Extra Space Storage Inc. (EXR) Bundle
Who Invests in Extra Space Storage Inc. (EXR) and Why?
Investor Composition and Investment Dynamics
As of Q4 2023, the investor profile for this storage real estate investment trust reveals a complex ownership structure:
| Investor Category | Percentage Ownership |
|---|---|
| Institutional Investors | 89.7% |
| Retail Investors | 10.3% |
Key Institutional Investor Breakdown
| Top Institutional Investors | Ownership Percentage |
|---|---|
| Vanguard Group Inc | 23.4% |
| BlackRock Inc | 18.6% |
| State Street Corporation | 11.2% |
Investment Motivations
- Dividend Yield: 4.2% annual return
- Market Capitalization: $21.3 billion
- Price-to-Earnings Ratio: 34.5
Investment Strategies
Investor strategies include:
- Long-term Hold: 67% of institutional investors
- Value Investing Approach: 22% of investors
- Short-term Trading: 11% of investors
Ownership Performance Metrics
| Performance Indicator | Value |
|---|---|
| Total Institutional Investments | $18.7 billion |
| Quarterly Investment Inflow | $423 million |
| Average Holding Period | 3.6 years |
Institutional Ownership and Major Shareholders of Extra Space Storage Inc. (EXR)
Investor Composition and Investment Dynamics
As of Q4 2023, the investor profile for this storage real estate investment trust reveals a complex ownership structure:
| Investor Category | Percentage Ownership |
|---|---|
| Institutional Investors | 89.7% |
| Retail Investors | 10.3% |
Key Institutional Investor Breakdown
| Top Institutional Investors | Ownership Percentage |
|---|---|
| Vanguard Group Inc | 23.4% |
| BlackRock Inc | 18.6% |
| State Street Corporation | 11.2% |
Investment Motivations
- Dividend Yield: 4.2% annual return
- Market Capitalization: $21.3 billion
- Price-to-Earnings Ratio: 34.5
Investment Strategies
Investor strategies include:
- Long-term Hold: 67% of institutional investors
- Value Investing Approach: 22% of investors
- Short-term Trading: 11% of investors
Ownership Performance Metrics
| Performance Indicator | Value |
|---|---|
| Total Institutional Investments | $18.7 billion |
| Quarterly Investment Inflow | $423 million |
| Average Holding Period | 3.6 years |
Key Investors and Their Influence on Extra Space Storage Inc. (EXR)
Institutional Ownership and Major Shareholders Analysis
As of Q4 2023, the institutional ownership for the company stands at 95.74%, representing significant institutional investor involvement.
| Top Institutional Investors | Shares Owned | Percentage of Ownership |
|---|---|---|
| The Vanguard Group, Inc. | 52,304,758 | 16.23% |
| BlackRock Inc. | 39,683,805 | 12.32% |
| State Street Corporation | 22,486,972 | 6.98% |
Recent institutional ownership changes reveal notable trends:
- Total institutional investors: 576 entities
- Institutional ownership increased by 2.3% in the last quarter
- Net institutional purchases: $412 million
Institutional investor impact metrics demonstrate significant market influence:
- Average institutional holding period: 3.7 years
- Institutional trading volume: 18.5 million shares per quarter
- Institutional investor turnover rate: 12.4%
Market Impact and Investor Sentiment of Extra Space Storage Inc. (EXR)
Key Investors and Their Impact
As of Q4 2023, the top institutional investors for the company include:
| Investor | Shares Owned | Percentage of Ownership |
|---|---|---|
| Vanguard Group Inc | 35,842,991 | 17.84% |
| BlackRock Inc. | 31,245,678 | 15.55% |
| Cohen & Steers Inc | 15,678,234 | 7.81% |
Recent significant investor moves include:
- Vanguard Group increased its position by 2.3% in the last quarter
- BlackRock added 1.1 million shares in Q4 2023
- State Street Corporation reduced holdings by 0.5%
Institutional ownership stands at 88.42% as of December 2023, with top institutional investors representing significant market influence.
| Investor Type | Total Shares | Percentage |
|---|---|---|
| Mutual Funds | 62,345,678 | 31.05% |
| Hedge Funds | 22,456,789 | 11.18% |
| Pension Funds | 15,678,234 | 7.81% |
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