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EXR

EXTRA SPACE STORAGE INC.

At today's price, EXTRA SPACE STORAGE INC. (EXR) is priced for +5.5% FFO growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.

Live priced in
+5.5% FFO growth
Priced In
within-range

Key Takeaways

• Extra Space Storage is the largest self-storage REIT, combining owned facilities with a large third-party management platform and a tenant-reinsurance arm, where ⟦"A wholly-owned, consolidated subsidiary fully reinsures such policies and thereby assumes all risk of losses"⟧ on tenant insurance. • The single most decisive metric is same-store revenue growth, which reaccelerated to 1.7% in the first quarter from 0.4% the prior quarter [Source: Q1 2026 results, April 2026]; that trajectory, more

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Institutional ownership

738 institutional managers reported holding EXR in 13F filings for the quarter ended 2026-03-31. Together they hold about 90% of the company; the top 10 hold 54%. 83 opened new positions that quarter. Held by Vanguard Group, BlackRock, Cohen & Steers, among others. On the short side, 5.0M shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (4.6 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

EXR's share count grew 57.7% over the past five years even with $214.00M spent on repurchases. It pays a dividend, and has paid one every year in our records (17 and counting); the current rate is $6.48 a share annually. Cash returned over the past three years: $3.70B in dividends and $150.99M in repurchases.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

Open-market insider buys at EXR over the trailing three years: 2023: 1 buy totaling $496k. 18 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

EXR's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-08-10-8.2%-7.5%
2023-11-10+12.0%+27.9%
2024-03-01-0.7%-1.0%
2024-05-04+1.0%+8.8%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

EXR's latest 8-K filings: 2026-07-06 (items 1.01, 2.03, 9.01); 2026-06-25 (items 8.01, 9.01); 2026-05-15 (items 5.07); 2026-04-28 (items 2.02, 9.01); 2026-02-19 (items 2.02, 9.01).

Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.

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Last analyzed: June 27, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.