Extra Space StorageEXR

13F holders, Q1 2025 (March 31)
801holders +19
91new positions
72sold out
8famous investors
$148.41avg. 13F price*

At the end of Q1 2025, 801 institutions reported holding Extra Space Storage Inc. (EXR) in their 13F filings, up 19 from Q4 2024. 91 opened new positions and 72 sold out. The largest holders were Vanguard Group Inc. ($5.0B), BlackRock, Inc. ($3.3B) and Cohen & Steers, Inc. ($2.2B). 8 famous investors held it, including Paul Tudor Jones (0.4% of Tudor Investment Corporation's portfolio), Steve Cohen (0.3% of Point72 Asset Management's portfolio) and Cliff Asness (0.2% of AQR Capital Management's portfolio).

Company
Extra Space Storage Inc.
Sector
Real Estate
CUSIP
30225T102
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 705Q1 2024Q2 2024: 751Q2 2024Q3 2024: 771Q3 2024Q4 2024: 782Q4 2024Q1 2025: 801Q1 2025Q2 2025: 809Q2 2025Q3 2025: 793Q3 2025Q4 2025: 745Q4 2025Q1 2026: 768Q1 2026Q2 2026: 802Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions91$260.6M
Exits72$45.8M

All 13F filers, Q4 2024 → Q1 2025: 22,079,521 shares bought and 18,461,951 shares sold, net +3,617,570 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 801 holders

Vanguard Group Inc. 0.09% Add +0.9% 33,969,485 $5.0B
BlackRock, Inc. 0.07% Reduce -0.5% 22,526,515 $3.3B
Cohen & Steers, Inc. 4.13% Add +62.6% 15,031,569 $2.2B
State Street Corp. 0.08% Add +1.4% 13,469,715 $2.0B
Capital World Investors 0.19% Reduce -63.3% 7,728,897 $1.1B
Principal Financial Group Inc. 0.54% Reduce -3.3% 6,481,462 $962.4M
Norges Bank 0.13% Reduce -0.8% 6,226,756 $924.6M
Geode Capital Management, LLC 0.07% Add +1.2% 5,694,616 $843.1M
JPMorgan Chase & Co. 0.05% Add +205.7% 4,094,555 $608.0M
Capital International Investors 0.10% Reduce -3.5% 3,539,443 $525.6M
Dimensional Fund Advisors LP 0.11% Reduce -1.4% 3,091,157 $459.0M
Massachusetts Financial Services Co. 0.15% Add +0.4% 3,077,577 $457.0M
Invesco Ltd. 0.09% Add +18.7% 3,056,384 $453.8M
Northern Trust Corp. 0.06% Add +1.7% 2,922,828 $434.0M
Daiwa Securities Group Inc. 1.73% Add +29.6% 2,756,784 $409.4M
Centersquare Investment Management LLC 4.07% Add +10.6% 2,645,359 $392.8M
APG Asset Management US Inc. 2.87% No change 2,533,561 $374.6M
Charles Schwab Investment Management Inc. 0.07% Add +1.1% 2,435,928 $361.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% Add +5.8% 2,268,023 $336.8M
Legal & General Group Plc 0.08% Reduce -0.9% 2,053,801 $305.0M
Morgan Stanley 0.02% Add +5.0% 1,972,939 $293.0M
Diamond Hill Capital Management, LLC (Investment Advisor) 1.32% Reduce -10.5% 1,943,686 $288.6M
Goldman Sachs Group Inc. 0.05% Add +11.4% 1,865,839 $277.1M
Nuveen, LLC 0.08% — 1,736,934 $257.9M
First Eagle Investment Management, LLC 0.51% Reduce -0.8% 1,616,049 $240.0M
PGGM Investments 2.77% Add +5.1% 1,382,549 $205.3M
Bank of New York Mellon Corp 0.04% Reduce -3.5% 1,364,467 $202.6M
CBRE Investment Management Listed Real Assets LLC 3.04% Add +21.9% 1,328,469 $197.3M
Boston Partners 0.22% Reduce -15.5% 1,240,109 $184.1M
UBS Group AG 0.04% Add +122.0% 1,153,220 $171.2M
Prudential Financial Inc. 0.24% Reduce -21.4% 1,134,679 $168.5M
AQR Capital Management 0.17% Add +570.3% 1,124,206 $166.2M
FMR LLC 0.01% Add +0.2% 1,078,785 $160.2M
Deutsche Bank AG 0.06% Add +55.3% 936,936 $139.1M
Marshall Wace, LLP 0.18% Add +1231.8% 922,738 $137.0M
Resolution Capital Ltd 2.61% Add +259.1% 902,157 $134.0M
Hamlin Capital Management, LLC 3.14% Add +3.8% 883,155 $131.1M
Canada Pension Plan Investment Board 0.13% Reduce -34.6% 876,802 $130.2M
Balyasny Asset Management L.P. 0.32% Add +19.6% 859,249 $127.6M
Sumitomo Mitsui Trust Group, Inc. 0.08% Reduce -1.4% 795,465 $118.1M
Russell Investments Group, Ltd. 0.16% Add +42.3% 771,785 $114.6M
Sei Investments Co. 0.14% Add +82.9% 758,892 $112.7M
Bank of America Corp. 0.01% Add +25.8% 705,379 $104.7M
HSBC Holdings PLC 0.07% Add +1.0% 663,885 $98.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.20% Add +28.3% 643,139 $95.5M
Swiss National Bank 0.06% Reduce -0.1% 597,927 $88.8M
Point72 Asset Management 0.25% Add +3502.6% 580,264 $86.2M
Millennium Management 0.09% Add +338.1% 573,253 $85.1M
Amundi 0.03% Reduce -34.2% 545,436 $78.6M
Ameriprise Financial Inc. 0.02% Reduce -0.4% 560,213 $78.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.07% Add +8.7% 524,167 $77.8M
Qube Research & Technologies Ltd 0.12% Add +129.9% 504,852 $75.0M
Thrivent Financial for Lutherans 0.16% Add +6.7% 483,467 $71.8M
Public Sector Pension Investment Board 0.31% Add +243.2% 482,362 $71.6M
Pictet Asset Management Holding SA 0.08% Reduce -3.8% 481,148 $71.4M
Macquarie Group Ltd. 0.08% Reduce -2.1% 457,259 $67.9M
CANADA LIFE ASSURANCE Co 0.12% Add +8.9% 454,953 $67.6M
Alliancebernstein L.P. 0.02% Add +3.5% 452,777 $67.2M
SG Americas Securities, LLC 0.23% Add +148.3% 450,754 $66.9M
Rhumbline Advisers 0.06% Add +5.2% 445,296 $66.1M
Manning & Napier Advisors LLC 0.80% Reduce -43.9% 439,001 $65.2M
Capital Research Global Investors 0.01% Add +0.2% 425,215 $63.1M
BNP Paribas Financial Markets 0.05% Add +20.1% 415,614 $61.7M
Asset Management One Co., Ltd. 0.21% Add +1.5% 405,065 $60.1M
Adage Capital Partners Gp, L.L.C. 0.11% Add +215.0% 403,500 $59.9M
California Public Employees Retirement System 0.04% Reduce -1.3% 401,954 $59.7M
STRS Ohio 0.25% Add +0.0% 395,644 $58.7M
Barclays PLC 0.03% Add +5.5% 393,640 $58.5M
Woodline Partners LP 0.38% Add +157.4% 389,716 $57.9M
Public Employees Retirement System of Ohio 0.20% Reduce -2.5% 364,372 $54.1M
Nomura Asset Management Co. Ltd. 0.16% Add +5.3% 361,508 $53.7M
Wells Fargo & Company 0.01% Add +7.1% 359,566 $53.4M
Hudson Bay Capital Management LP 0.39% New 357,278 $53.1M
Royal Bank of Canada 0.01% Reduce -4.0% 338,436 $50.3M
Raymond James Financial Inc. 0.02% Add +4.4% 321,841 $47.8M
California State Teachers Retirement System 0.06% Reduce -1.4% 320,442 $47.6M
