSELL3,300$150.00$495.0K
May 14, 2026CRITTENDEN GARY LDirectorAWARD1,407$142.19$200.1K
May 14, 2026Barberio Mark GDirectorAWARD1,407$142.19$200.1K
May 14, 2026Saffire JosephDirectorAWARD1,407$142.19$200.1K
May 14, 2026Vander Ploeg JuliaDirectorAWARD1,407$142.19$200.1K
May 14, 2026Bonner Joseph JDirectorAWARD1,407$142.19$200.1K
May 14, 2026Harnett SueDirectorAWARD1,407$142.19$200.1K
May 14, 2026Maggelet Crystal CallDirectorAWARD1,407$142.19$200.1K
May 14, 2026PITTMAN RAYMOND JDirectorAWARD1,407$142.19$200.1K
May 14, 2026Woolley Kenneth M.DirectorAWARD1,407$142.19$200.1K
Apr 1, 2026Norman Jeffrey JayExecutive VP and CFOTAX W/H375$132.49$49.7K
Apr 1, 2026KUNDE GRACECAOTAX W/H276$132.49$36.6K
Mar 13, 2026Margolis Joseph DChief Executive OfficerSELL7,500$142.08$1.1M
Mar 6, 2026Margolis Joseph DChief Executive OfficerGIFT14,452
Mar 1, 2026Springer William NPresidentAWARD2,262$151.03$341.6K
Mar 1, 2026Norman Jeffrey JayExecutive VP and CFOAWARD3,443$151.03$520.0K
Mar 1, 2026Herrington Matthew TEVP & COOAWARD1,463$151.03$221.0K
Mar 1, 2026KUNDE GRACECAOAWARD1,292$151.03$195.1K
Mar 1, 2026Dickens Zachary TEVP, Chief Investment OfficerAWARD1,920$151.03$290.0K
Mar 1, 2026Sondhi SamratExecutive VP and CDOAWARD1,929$151.03$291.3K
Mar 1, 2026McNeal Gwyn GoodsonEVP/Chief Legal OfficerAWARD1,239$151.03$187.1K
Mar 1, 2026Margolis Joseph DChief Executive OfficerAWARD6,898$151.03$1.0M
Feb 2, 2026Norman Jeffrey JayExecutive VP and CFOTAX W/H105$137.97$14.5K
Mar 13, 2025Margolis Joseph DChief Executive OfficerGIFT17,184
Mar 11, 2024Margolis Joseph DChief Executive OfficerGIFT30,291

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (42% buy). Based on 24 analysts: 2 strong buy, 8 buy, 12 hold, 2 sell, 0 strong sell.

Analyst Price Targets

$154.35 mean target +2.5% upside Hold (2.33)
$140.00 Low $178.00 High
MetricValue
Current Price$150.60
Target Low$140.00
Target Mean$154.35
Target Median$154.50
Target High$178.00
# Analysts20
RecommendationHold (2.33)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.16 $1.11 $1.18 -1.6% +0.2% 1↑ 1↓ $0.7B 2.4% 5
Next Q
2026-09-30
$1.19 $1.13 $1.21 52.0% -0.2% 0↑ 1↓ $0.7B 1.8% 5
Current FY
2026-12-31
$4.57 $4.37 $4.68 -0.4% -0.3% 2↑ 1↓ $3.0B 2.3% 6
Next FY
2027-12-31
$4.79 $4.57 $4.98 4.8% +0.2% 2↑ 1↓ $3.0B 2.9% 6

