Exploring Extra Space Storage Inc. (EXR) Investor Profile: Who’s Buying and Why?

Exploring Extra Space Storage Inc. (EXR) Investor Profile: Who’s Buying and Why?

US | Real Estate | REIT - Industrial | NYSE

Extra Space Storage Inc. (EXR) Bundle

Get Full Bundle:
$12 $7
$12 $7
$12 $7
$12 $7
$25 $15
$12 $7
$12 $7
$12 $7
$12 $7

TOTAL:



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%

DCF model

Extra Space Storage Inc. (EXR) DCF Excel Template

    5-Year Financial Model

    40+ Charts & Metrics

    DCF & Multiple Valuation

    Free Email Support


Disclaimer

All information, articles, and product details provided on this website are for general informational and educational purposes only. We do not claim any ownership over, nor do we intend to infringe upon, any trademarks, copyrights, logos, brand names, or other intellectual property mentioned or depicted on this site. Such intellectual property remains the property of its respective owners, and any references here are made solely for identification or informational purposes, without implying any affiliation, endorsement, or partnership.

We make no representations or warranties, express or implied, regarding the accuracy, completeness, or suitability of any content or products presented. Nothing on this website should be construed as legal, tax, investment, financial, medical, or other professional advice. In addition, no part of this site—including articles or product references—constitutes a solicitation, recommendation, endorsement, advertisement, or offer to buy or sell any securities, franchises, or other financial instruments, particularly in jurisdictions where such activity would be unlawful.

All content is of a general nature and may not address the specific circumstances of any individual or entity. It is not a substitute for professional advice or services. Any actions you take based on the information provided here are strictly at your own risk. You accept full responsibility for any decisions or outcomes arising from your use of this website and agree to release us from any liability in connection with your use of, or reliance upon, the content or products found herein.