Voya Investment Management LLC 0.06% Add +422.6% 318,582 $47.3M
National Pension Service 0.05% Add +0.8% 316,695 $47.0M
T. Rowe Price Associates Inc. 0.01% Reduce -27.9% 307,736 $45.7M
Donaldson Capital Management, LLC 1.67% Add +3.2% 297,180 $44.1M
Tudor Investment Corporation 0.36% Add +85.7% 273,109 $40.6M
Envestnet Asset Management Inc. 0.01% Reduce -6.0% 250,817 $37.2M
Ensign Peak Advisors, Inc 0.07% Reduce -19.5% 249,884 $37.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.22% Reduce -0.0% 242,541 $36.0M
Allianz Asset Management GmbH 0.05% Add +34.2% 226,235 $33.6M
Gradient Investments LLC 0.67% Add +11.9% 223,168 $33.1M
Citigroup Inc. 0.03% Add +47.3% 220,863 $32.8M
Nan Shan Life Insurance Co., Ltd. 0.76% No change 217,330 $32.3M
State of New Jersey Common Pension Fund D 0.14% Reduce -4.6% 216,752 $32.2M
Aberdeen Group plc 0.06% Add +39.1% 215,982 $32.0M
Citadel Advisors 0.03% Reduce -52.8% 212,368 $31.5M
Land & Buildings Investment Management, LLC 6.50% New 206,892 $30.7M
PNC Financial Services Group, Inc. 0.02% Reduce -38.5% 205,381 $30.5M
State Board of Administration of Florida Retirement System 0.06% No change 205,274 $30.5M
Lasalle Investment Management Securities LLC 1.30% Reduce -16.4% 199,807 $29.7M
AXA S.A. 0.10% Add +11.6% 199,338 $29.6M
Vaughan Nelson Investment Management, L.P. 0.29% Add +55.6% 198,515 $29.5M
Baron Capital (BAMCO) 0.08% New 194,207 $28.8M
Brookfield Corp 0.04% Reduce -3.8% 191,136 $28.4M
Neuberger Berman Group LLC 0.02% Reduce -3.1% 186,998 $27.8M
Adelante Capital Management LLC 2.09% Reduce -36.1% 186,050 $27.6M
New York State Teachers Retirement System 0.06% Reduce -3.6% 178,663 $26.5M
Silvercrest Asset Management Group LLC 0.19% Reduce -2.1% 174,915 $26.0M
Swedbank AB 0.03% Reduce -6.4% 174,724 $25.9M
Gillson Capital LP 2.20% Reduce -39.0% 173,674 $25.8M
Schonfeld Strategic Advisors LLC 0.17% Add +1936.3% 172,578 $25.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.07% Add +1.1% 170,241 $25.3M
National Bank of Canada 0.03% Add +42.8% 169,710 $25.2M
Retirement Systems of Alabama 0.10% Reduce -0.5% 167,547 $24.9M
Ceredex Value Advisors LLC 0.54% Add +3.3% 166,053 $24.7M
Pinebridge Investments, L.P. 0.19% New 164,407 $24.4M
Victory Capital Management Inc. 0.03% Reduce -0.1% 164,270 $24.4M
Natixis 0.14% Add +110.2% 161,609 $24.0M
Cubist Systematic Strategies, LLC 0.31% New 161,508 $24.0M
Pacer Advisors, Inc. 0.06% Reduce -4.3% 160,584 $23.8M
Franklin Resources Inc. 0.01% Add +5.7% 158,331 $23.5M
Focus Partners Wealth 0.06% Add +0.1% 156,135 $23.2M
Cibc World Markets Corp. 0.18% Reduce -6.3% 154,788 $23.0M
Aew Capital Management L P 1.08% No change 149,379 $22.2M
Bank of Montreal 0.01% Reduce -17.8% 144,803 $21.5M
ExodusPoint Capital Management, LP 0.28% Reduce -13.9% 142,548 $21.2M
Manufacturers Life Insurance Company, The 0.02% Add +2.9% 137,057 $20.4M
Van Lanschot Kempen Investment Management N.V. 0.21% Reduce -12.1% 135,753 $20.2M
American Century Companies Inc. 0.01% Reduce -12.1% 135,242 $20.1M
Korea Investment CORP 0.05% Add +8.8% 132,581 $19.7M
APG Asset Management N.V. 0.06% Reduce -2.2% 140,357 $19.3M
Handelsbanken Fonder AB 0.08% Reduce -3.4% 129,612 $19.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Add +257.4% 128,377 $19.1M
Uniplan Investment Counsel, Inc. 1.91% Reduce -22.1% 128,202 $19.0M
New York State Common Retirement Fund 0.03% Add +4.1% 127,731 $19.0M
State of Tennessee, Department of Treasury 0.07% Reduce -1.1% 127,148 $18.9M
State of Alaska, Department of Revenue 0.21% Add +1.5% 127,149 $18.9M
Cibc World Market Inc. 0.04% Add +5.0% 126,936 $18.8M
Resona Asset Management Co.,Ltd. 0.11% Add +5.4% 125,791 $18.4M
Argent Capital Management LLC 0.55% Reduce -3.3% 121,770 $18.1M
Heitman Real Estate Securities LLC 1.15% Reduce -61.2% 119,939 $17.8M
State of Wisconsin Investment Board 0.05% Add +1.1% 118,085 $17.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.10% Add +3.0% 116,485 $17.3M
LPL Financial LLC 0.01% Add +2.9% 114,046 $16.9M
Bowen Hanes & Co. Inc. 0.46% No change 111,750 $16.6M
Chevy Chase Trust Holdings, LLC 0.05% Reduce -0.1% 111,177 $16.5M
DekaBank Deutsche Girozentrale 0.03% Reduce -0.8% 113,975 $16.4M
Employees Retirement System of Texas 0.18% Reduce -8.6% 108,507 $16.1M
Arrowstreet Capital, Limited Partnership 0.01% New 108,437 $16.1M
Mitsubishi UFJ Trust & Banking Corp 0.04% Reduce -27.8% 104,657 $15.5M
Toronto Dominion Bank 0.04% Reduce -9.5% 102,593 $15.2M
Robeco Institutional Asset Management B.V. 0.03% Reduce -6.0% 101,778 $15.1M
Nisa Investment Advisors, LLC 0.07% Reduce -2.9% 101,012 $15.0M
Public Employees Retirement Association of Colorado 0.06% Add +248.9% 100,559 $14.9M
Van Eck Associates Corp. 0.02% Add +4.2% 100,128 $14.9M
Vert Asset Management LLC 5.07% Add +6.2% 99,270 $14.7M
TD Asset Management Inc 0.01% Reduce -1.1% 98,283 $14.6M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.11% — 98,087 $14.6M
Royal London Asset Management Ltd. 0.03% Add +12.3% 97,359 $14.5M
Susquehanna Fundamental Investments, LLC 0.24% Add +1.6% 96,624 $14.3M
Treasurer of the State of North Carolina 0.06% Add +1.3% 95,709 $14.2M
Danske Bank A/S 0.04% Reduce -9.3% 95,014 $14.1M
Gotham Asset Management 0.12% Add +29.3% 94,869 $14.1M
Alyeska Investment Group, L.P. 0.06% New 93,569 $13.9M
Twinbeech Capital LP 0.23% Add +7.1% 85,568 $12.7M
Stifel Financial Corp. 0.01% Reduce -2.7% 83,525 $12.4M
Natixis Advisors, LLC 0.02% Add +19.7% 83,235 $12.4M
Storebrand Asset Management As 0.04% No change 82,835 $12.3M
IFM Investors Pty Ltd 0.13% Reduce -7.2% 80,637 $12.0M
UniSuper Management Pty Ltd 0.09% Add +0.9% 79,325 $11.8M
KLP Kapitalforvaltning As 0.05% No change 71,880 $10.7M
Wellington Management Group LLP 0.00% Reduce -22.3% 71,766 $10.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.11% Add +5.2% 70,700 $10.5M
New Age Alpha Advisors, LLC 0.45% Reduce -15.8% 67,398 $10.0M