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.161
7d ago$1.161-0.001
30d ago$1.159+0.002
60d ago$1.165-0.004
90d ago$1.163-0.002
9 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 1, 2026 Wells Fargo MAINTAIN Overweight Overweight
May 27, 2026 Mizuho MAINTAIN Outperform Outperform
May 18, 2026 UBS MAINTAIN Buy Buy
May 6, 2026 Truist Securities MAINTAIN Hold Hold
Apr 16, 2026 Wells Fargo MAINTAIN Overweight Overweight
Mar 23, 2026 JP Morgan MAINTAIN Neutral Neutral
Mar 5, 2026 Barclays MAINTAIN Overweight Overweight
Mar 2, 2026 Scotiabank MAINTAIN Sector Perform Sector Perform
Feb 23, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform
Feb 23, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Feb 5, 2026 Wells Fargo MAINTAIN Overweight Overweight
Jan 20, 2026 Truist Securities MAINTAIN Hold Hold
Jan 12, 2026 Mizuho MAINTAIN Outperform Outperform
Jan 8, 2026 UBS MAINTAIN Buy Buy
Jan 8, 2026 Scotiabank DOWNGRADE Sector Outperform Sector Perform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202628122042%
May 1, 202628122042%
Apr 1, 202628122042%
Mar 1, 202627132038%
Feb 1, 202627141038%
Jan 1, 202629131044%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 1 buys, 0 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Feb 12, 2026Julia LetlowRHOUSEBUY$1,001 - $15,000Extra Space Storage IncMar 13, 2026 (30d)

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 25, 2026
dark_pool
Dark Pool: EXR — 0.7M shares, 26,952 trades
Week starting 2026-05-25. Total ATS volume: 732,768 shares across 26,952 trades.
May 18, 2026
dark_pool
Dark Pool: EXR — 1.1M shares, 33,450 trades
Week starting 2026-05-18. Total ATS volume: 1,062,749 shares across 33,450 trades.
May 11, 2026
dark_pool
Dark Pool: EXR — 1.4M shares, 35,218 trades
Week starting 2026-05-11. Total ATS volume: 1,385,170 shares across 35,218 trades.
May 4, 2026
dark_pool
Dark Pool: EXR — 1.3M shares, 33,764 trades
Week starting 2026-05-04. Total ATS volume: 1,256,188 shares across 33,764 trades.
Apr 28, 2026
earnings_calendar
EXR Q1 2026 Earnings After Market Close — 2026-04-28
Apr 27, 2026
dark_pool
Dark Pool: EXR — 3.0M shares, 51,200 trades
Week starting 2026-04-27. Total ATS volume: 2,950,401 shares across 51,200 trades.
Apr 24, 2026
Enforcement
Randall Winslow v. Extra Space Storage
Court ruling from Court of Appeals for the Third Circuit. Docket: 25-2249
Apr 20, 2026
dark_pool
Dark Pool: EXR — 1.9M shares, 39,747 trades
Week starting 2026-04-20. Total ATS volume: 1,932,423 shares across 39,747 trades.
Apr 13, 2026
dark_pool
Dark Pool: EXR — 1.3M shares, 38,325 trades
Week starting 2026-04-13. Total ATS volume: 1,343,219 shares across 38,325 trades.
Apr 7, 2026
short_interest
FTD: EXR — 3,857 shares ($0.5M) failed to deliver
Settlement: 20260407, Price: $134.06, FTD Value: $517,069.42, EXTRA SPACE STORAGE INC
Apr 6, 2026
dark_pool
Dark Pool: EXR — 1.5M shares, 34,860 trades
Week starting 2026-04-06. Total ATS volume: 1,469,657 shares across 34,860 trades.
Mar 30, 2026
dark_pool
Dark Pool: EXR — 1.2M shares, 32,257 trades
Week starting 2026-03-30. Total ATS volume: 1,223,211 shares across 32,257 trades.
Mar 23, 2026
dark_pool
Dark Pool: EXR — 1.6M shares, 44,956 trades
Week starting 2026-03-23. Total ATS volume: 1,639,039 shares across 44,956 trades.
Mar 16, 2026
dark_pool
Dark Pool: EXR — 2.2M shares, 43,899 trades
Week starting 2026-03-16. Total ATS volume: 2,240,795 shares across 43,899 trades.
Mar 9, 2026
dark_pool
Dark Pool: EXR — 1.4M shares, 37,912 trades
Week starting 2026-03-09. Total ATS volume: 1,441,645 shares across 37,912 trades.
Mar 2, 2026
dark_pool
Dark Pool: EXR — 1.2M shares, 34,390 trades
Week starting 2026-03-02. Total ATS volume: 1,177,239 shares across 34,390 trades.