682 tracked 13F filers disclose a position in EXR as of the latest SEC 13F filings, a combined $22.8B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $2.9B | 22.5M | ▼−0.3% Reduced · −57K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.4B | 18.4M | →First observed position No prior filed position | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $1.8B | 13.8M | →First observed position No prior filed position | Q1 2026 | |
| 4 | STATE STREET CORP | $2.0B | 13.6M | ▼−1.0% Reduced · −135K sh | Q2 2026 | |
| 5 | NORGES BANK | $1.2B | 9.4M | ▲+30% Added · +2.2M sh | Q4 2025 | |
| 6 | PRINCIPAL FINANCIAL GROUP INC | $843.2M | 6.4M | ▼−3.2% Reduced · −216K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $888.8M | 6.1M | ▲+0.9% Added · +54K sh | Q2 2026 | |
| 8 | FMR LLC | $603.4M | 4.6M | ▲+87% Added · +2.1M sh | Q1 2026 | |
| 9 | First Eagle Investment Management, LLC | $563.3M | 3.9M | —Held | Q3 2026 | |
| 10 | DIMENSIONAL FUND ADVISORS LP | $420.5M | 3.2M | ▲+1.1% Added · +34K sh | Q1 2026 | |
| 11 | JPMORGAN CHASE & CO | $397.3M | 3.1M | ▼−21% Reduced · −847K sh | Q1 2026 | |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $367.6M | 2.8M | ▲+3.3% Added · +91K sh | Q1 2026 | |
| 13 | NORTHERN TRUST CORP | $353.6M | 2.7M | ▼−0.3% Reduced · −9K sh | Q1 2026 | |
| 14 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | $369.2M | 2.5M | ▲+1.7% Added · +42K sh | Q2 2026 | |
| 15 | ALLIANCEBERNSTEIN L.P. | $301.7M | 2.3M | ▼−1.9% Reduced · −44K sh | Q1 2026 | |
| 16 | DEUTSCHE BANK AG\ | $286.3M | 2.2M | ▼−3.5% Reduced · −79K sh | Q1 2026 | |
| 17 | Legal & General Group Plc | $282.3M | 2.2M | ▼−3.3% Reduced · −74K sh | Q1 2026 | |
| 18 | Daiwa Securities Group Inc. | $300.9M | 2.1M | ▼−29% Reduced · −857K sh | Q2 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $258.2M | 2.0M | ▼−14% Reduced · −313K sh | Q1 2026 | |
| 20 | Resolution Capital Ltd | $273.4M | 1.9M | ▲+31% Added · +448K sh | Q2 2026 | |
| 21 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $243.6M | 1.8M | ▼−26% Reduced · −631K sh | Q1 2026 | |
| 22 | MORGAN STANLEY | $230.5M | 1.8M | ▲+6.5% Added · +107K sh | Q1 2026 | |
| 23 | Nuveen, LLC | $196.9M | 1.5M | ▼−11% Reduced · −183K sh | Q1 2026 | |
| 24 | DIAMOND HILL CAPITAL MANAGEMENT INC | $213.2M | 1.5M | ▼−28% Reduced · −581K sh | Q2 2026 | |
| 25 | PRUDENTIAL FINANCIAL INC | $173.1M | 1.3M | ▲+422% Added · +1.1M sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in EXR and 14 added to an existing one, while 26 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 405 funds | $309.3B |
| NVIDIA CORPNVDA | 399 funds | $450.4B |
| AMAZON.COM INCAMZN | 397 funds | $227.8B |
| APPLE INCAAPL | 396 funds | $349.0B |
| META PLATFORMS INC-CLASS AMETA | 395 funds | $128.9B |
| ALPHABET INC-CL AGOOGL | 391 funds | $199.2B |
| JPMORGAN CHASE & COJPM | 391 funds | $81.3B |
| ELI LILLY & COLLY | 386 funds | $88.2B |
| BROADCOM INCAVGO | 384 funds | $175.1B |
| ALPHABET INC-CL CGOOG | 384 funds | $137.9B |
| HOME DEPOT INCHD | 384 funds | $34.6B |
| JOHNSON & JOHNSONJNJ | 381 funds | $59.0B |
Ranked by how many of EXR's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 11, 2026 | McNeal Gwyn Goodson | EVP/Chief Legal Officer | Sell (S) | 3K | $495K |
| Mar 13, 2026 | Margolis Joseph D | Chief Executive Officer, Director | Sell (S) | 8K | $1.1M |
| Oct 1, 2025 | Margolis Joseph D | Chief Executive Officer, Director | Sell (S) | 8K | $1.1M |
| Jul 1, 2025 | Margolis Joseph D | Chief Executive Officer, Director | Sell (S) | 8K | $1.1M |
| Apr 1, 2025 | Margolis Joseph D | Chief Executive Officer, Director | Sell (S) | 8K | $1.1M |
| Mar 13, 2025 | Bonner Joseph J | Director | Sell (S) | 672 | $100K |
| Feb 28, 2025 | Dickens Zachary T | EVP, Chief Investment Officer | Sell (S) | 80 | $12K |
| Feb 28, 2025 | Springer William N | EVP, Chief S & P Officer | Sell (S) | 1K | $186K |
| Jan 2, 2025 | Margolis Joseph D | Chief Executive Officer, Director | Sell (S) | 8K | $1.1M |
| Nov 15, 2024 | Olmstead Diane | Director | Sell (S) | 3K | $507K |
| Oct 1, 2024 | Margolis Joseph D | Chief Executive Officer, Director | Sell (S) | 8K | $1.3M |
| Sep 13, 2024 | Woolley Kenneth M. | Director | Sell (S) | 5K | $898K |
Connected entities for EXR
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/EXR/capital-change-brief"
Use Arkolith's capital_change_brief for EXR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for EXR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.