Lansforsakringar Fondforvaltning AB (publ) 0.06% Reduce -50.5% 67,249 $10.0M
Brookstone Capital Management 0.14% New 67,186 $10.0M
Lighthouse Investment Partners, LLC 0.44% Reduce -0.1% 64,900 $9.6M
Guggenheim Capital LLC 0.09% Reduce -9.1% 63,511 $9.4M
Rockefeller Capital Management L.P. 0.02% Add +202.9% 62,233 $9.2M
CHURCHILL MANAGEMENT Corp 0.12% Add +6.3% 61,928 $9.2M
Arizona State Retirement System 0.06% Add +1.8% 61,266 $9.1M
MetLife Investment Management, LLC 0.05% Reduce -2.0% 61,060 $9.1M
OVERSEA-CHINESE BANKING Corp Ltd 0.26% Reduce -10.9% 60,726 $9.0M
1832 Asset Management L.P. 0.02% Add +28.5% 60,006 $8.9M
Credit Agricole S A 0.03% Add +8.0% 59,771 $8.9M
Verition Fund Management LLC 0.05% Reduce -17.6% 58,949 $8.8M
State of Michigan Retirement System 0.05% Reduce -0.2% 57,479 $8.5M
Davis Selected Advisers 0.05% Reduce -7.0% 56,785 $8.4M
Nissay Asset Management Corp. /Japan 0.05% Add +1.6% 56,720 $8.4M
Greenland Capital Management LP 1.45% Add +411.5% 55,323 $8.2M
Andra AP-fonden 0.13% Add +27.9% 54,600 $8.1M
Corebridge Financial, Inc. 0.05% Reduce -3.6% 53,723 $8.0M
Nomura Holdings Inc. 0.04% Add +67.1% 52,798 $7.8M
Worldquant Millennium Advisors LLC 0.05% Reduce -78.2% 50,170 $7.4M
Squarepoint Ops LLC 0.02% Add +313.9% 50,084 $7.4M
HRT Financial LP 0.05% New 49,445 $7.3M
Czech National Bank 0.07% Add +5.9% 48,689 $7.2M
Schroder Investment Management Group 0.01% Reduce -11.6% 49,421 $7.2M
Wealthfront Advisers LLC 0.02% Add +9.0% 47,328 $7.0M
KBC Group NV 0.02% Reduce -70.4% 46,342 $6.9M
Fisher Asset Management 0.00% Reduce -24.7% 44,752 $6.6M
HighTower Advisors, LLC 0.01% Reduce -4.2% 43,641 $6.5M
Chilton Capital Management LLC 0.28% Reduce -7.7% 43,536 $6.5M
Westpac Banking Corp. 0.47% Reduce -5.3% 43,121 $6.4M
USS Investment Management Ltd 0.05% No change 42,946 $6.4M
Forsta Ap-Fonden 0.05% Reduce -2.1% 41,800 $6.2M
ING Groep NV 0.04% Add +54.3% 41,768 $6.2M
Amalgamated Bank 0.05% Add +1.1% 40,967 $6.1M
Skandinaviska Enskilda Banken AB (publ) 0.03% Reduce -3.6% 40,574 $6.0M
ProShare Advisors LLC 0.01% Add +5.0% 40,544 $6.0M
Teacher Retirement System of Texas 0.02% Reduce -31.1% 39,397 $5.9M
Cetera Investment Advisers 0.01% Reduce -10.7% 39,307 $5.8M
Landscape Capital Management, L.L.C. 0.51% Add +136.6% 38,780 $5.8M
Jacobsen Capital Management 2.49% Reduce -0.5% 38,640 $5.7M
Eisler Capital Management Ltd. 0.17% New 38,455 $5.7M
American Assets Capital Advisers, LLC 2.37% Reduce -13.3% 38,211 $5.7M
First Trust Advisors LP 0.01% Reduce -56.1% 38,090 $5.7M
Captrust Financial Advisors 0.01% Add +1.1% 37,895 $5.6M
Ieq Capital, LLC 0.04% Add +288.6% 37,387 $5.6M
Zimmer Partners, LP 0.11% New 37,200 $5.5M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +9.4% 37,843 $5.5M
DNB Asset Management AS 0.02% Reduce -0.2% 36,079 $5.4M
Cerity Partners LLC 0.01% Add +127.4% 35,451 $5.3M
Metis Global Partners, LLC 0.15% Add +12.4% 35,285 $5.2M
M&T Bank Corp 0.02% Reduce -10.3% 34,957 $5.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.06% Reduce -14.9% 34,856 $5.2M
Holocene Advisors, LP 0.02% Add +132.0% 34,857 $5.2M
Quantinno Capital Management LP 0.03% Add +22.8% 34,829 $5.2M
Utah Retirement Systems 0.06% No change 34,620 $5.1M
Allstate Corp. 0.15% Add +6.3% 33,625 $5.0M
Yousif Capital Management, LLC 0.06% Reduce -2.2% 32,481 $4.8M
CIBC Asset Management Inc 0.02% Reduce -1.1% 31,941 $4.7M
New York Life Investment Management LLC 0.05% Reduce -0.6% 31,354 $4.7M
Liberty One Investment Management, LLC 0.47% Add +9.8% 31,180 $4.6M
Police & Firemen's Retirement System of New Jersey 0.05% No change 30,354 $4.5M
Vestcor Inc 0.15% Add +173.8% 30,341 $4.5M
Xponance LLC 0.04% Add +0.2% 30,154 $4.5M
Caption Management, LLC 0.20% New 30,000 $4.5M
US Bancorp \de 0.01% Add +6.0% 29,930 $4.4M
Alta Capital Management LLC/ 0.28% Add +7.0% 29,009 $4.3M
Engineers Gate Manager LP 0.07% Add +28.5% 28,937 $4.3M
Sterling Capital Management LLC 0.07% Reduce -3.1% 28,894 $4.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +34.4% 28,409 $4.2M
Mutual of America Capital Management LLC 0.05% Reduce -3.5% 28,209 $4.2M
Moody LYNN Lieberson & Walker, LLC 0.27% Add +0.7% 28,170 $4.2M
Janus Henderson Group PLC 0.00% Add +1.7% 28,270 $4.1M
Caisse de depot et placement du Quebec 0.01% Reduce -34.5% 27,464 $4.1M
Mercer Global Advisors Inc. 0.01% Add +15.0% 27,237 $4.0M
Graham Capital Management, L.P. 0.19% Add +116.7% 26,820 $4.0M
Bell Bank 0.20% No change 24,375 $3.6M
Texas Yale Capital Corp. 0.15% Add +10.6% 23,977 $3.6M
Bank of Nova Scotia 0.01% Reduce -13.1% 23,501 $3.5M
Global Wealth Management Investment Advisory, Inc. 0.69% Add +23.3% 23,212 $3.4M
Rafferty Asset Management, LLC 0.01% Reduce -17.1% 23,113 $3.4M
AlphaQuest LLC 0.37% Add +45468.0% 22,784 $3.4M
Wealth Enhancement Advisory Services, LLC 0.01% Add +44.6% 22,593 $3.4M
Allspring Global Investments Holdings, LLC 0.01% Add +1.8% 22,222 $3.3M
OP Asset Management Ltd 0.06% — 22,092 $3.3M
Commonwealth Equity Services, LLC 0.00% Add +2.8% 21,659 $3.2M
Inspire Investing, LLC 0.38% Add +4.3% 21,476 $3.2M
Mattson Financial Services, LLC 0.95% Add +17.7% 21,231 $3.2M
O'shaughnessy Asset Management, LLC 0.02% Add +42.2% 20,842 $3.1M
Mackenzie Financial Corp. 0.00% Add +12.9% 20,734 $3.1M
Norinchukin Bank, The 0.06% Add +9.8% 20,695 $3.1M
FIL Ltd 0.00% Reduce -31.6% 20,431 $3.0M
Cwm, LLC 0.01% Add +312.2% 20,404 $3.0M
Private Advisor Group, LLC 0.02% Reduce -0.4% 20,224 $3.0M
Diversify Wealth Management, LLC 0.22% Reduce -0.2% 21,190 $3.0M
Brentview Investment Management LLC 1.59% Add +5.4% 20,090 $3.0M
Vanguard Personalized Indexing Management, LLC 0.04% Add +7.0% 19,760 $2.9M
Castellan Group 0.81% Reduce -7.6% 19,583 $2.9M
Duff & Phelps Investment Management Co. 0.03% Reduce -45.4% 19,403 $2.9M
Peapack Gladstone Financial Corp. 0.04% Reduce -0.3% 19,042 $2.8M
Rakuten Investment Management, Inc. 0.01% — 19,375 $2.8M
Avantax Advisory Services, Inc. 0.02% Add +2.1% 18,830 $2.8M
Mariner, LLC 0.00% Add +23.1% 18,775 $2.8M
Creative Planning 0.00% Add +19.2% 18,763 $2.8M
Oregon Public Employees Retirement Fund 0.05% Add +0.1% 18,170 $2.7M
NEOS Investment Management LLC 0.05% Add +64.7% 17,993 $2.7M
Jane Street Group, LLC 0.00% New 17,853 $2.7M
Sanctuary Advisors, LLC 0.02% Reduce -10.7% 17,668 $2.6M
Vident Advisory, LLC 0.04% Add +22.8% 17,498 $2.6M
Susquehanna Portfolio Strategies, LLC 1.11% New 17,459 $2.6M
Delta Global Management LP 0.19% New 17,419 $2.6M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +14.2% 17,367 $2.6M
Vanderbilt University 0.49% Reduce -1.1% 17,333 $2.6M
Shelton Capital Management 0.06% No change 17,300 $2.6M
Mizuho Securities USA LLC 0.05% Reduce -15.5% 16,974 $2.5M
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 0.32% No change 16,866 $2.5M
Pensionfund PDN 1.65% Reduce -5.6% 16,840 $2.5M
Knights of Columbus Asset Advisors LLC 0.17% New 16,685 $2.5M
Nordea Investment Management AB 0.00% Add +0.4% 16,640 $2.5M
Teachers Retirement System of the State of Kentucky 0.02% Add +4.3% 16,363 $2.4M
Commerce Bank 0.02% Add +1.9% 15,979 $2.4M
Susquehanna International Group, LLP 0.00% Reduce -85.0% 15,919 $2.4M
Pathstone Holdings, LLC 0.01% Add +14.4% 15,823 $2.4M
Intact Investment Management Inc. 0.08% No change 15,600 $2.3M
Johnson Investment Counsel Inc. 0.02% Add +2.2% 15,379 $2.3M
Man Group plc 0.01% Add +30.6% 15,343 $2.3M
XTX Topco Ltd 0.11% New 14,953 $2.2M
Oppenheimer Asset Management Inc. 0.03% Add +99.5% 14,642 $2.2M
Quantbot Technologies LP 0.07% New 14,514 $2.2M
Truist Financial Corp. 0.00% Add +3.3% 14,331 $2.1M
Kentucky Retirement Systems 0.06% Reduce -2.0% 14,278 $2.1M
Pallas Capital Advisors LLC 0.09% Add +93.4% 14,266 $2.1M
Ilmarinen Mutual Pension Insurance Co 0.02% No change 13,700 $2.0M
Osaic Holdings, Inc. 0.00% Reduce -18.6% 13,644 $2.0M
Cambridge Investment Research Advisors, Inc. 0.01% Add +0.5% 13,580 $2.0M
Naviter Wealth, LLC 0.24% Add +0.6% 13,645 $2.0M
Ostrum Asset Management 0.10% Add +182.4% 13,309 $2.0M
Candriam S.C.A. 0.01% Reduce -9.1% 13,183 $2.0M
Advisors Asset Management, Inc. 0.04% Add +15.3% 12,995 $1.9M
Hartford Investment Management Co. 0.07% Reduce -1.0% 12,970 $1.9M
CIBC Private Wealth Group LLC 0.00% Reduce -0.3% 15,036 $1.9M
Spirit of America Management Corp. 0.38% Reduce -3.1% 12,680 $1.9M
Swiss Life Asset Management Ltd 0.01% Add +17.0% 12,622 $1.9M
Crossmark Global Holdings, Inc. 0.03% Reduce -0.6% 12,617 $1.9M
Brevan Howard Capital Management LP 0.05% Add +294.8% 12,581 $1.9M
Arkadios Wealth Advisors 0.07% Add +102.8% 12,538 $1.9M
Modern Wealth Management, LLC 0.06% Add +9.3% 12,467 $1.9M
RD Lewis Holdings, Inc. 2.10% Add +2.0% 12,372 $1.9M
Paralel Advisors LLC 0.08% No change 12,350 $1.8M
DoubleLine ETF Adviser LP 0.61% Reduce -19.4% 12,299 $1.8M
Taylor Frigon Capital Management LLC 1.08% Add +0.8% 12,248 $1.8M
Keybank National Association 0.01% Add +7.1% 12,109 $1.8M
Quadrature Capital Ltd 0.04% Add +46.0% 12,061 $1.8M
HGI Capital Management, LLC 2.23% New 12,028 $1.8M
Gulf International Bank (UK) Ltd 0.06% Reduce -27.3% 12,008 $1.8M
Tran Capital Management, L.P. 0.24% No change 11,910 $1.8M
Walleye Capital LLC 0.02% New 11,900 $1.8M
Fifth Third Bancorp 0.01% Add +25.4% 11,835 $1.8M
Ontario Teachers Pension Plan Board 0.03% Add +632.9% 11,704 $1.7M
Louisiana State Employees Retirement System 0.03% No change 11,400 $1.7M
Azzad Asset Management Inc. 0.20% Add +3.4% 11,391 $1.7M
Brown Financial Advisors 0.70% Add +17.7% 11,380 $1.7M
Elo Mutual Pension Insurance Co 0.04% Reduce -46.8% 11,363 $1.7M
Advisory Services Network, LLC 0.03% Reduce -0.6% 11,200 $1.7M
Securian Asset Management, Inc. 0.05% Reduce -1.8% 11,192 $1.7M
Sophron Capital Management L.P. 0.56% Add +43.9% 11,108 $1.6M
Physician Wealth Advisors, Inc. 0.28% Reduce -0.5% 11,060 $1.6M
Nebula Research & Development LLC 0.15% Add +181.8% 10,687 $1.6M
Presima Securities ULC 0.35% Add +1.5% 10,642 $1.6M
Corient Private Wealth LP 0.00% Add +2.2% 10,614 $1.6M
Achmea Investment Management B.V. 0.02% Add +40.5% 10,506 $1.6M
Ossiam 0.02% Reduce -3.0% 10,345 $1.5M
Matrix Trust Co 0.26% Reduce -4.3% 10,299 $1.5M
Townsquare Capital LLC 0.02% Add +2.6% 10,221 $1.5M
U.S. Capital Wealth Advisors, LLC 0.05% Add +1.2% 10,111 $1.5M
Clearbridge Investments, LLC 0.00% No change 10,095 $1.5M
Winmill & Co. Inc. 0.45% No change 10,027 $1.5M
AG2R La Mondiale Gestion D'actifs 0.08% — 9,827 $1.5M
Fulton Breakefield Broenniman LLC 0.11% Reduce -1.8% 9,942 $1.5M
Y-Intercept (Hong Kong) Ltd 0.10% New 9,910 $1.5M
E. Ohman J:or Asset Management AB 0.04% Reduce -5.7% 9,900 $1.5M
New Mexico Educational Retirement Board 0.05% Reduce -2.0% 9,900 $1.5M
Capital International, Inc. 0.02% Reduce -90.4% 9,813 $1.5M
Courier Capital LLC 0.10% Add +2.4% 9,800 $1.5M
Maryland State Retirement & Pension System 0.03% Reduce -12.5% 9,776 $1.5M
GeoWealth Management, LLC 0.06% Add +3.4% 9,762 $1.4M
Ferguson Wellman Capital Management, Inc. 0.03% Reduce -9.9% 9,497 $1.4M
Tidal Investments LLC 0.01% Reduce -8.9% 9,214 $1.4M
J. W. Coons Advisors, LLC 0.36% Add +4.3% 9,212 $1.4M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -27.6% 9,094 $1.4M
Merit Financial Group, LLC 0.02% Add +190.9% 9,089 $1.3M
Erste Asset Management GmbH 0.02% No change 9,200 $1.3M
Allianz SE 0.04% Reduce -6.2% 9,010 $1.3M
United Capital Financial Advisors, LLC 0.01% Add +0.3% 8,977 $1.3M
Capital Management Corp. 0.23% No change 8,850 $1.3M
Choreo, LLC 0.02% Add +166.5% 8,734 $1.3M
King Luther Capital Management Corp. 0.01% Reduce -9.3% 8,656 $1.3M
Oak Thistle LLC 0.25% Add +213.2% 8,344 $1.2M
Bessemer Group Inc. 0.00% Reduce -58.7% 8,271 $1.2M
Lido Advisors, LLC 0.01% Reduce -7.4% 8,260 $1.2M
Pensionfund Sabic 0.37% Reduce -8.8% 8,255 $1.2M
NewEdge Wealth, LLC 0.02% Reduce -11.8% 8,174 $1.2M
Tower Research Capital LLC (TRC) 0.04% Add +11.8% 8,142 $1.2M
Aviva PLC 0.00% Add +1.3% 8,084 $1.2M
Steward Partners Investment Advisory, LLC 0.01% Add +10.3% 8,066 $1.2M
Capital International Sarl 0.03% Reduce -24.8% 8,057 $1.2M
BI Asset Management Fondsmaeglerselskab A/S 0.01% Reduce -9.5% 7,948 $1.2M
Dark Forest Capital Management LP 0.05% Add +21.0% 7,936 $1.2M
Orion Porfolio Solutions, LLC 0.01% Add +7.2% 7,887 $1.2M
Orion Portfolio Solutions, LLC 0.01% Add +7.2% 7,887 $1.2M
Stock Yards Bank & Trust Co. 0.04% Reduce -7.2% 7,885 $1.2M
Gallacher Capital Management LLC 0.57% Add +1.9% 7,859 $1.2M
Howard Capital Management, LLC 0.03% Reduce -2.2% 7,850 $1.2M
Capital Square, LLC 0.68% Reduce -4.8% 7,761 $1.2M
Cascade Investment Group, Inc. 0.88% Reduce -4.3% 7,697 $1.1M
McDonough Capital Management, Inc 0.75% Reduce -14.5% 7,682 $1.1M
OMERS ADMINISTRATION Corp 0.01% Reduce -14.2% 7,593 $1.1M
MAI Capital Management 0.01% Reduce -0.1% 7,581 $1.1M
Venturi Wealth Management, LLC 0.06% Reduce -0.6% 7,567 $1.1M
Wedbush Securities Inc. 0.04% Reduce -1.9% 7,434 $1.1M
Centiva Capital, LP 0.06% New 7,354 $1.1M
Machina Capital S.A.S. 0.32% Add +41.5% 7,242 $1.1M
Tokio Marine Asset Management Co. Ltd. 0.04% Add +3.8% 7,109 $1.1M
MML Investors Services, LLC 0.00% Add +14.7% 7,056 $1.0M
Assetmark, Inc. 0.00% Add +7.1% 6,775 $1.0M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.2% 6,742 $1.0M
ASR Vermogensbeheer N.V. 0.01% — 6,635 $985K
Dana Investment Advisors, Inc. 0.04% Add +2.7% 6,581 $977K
Ignite Planners, LLC 0.19% Add +33.9% 6,381 $946K
MADDEN SECURITIES Corp 0.37% Reduce -12.0% 6,365 $945K
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -1.6% 6,251 $928K
Atria Wealth Solutions, Inc. 0.01% Reduce -53.1% 6,250 $928K
Hancock Whitney Corp. 0.03% Reduce -29.4% 6,120 $909K
Archer Investment Corp 0.24% No change 6,109 $907K
Kentucky Retirement Systems Insurance Trust Fund 0.06% New 6,081 $903K
Federation des caisses Desjardins du Quebec 0.00% Add +21.5% 6,074 $902K
Investment Management Corp of Ontario 0.02% Reduce -37.5% 5,964 $886K
Janney Montgomery Scott LLC 0.00% Add +3.8% 5,952 $884K
Hummer Financial Advisory Services Inc 0.71% No change 5,920 $879K
Adams Wealth Management 0.17% Add +3.1% 5,756 $855K
CacheTech Inc. 0.17% Add +3.1% 5,756 $855K
LRT Capital Management, LLC 0.58% Reduce -61.1% 5,748 $854K
Gsa Capital Partners LLP 0.08% New 5,627 $836K
Money Concepts Capital Corp. 0.06% Add +8.5% 5,497 $816K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +3.9% 5,408 $803K
Hartline Investment Corp./ 0.10% Reduce -23.8% 5,276 $783K
Whalerock Point Partners, LLC 0.19% No change 5,244 $779K
LJI Wealth Management, LLC 0.15% No change 5,230 $777K
WASHINGTON TRUST Co 0.03% No change 5,225 $776K
Paladin Wealth, LLC 0.69% Add +11.1% 5,209 $773K
Intech Investment Management LLC 0.01% Add +54.7% 5,200 $772K
Meiji Yasuda Asset Management Co Ltd. 0.03% Reduce -4.2% 5,145 $764K
Applied Finance Capital Management, LLC 0.06% New 5,126 $761K
Acas, LLC 0.57% Reduce -2.4% 5,081 $753K
Savant Capital, LLC 0.01% Reduce -3.0% 5,005 $743K
Polymer Capital Management (US) LLC 0.22% New 4,995 $742K
Glenmede Trust Co. NA 0.00% Reduce -0.1% 4,972 $738K
Ofi Invest Asset Management 0.02% Reduce -4.9% 5,347 $735K
Empowered Funds, LLC 0.01% Add +15.6% 4,912 $729K
Harbor Capital Advisors, Inc. 0.03% Reduce -21.3% 4,904 $728K
Checchi Capital Advisers, LLC 0.05% Add +39.5% 4,813 $715K
Benjamin Edwards Inc. 0.01% Add +2.5% 4,759 $707K
Wedge Capital Management L L P 0.01% Reduce -7.9% 4,732 $703K
Vestmark Advisory Solutions, Inc. 0.02% Add +42.7% 4,714 $700K
United Services Automobile Association 0.02% New 4,786 $696K
Daiichi Life Insurance Co., Ltd. 0.02% No change 4,686 $696K
J.W. Cole Advisors, Inc. 0.02% New 4,681 $695K
Apollon Wealth Management, LLC 0.02% Reduce -2.4% 4,632 $688K
Penserra Capital Management LLC 0.01% Reduce -16.9% 4,595 $680K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -88.1% 4,527 $672K
Aviso Financial Inc. 0.03% Reduce -10.8% 4,518 $671K
Carmel Capital Partners, LLC 0.26% Reduce -0.4% 4,404 $654K
Illinois Municipal Retirement Fund 0.01% No change 4,360 $647K
Brown Advisory Inc. 0.00% Reduce -0.1% 4,351 $646K
MQS Management LLC 0.37% New 4,327 $643K
McKinley Carter Wealth Services, Inc. 0.04% No change 4,321 $642K
Regions Financial Corp. 0.00% Reduce -16.8% 4,280 $636K
Bridgefront Capital, LLC 0.18% Reduce -11.9% 4,140 $615K
Boothbay Fund Management, LLC 0.02% Reduce -17.0% 4,122 $612K
Park Avenue Securities LLC 0.01% Reduce -4.8% 4,068 $604K
EP Wealth Advisors, LLC 0.00% Add +3.3% 4,062 $603K
Buckley Wealth Management, LLC 0.19% Add +3.1% 4,032 $599K
GF Fund Management Co. LTD. 0.01% Add +4.3% 4,015 $596K
Ethic Inc. 0.01% Reduce -9.8% 4,001 $592K
Atria Investments, Inc 0.01% Reduce -10.4% 3,945 $586K
Enterprise Bank & Trust Co 0.22% No change 3,912 $581K
San Luis Wealth Advisors LLC 0.13% New 3,834 $569K
Agf Management Ltd. 0.00% Add +1.9% 3,830 $569K
CWA Asset Management Group, LLC 0.03% Add +0.1% 3,805 $565K
Mufg Securities Americas Inc. 0.06% Add +19.9% 3,753 $557K
Values First Advisors, Inc. 0.32% Add +0.9% 3,759 $557K
Copley Financial Group, Inc. 0.42% Add +0.7% 3,681 $547K
Twin Capital Management Inc. 0.06% Reduce -1.9% 3,651 $542K
GC Wealth Management RIA, LLC 0.10% Add +13.9% 3,604 $535K
Jump Financial, LLC 0.01% New 3,599 $534K
Mather Group, Llc. 0.01% Add +3.0% 3,594 $534K
Douglass Winthrop Advisors, LLC 0.01% No change 3,550 $527K
Larson Financial Group LLC 0.03% Add +1311.2% 3,542 $526K
Coldstream Capital Management Inc. 0.01% Reduce -7.2% 3,510 $521K
Visionary Horizons, LLC 0.37% Reduce -11.3% 3,500 $520K
Magnetar Financial LLC 0.01% New 3,484 $517K
BCO Wealth Management LLC 0.40% No change 3,424 $508K
NewEdge Advisors, LLC 0.00% Add +9.3% 3,409 $506K
Kestra Advisory Services, LLC 0.00% Reduce -46.0% 3,402 $505K
Assenagon Asset Management S.A. 0.00% Reduce -9.1% 3,320 $493K
Panagora Asset Management Inc. 0.00% Reduce -25.9% 3,312 $492K
AlphaCore Capital LLC 0.04% New 3,308 $491K
Allworth Financial LP 0.00% Reduce -15.7% 3,381 $480K
Wolverine Trading, LLC 0.02% Reduce -42.5% 3,272 $476K
Intrua Financial, LLC 0.07% Add +7.4% 3,196 $475K
Versor Investments LP 0.08% Reduce -61.8% 3,189 $474K
Ascentis Independent Advisors 0.09% Reduce -1.9% 3,182 $472K
Prestige Wealth Management Group LLC 0.10% Add +3.0% 3,109 $462K
Navellier & Associates Inc. 0.06% Reduce -20.2% 3,076 $460K
HB Wealth Management, LLC 0.00% Add +13.9% 3,082 $458K
Horizon Investments, LLC 0.01% Add +5.4% 3,071 $456K
Principal Securities, Inc. 0.01% No change 3,034 $454K
Three Seasons Wealth, LLC 0.22% No change 3,000 $445K
Clearstead Advisors, LLC 0.01% Reduce -8.1% 2,954 $439K
Quadrant Capital Group LLC 0.02% Add +121.0% 2,933 $436K
GAMMA Investing LLC 0.03% Reduce -0.7% 2,906 $432K
Focus Partners Advisor Solutions, LLC 0.01% New 2,862 $425K
Profund Advisors LLC 0.02% Reduce -16.7% 2,830 $420K
First Merchants Corp. 0.02% No change 2,818 $418K
Orange Investment Advisors, Inc. 0.05% No change 2,812 $418K
Praxis Investment Management Inc. 0.03% No change 2,810 $417K
Walleye Trading LLC 0.01% New 2,801 $416K
Sequoia Financial Advisors, LLC 0.00% Reduce -0.9% 2,792 $415K
Foster & Motley Inc. 0.03% Reduce -1.7% 2,779 $413K
Spirepoint Private Client, LLC 0.05% Add +0.1% 2,704 $402K
Horst & Graben Wealth Management LLC 0.07% Reduce -0.4% 2,696 $400K
Trust Co. of Toledo NA 0.05% Reduce -5.3% 2,695 $400K
Blair William & Co. 0.00% Add +4.1% 2,693 $400K
QRG Capital Management, Inc. 0.00% Add +21.4% 2,684 $399K
Greenleaf Trust 0.00% Add +20.8% 2,609 $387K
Sandhill Capital Partners LLC 0.03% No change 2,588 $384K
PharVision Advisers, LLC 0.53% New 2,585 $384K
Ethos Financial Group, LLC 0.04% New 2,583 $384K
Campbell & CO Investment Adviser LLC 0.03% New 2,565 $381K
Siemens Fonds Invest GmbH 0.03% New 2,499 $371K
V-Square Quantitative Management LLC 0.05% Reduce -5.2% 2,498 $371K
&partners 0.00% Add +19.8% 2,522 $367K
Meeder Advisory Services, Inc. 0.02% Add +10.5% 2,469 $367K
Wilmington Savings Fund Society, FSB 0.01% Reduce -0.5% 2,461 $365K
Level Four Advisory Services, LLC 0.01% Add +0.7% 2,454 $364K
SMART Wealth LLC 0.13% Add +4.9% 2,438 $362K
Delta Capital Management LLC 0.21% Reduce -2.0% 2,435 $362K
Perpetual Ltd 0.00% Reduce -1.2% 2,416 $359K
Fairtree Asset Management (Pty) Ltd 0.28% No change 2,380 $353K
Glenview Trust Co 0.01% Add +1.5% 2,376 $353K
Loudon Investment Management, LLC 0.20% Reduce -35.9% 2,365 $351K
Reynders McVeigh Capital Management, LLC 0.02% No change 2,347 $349K
Sagespring Wealth Partners, LLC 0.01% Add +37.5% 2,339 $347K
Leavell Investment Management, Inc. 0.02% No change 2,297 $341K
Snowden Capital Advisors LLC 0.01% Add +22.5% 2,268 $337K
Geneos Wealth Management Inc. 0.01% Reduce -1.1% 2,250 $334K
Choate Investment Advisors 0.01% Add +0.0% 2,231 $331K
Huntington National Bank 0.00% Reduce -1.5% 2,216 $329K
Cynosure Group, LLC 0.05% Add +17.6% 2,215 $329K
American Investment Services, Inc. 0.06% Add +1.8% 2,212 $328K
One Capital Management, LLC 0.01% Reduce -3.9% 2,198 $326K
Kestra Private Wealth Services, LLC 0.01% Add +1.7% 2,184 $324K
LVZ, Inc. 0.04% Add +9.6% 2,166 $322K
MBB Public Markets I LLC 0.04% New 2,166 $322K
111 Capital 0.06% New 2,132 $317K
NorthRock Partners, LLC 0.01% Add +14.4% 2,131 $316K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% No change 2,120 $315K
Cigna Investments Inc. 0.06% Reduce -1.5% 2,114 $314K
Legacy Wealth Asset Management, LLC 0.09% Reduce -12.2% 2,105 $313K
Fiduciary Group, LLC 0.03% Add +1.7% 2,071 $308K
Ameritas Investment Partners, Inc. 0.01% No change 2,065 $307K
Prudential PLC 0.00% Reduce -49.2% 2,031 $302K
Clifford Swan Investment Counsel LLC 0.01% No change 2,027 $301K
Independent Advisor Alliance 0.01% Reduce -3.8% 2,024 $301K
Scientech Research LLC 0.08% New 2,023 $300K
Occidental Asset Management, LLC 0.04% New 2,004 $298K
Blueshift Asset Management, LLC 0.12% Reduce -47.0% 1,994 $296K
Cetera Trust Company, N.A 0.19% Add +11.3% 1,971 $293K
Arete Wealth Advisors, LLC 0.02% New 1,950 $290K
Abn Amro Investment Solutions 0.01% Reduce -10.8% 1,949 $289K
Greenfield Seitz Capital Management, LLC 0.11% No change 1,942 $288K
Bryant Woods Investment Advisors, LLC 0.14% No change 1,936 $287K
Federated Hermes, Inc. 0.00% Add +74.8% 1,932 $287K
Olde Wealth Management, LLC 0.10% Reduce -0.5% 1,901 $282K
D.A. Davidson & Co. 0.00% Add +7.2% 1,895 $281K
Whittier Trust Co. 0.00% Add +34.1% 1,895 $281K
Main Street Financial Solutions, LLC 0.02% Reduce -1.1% 1,872 $278K
Canandaigua National Bank & Trust Co. 0.03% Reduce -18.2% 1,869 $278K
Phocas Financial Corp. 0.04% Reduce -2.1% 1,857 $276K
D'Orazio & Associates, Inc. 0.04% Add +18.5% 1,856 $276K
Clarius Group, LLC 0.02% Reduce -0.1% 1,842 $274K
Naples Global Advisors, LLC 0.03% No change 1,840 $273K
Equitable Holdings, Inc. 0.00% Reduce -11.3% 1,831 $272K
Prime Capital Investment Advisors, LLC 0.00% New 1,827 $271K
FORA Capital, LLC 0.03% New 1,822 $271K
Bailard, Inc. 0.01% No change 1,818 $270K
Johnson Financial Group, Inc. 0.01% New 1,802 $268K
Segment Wealth Management, LLC 0.02% New 1,781 $264K
Quarry LP 0.07% Add +398.3% 1,774 $263K
Pathway Financial Advisers, LLC 0.09% Reduce -84.4% 1,753 $260K
Beaton Management Co. Inc. 0.14% No change 1,750 $260K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.07% No change 1,745 $259K
First Citizens Bank & Trust Co. 0.01% Reduce -20.2% 1,745 $259K
Baird Financial Group, Inc. 0.00% Reduce -12.9% 1,741 $259K
Capital Analysts, LLC 0.01% Add +359.1% 1,708 $254K
IFP Advisors, Inc 0.01% Add +1376.5% 1,698 $252K
Fulcrum Capital LLC 0.06% Add +2.0% 1,693 $251K
Montecito Bank & Trust 0.04% No change 1,686 $250K
Tyche Wealth Partners LLC 0.05% New 1,677 $249K
Parsons Capital Management Inc. 0.01% No change 1,677 $249K
Aptus Capital Advisors, LLC 0.00% Add +1.0% 1,654 $246K
Premier Path Wealth Partners, LLC 0.04% New 1,646 $244K
Auxano Advisors, LLC 0.06% Reduce -25.2% 1,644 $244K
Farmers & Merchants Investments Inc. 0.01% No change 1,642 $244K
Florida Trust Wealth Management Co 0.01% Add +19.3% 1,623 $241K
Fifth Third Wealth Advisors LLC 0.01% Add +4.6% 1,620 $241K
Charter Research & Investment Group, Inc. 0.18% No change 1,610 $239K
GWN Securities Inc. 0.01% New 1,594 $237K
Carnegie Investment Counsel 0.01% No change 1,780 $236K
Wedmont Private Capital 0.01% Reduce -0.6% 1,755 $235K
Fulton Bank, N.A. 0.01% Reduce -15.4% 1,560 $232K
Jones Financial Companies LLLP 0.00% Add +43.5% 1,591 $231K
Advisory Alpha, LLC 0.01% New 1,553 $231K
Sheets Smith Wealth Management 0.03% No change 1,541 $229K
Sigma Planning Corp 0.01% Add +0.5% 1,509 $224K
LVW Advisors, LLC 0.03% Reduce -5.7% 1,502 $223K
Gilman Hill Asset Management, LLC 0.04% No change 1,492 $222K
Ramirez Asset Management, Inc. 0.05% No change 1,483 $220K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 1,481 $220K
Stiles Financial Services Inc 0.08% No change 1,481 $220K
Hutchens & Kramer Investment Management Group, LLC 0.12% New 1,462 $217K
Farther Finance Advisors, LLC 0.01% Add +24.3% 1,464 $216K
First Manhattan Co. Llc. 0.00% Reduce -3.1% 1,457 $216K
Curtis Advisory Group, LLC 0.06% Reduce -6.3% 1,455 $216K
Berry Wealth Group, LP 0.17% New 1,451 $215K
HM Payson & Co. 0.00% Reduce -9.6% 1,419 $211K
Stephens Inc. 0.00% Reduce -9.9% 1,414 $210K
First Western Trust Bank 0.01% No change 1,410 $209K
Headlands Technologies LLC 0.02% New 1,406 $209K
Waverly Advisors, LLC 0.00% New 1,404 $208K
Compound Planning, Inc. 0.01% New 1,401 $208K
Shell Asset Management Co. 0.01% Reduce -7.7% 1,397 $207K
Diversify Advisory Services, LLC 0.01% New 1,463 $207K
Marco Investment Management LLC 0.02% No change 1,390 $206K
Callan Family Office, LLC 0.02% New 1,385 $206K
Graypoint LLC 0.01% Reduce -3.2% 1,385 $206K
Tempus Wealth Planning, LLC 0.06% Reduce -63.0% 1,372 $204K
World Investment Advisors 0.01% Reduce -12.8% 1,360 $202K
Astoria Portfolio Advisors LLC. 0.07% New 1,427 $202K
Supplemental Annuity Collective Trust of NJ 0.06% No change 1,350 $200K
Leonteq Securities AG 0.01% Add +2976.7% 1,323 $197K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -6.7% 1,298 $193K
Fiduciary Wealth Partners, LLC 0.17% — 1,296 $192K
Bartlett & Co. Wealth Management LLC 0.00% Add +0.1% 1,177 $175K
Signaturefd, LLC 0.00% Add +11.8% 1,168 $173K
Smartleaf Asset Management LLC 0.02% Add +56.5% 1,189 $173K
Brooklyn Investment Group 0.04% Reduce -0.1% 1,131 $168K
Lazard Asset Management LLC 0.00% Reduce -43.4% 1,137 $167K
CI Investments Inc. 0.00% Reduce -5.7% 1,104 $164K
Spire Wealth Management 0.01% Add +3.8% 1,103 $164K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 1,100 $163K
Virtus Investment Advisers, LLC 0.04% New 1,020 $151K
CVA Family Office, LLC 0.02% Add +5.4% 1,014 $151K
Parallel Advisors, LLC 0.00% Reduce -11.2% 971 $144K
TCTC Holdings, LLC 0.01% No change 954 $142K
Bellevue Asset Management, LLC 0.08% Add +0.1% 941 $140K
Exchange Traded Concepts, LLC 0.00% Add +8.5% 934 $139K
Arax Advisory Partners 0.01% Reduce -5.0% 910 $135K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.05% Add +23.0% 910 $135K
CoreCap Advisors, LLC 0.01% Reduce -5.5% 909 $135K
Salem Investment Counselors Inc. 0.00% Reduce -1.6% 896 $133K
Covestor Ltd 0.09% Reduce -5.2% 872 $129K
HHM Wealth Advisors, LLC 0.02% No change 861 $128K
CX Institutional 0.00% New 857 $127K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -0.2% 844 $125K
Blue Trust, Inc. 0.00% Add +1.8% 839 $125K
SVB Wealth LLC 0.01% New 825 $123K
Parvin Asset Management, LLC 0.13% Add +87.7% 781 $116K
Y.D. More Investments Ltd 0.01% New 753 $112K
UMB Bank, n.a. 0.00% Reduce -10.7% 742 $110K
DiNuzzo Private Wealth, Inc. 0.01% No change 715 $106K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +10.3% 706 $105K
EverSource Wealth Advisors, LLC 0.01% Reduce -20.4% 689 $102K
ESL Trust Services, LLC 0.02% No change 671 $100K
Cromwell Holdings LLC 0.06% Add +1.8% 663 $98K
MassMutual Private Wealth & Trust, FSB 0.00% Add +42.2% 660 $98K
Sherman Asset Management, Inc. 0.09% No change 626 $93K
CENTRAL TRUST Co 0.00% Reduce -31.6% 618 $92K
Lindbrook Capital, LLC 0.01% Add +17.4% 614 $91K
Brown Brothers Harriman & Co. 0.00% Reduce -0.5% 606 $90K
Parkside Financial Bank & Trust 0.01% Add +4.9% 602 $89K
Alpine Bank Wealth Management 0.01% — 582 $86K
Generali Asset Management SPA SGR 0.00% No change 561 $83K
Global X Japan Co., Ltd. 0.01% Add +24.8% 558 $83K
Muzinich & Co., Inc. 0.05% No change 548 $81K
Avalon Trust Co 0.01% New 532 $79K
Wayfinding Financial, LLC 0.03% New 513 $76K
Beacon Capital Management, LLC 0.01% No change 503 $75K
Cornerstone Advisors, LLC 0.00% No change 500 $74K
Manchester Capital Management LLC 0.01% Add +9.0% 448 $67K
Armstrong Advisory Group, Inc. 0.01% No change 418 $63K
American National Bank & Trust 0.01% No change 400 $59K
Mechanics Financial Corp 0.03% No change 389 $58K
True Wealth Design, LLC 0.02% Add +511.9% 361 $54K
Asset Planning,Inc 0.04% No change 350 $52K
Zions Bancorporation, National Association 0.00% — 336 $50K
Quent Capital, LLC 0.01% No change 327 $49K
Continuum Advisory, LLC 0.01% Add +0.6% 313 $46K
Hexagon Capital Partners LLC 0.01% Reduce -0.3% 312 $46K
Tobam 0.02% Reduce -67.8% 308 $46K
Smithfield Trust Co 0.00% Reduce -12.5% 309 $46K
Rothschild Investment LLC 0.00% Add +7.3% 308 $46K
Logan Capital Management Inc. 0.00% No change 302 $45K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Add +11.9% 291 $43K
Bruce G. Allen Investments, LLC 0.03% Reduce -5.2% 257 $38K
Davis Capital Management 0.03% No change 245 $36K
Hemington Wealth Management 0.01% Reduce -4.3% 247 $36K
Hantz Financial Services, Inc. 0.00% Reduce -23.4% 236 $35K
Dynamic Wealth Strategies, LLC 0.02% New 196 $29K
Centerpoint Advisors, LLC 0.01% Add +1.1% 181 $27K
NFSG Corp 0.01% Reduce -13.0% 180 $27K
Creekmur Asset Management LLC 0.01% No change 164 $24K
Capital Advisors, Ltd. LLC 0.00% Reduce -5.3% 162 $24K
Golden State Wealth Management, LLC 0.00% Reduce -3.0% 159 $24K
Lanark Financial, Inc. 0.00% — 160 $23K
Park Square Financial Group, LLC 0.02% No change 150 $22K
Versant Capital Management, Inc 0.00% Add +24.0% 150 $22K
DT Investment Partners, LLC 0.00% No change 142 $21K
Private Wealth Management Group, LLC 0.01% Add +0.7% 139 $21K
Bank of New Hampshire 0.01% No change 138 $20K
Caldwell Trust Co 0.00% No change 134 $20K
Rise Advisors, LLC 0.01% Reduce -7.3% 128 $19K
Richards, Merrill & Peterson, Inc. 0.01% No change 125 $19K
Private Trust Co. NA 0.00% Add +13.6% 125 $19K
Sunbelt Securities, Inc. 0.00% Add +0.8% 119 $18K
Creative Financial Designs Inc. 0.00% Add +1.7% 118 $18K
Wiser Advisor Group LLC 0.03% Add +1.8% 116 $17K
Kestra Investment Management, LLC 0.00% Reduce -69.8% 109 $16K
GW&K Investment Management, LLC 0.00% Add +3.8% 110 $16K
Twin Tree Management, LP 0.00% New 104 $15K
Harbour Investments, Inc. 0.00% Reduce -39.3% 102 $15K
GPS Wealth Strategies Group, LLC 0.00% No change 100 $15K
Heritage Wealth Advisors 0.00% No change 100 $15K
TD Private Client Wealth LLC 0.00% Reduce -52.1% 100 $15K
Plato Investment Management Ltd 0.00% Reduce -76.4% 94 $14K
SouthState Bank Corp 0.00% New 92 $14K
NewSquare Capital LLC 0.00% Add +1050.0% 92 $14K
Missouri Trust & Investment Co 0.00% No change 90 $13K
MV Capital Management, Inc. 0.00% No change 88 $13K
Carolinas Wealth Consulting LLC 0.00% Reduce -9.3% 88 $13K
Saudi Central Bank 0.07% New 83 $12K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 83 $12K
Meeder Asset Management Inc. 0.00% Reduce -31.9% 77 $11K
Tsfg, LLC 0.00% No change 75 $11K
Elevation Wealth Partners, LLC 0.00% No change 65 $10K
Bell Investment Advisors, Inc 0.00% No change 65 $10K
Washington Trust Advisors, Inc. 0.00% No change 65 $10K
LRI Investments, LLC 0.00% No change 64 $10K
Fortitude Family Office, LLC 0.00% Reduce -14.3% 60 $9K
Gould Capital, LLC 0.01% No change 55 $8K
Trust Co. of Vermont 0.00% Add +111.5% 55 $8K
AdvisorNet Financial, Inc 0.00% Add +1666.7% 53 $8K
Plante Moran Financial Advisors, LLC 0.00% No change 51 $8K
Byrne Asset Management LLC 0.01% No change 50 $7K
Evolution Advisers, Inc. 0.00% No change 50 $7K
Marshall & Sterling Wealth Advisors Inc. 0.00% New 47 $7K
Sound Income Strategies, LLC 0.00% Add +360.0% 46 $7K
MJT & Associates Financial Advisory Group, Inc. 0.01% — 41 $6K
Red Tortoise LLC 0.00% No change 39 $6K
Financial Management Professionals, Inc. 0.00% Reduce -2.5% 39 $6K
Bogart Wealth, LLC 0.00% Add +20.0% 36 $5K
Glen Eagle Advisors, LLC 0.00% Reduce -49.3% 34 $5K
Avion Wealth 0.00% No change 39 $5K
Sierra Ocean, LLC 0.00% Add +28.0% 32 $5K
Key Financial Inc 0.00% No change 31 $5K
Mowery & Schoenfeld Wealth Management, LLC 0.01% Reduce -11.8% 30 $4K
Wolff Wiese Magana LLC 0.00% No change 27 $4K
Legacy Wealth Managment, LLC 0.00% No change 25 $4K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 25 $4K
First Pacific Financial 0.00% New 25 $4K
Dunhill Financial, LLC 0.00% Reduce -21.9% 25 $4K
Gold Investment Management Ltd. 0.00% No change 24 $4K
Indiana Trust & Investment Management Co 0.00% No change 22 $3K
West Branch Capital LLC 0.00% New 22 $3K
Darwin Wealth Management, LLC 0.00% No change 21 $3K
Loomis Sayles & Co. L P 0.00% New 20 $3K
Abound Wealth Management 0.00% Reduce -25.9% 20 $3K
Sachetta, LLC 0.00% Reduce -28.6% 20 $3K
St Germain D J Co. Inc. 0.00% New 20 $3K
TD Waterhouse Canada Inc. 0.00% Reduce -23.1% 20 $3K
Cornerstone Planning Group LLC 0.00% Add +122.2% 20 $3K
Investors Research Corp 0.00% No change 19 $3K
Harbor Investment Advisory, LLC 0.00% No change 19 $3K
Raffa Wealth Management, LLC 0.00% No change 18 $3K
Motco 0.00% New 18 $3K
WealthTrak Capital Management LLC 0.00% Add +112.5% 17 $3K
Independence Bank of Kentucky 0.00% No change 17 $3K
Whipplewood Advisors, LLC 0.00% Add +50.0% 24 $2K
Activest Wealth Management 0.00% Add +0.0% 16 $2K
TFC Financial Management, Inc. 0.00% Add +36.4% 15 $2K
Iron Horse Wealth Management, LLC 0.00% No change 15 $2K
Hughes Financial Services, LLC 0.00% New 15 $2K
Highline Wealth Partners LLC 0.00% Add +0.0% 14 $2K
First Horizon Advisors, Inc. 0.00% No change 14 $2K
Synergy Investment Management, LLC 0.00% No change 13 $2K
Hollencrest Capital Management 0.00% No change 13 $2K
North Capital, Inc. 0.00% — 11 $2K
Clark Wealth Partners 0.00% Add +22.2% 11 $2K
Greenline Partners, LLC 0.00% New 11 $2K
Dogwood Wealth Management LLC 0.00% New 10 $1K
Private Wealth Asset Management, LLC 0.00% — 10 $1K
New Millennium Group LLC 0.00% New 9 $1K
Strengthening Families & Communities, LLC 0.00% No change 9 $1K
Bare Financial Services, Inc 0.00% New 9 $1K
Aspect Partners, LLC 0.00% No change 8 $1K
Salomon & Ludwin, LLC 0.00% No change 8 $1K
BOK Financial Private Wealth, Inc. 0.00% No change 7 $1K
Ameriflex Group, Inc. 0.00% No change 6 $891
CBIZ Investment Advisory Services, LLC 0.00% New 6 $891
Chesapeake Asset Management LLC 0.00% New 5 $742
ORG Partners LLC 0.00% New 5 $739
American Capital Advisory, LLC 0.00% New 4 $594
Brown, Lisle/Cummings, Inc. 0.00% New 4 $594
Nvwm, LLC 0.00% Add +33.3% 4 $594
Colonial Trust Co / SC 0.00% Reduce -73.3% 4 $594
N.E.W. Advisory Services LLC 0.00% New 4 $594
Winnacle Wealth LLC 0.00% Add +50.0% 3 $434
Principia Wealth Advisory, LLC 0.00% Reduce -57.1% 3 $407
Bokf, NA 0.00% Reduce -66.7% 2 $297
Quest 10 Wealth Builders, Inc. 0.00% New 2 $273
Redwood Park Advisors LLC 0.00% No change 1 $149
Retirement Wealth Solutions LLC 0.00% No change 1 $147
Ogorek Anthony Joseph /NY/ 0.00% New 3 $0

"% of holder's portfolio" is EXR's weight in each manager's 13F, not the share of Extra Space Storage Inc. the manager owns.