EXR Extra Space Storage, Inc.
XNYS
161.74
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
EXR
$161.74
—
What changed
Recent filings, trades and movesKey stats
$161.74
- 52-Week Range
- $125.71 – $163.18
- YTD
- +23.49%
- IV Rank (30D)
- 47.29
- Straddle Price
- $11.10
- P/C Vol Ratio
- 2.44
- Market Cap
- $33.2B
- Open
- $160.67
- Day Range
- $159.88 – $162.40
- Volume
- 909,289
- Prev Close
- $159.19
Fair Value
MODEL: SHORT
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.90% |
| Beta vs SPY | 0.89 |
| Cost of Equity (CAPM) | 9.35% (VRP-adj) |
| WACC | 8.52% |
| Volatility Risk Premium | +24.1pp (IV − HV30) |
| Effective Tax Rate | 4.1% |
| Rev. Growth (YoY, DCF input) | +3.8% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.04 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $1.5B |
| Return on Equity (TTM) | 8.1% |
| Book / Price | 39.3% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 73.0% |
| FCF Margin (TTM) | 42.7% |
| Debt / Equity | 0.97 |
| Quality Score | 3/6 — normal (10y DCF) |
| Market-Implied Growth | +13.4% (reverse-DCF on current price) |
| SMA 50 | $139.89 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $145.57 |
| Bollinger Width / SMA20 | 24.1% (drives anchor stability) |
| Net Debt | $13.3B |
| Market Cap | $35B |
Peers used for multiples: DLR, PLD, PSA, VTR, WELL
(filtered from 8 ETF-co-members; sector bias active)
60-Day Conviction
71%
20-Day Fair Value
≈ by Dec 8, 2026
$160.82
α -0.5%
rank 45%
conviction
36%
40-Day Fair Value
≈ by Jan 6, 2027
$159.14
α -1.5%
rank 45%
conviction
54%
60-Day Fair Value
≈ by Feb 4, 2027
$156.54
α -3.2%
rank 45%
conviction
71%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $63.62 | 22% | |
| DDM (Gordon) | $150.69 | 18% | |
| Peer P/E | $384.74 | 7% | median 74.6× · 5 peers |
| Peer EV/EBITDA | $210.08 | 7% | median 24.4× · 5 peers |
| Peer P/B | $186.39 | 7% | median 3.0× · 5 peers |
| Peer P/S | $207.30 | 7% | median 12.6× · 5 peers |
| Market Anchor (SMA50) | $139.89 | 13% | stability 30% (BB-width) |
| Options Expected (B-L 30d) | $160.73 | 21% | 19 strikes · skew -1.11 |
As of 2026-11-09 · updated
Related
About
- Industry (SIC)
- REAL ESTATE INVESTMENT TRUSTS (6798) · industry map
- Exchange
- XNYS
- Market Cap
- $33.2B
- Employees
- 8,393
- List Date
- 2004-08-12
- CIK
- 0001289490
- Last Earnings
- Oct 27 after close · +0.1% vs ±5.5% expected
- Headquarters
- Salt Lake City, UT
- Homepage
- http://www.extraspace.com
Extra Space Storage is a fully integrated real estate investment trust that owns, operates, and manages more than 4,400 self-storage properties in 42 states, with over 340 million net rentable square feet of storage space. Of these properties, approximately one half is wholly owned, while some facilities are owned through joint ventures and others are owned by third parties and managed by Extra Space Storage in exchange for a management fee.
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 3.17% | -9.60% | 9.38% | -12.14% | 4.20% | 5.34% | 0.06% |
| Feb | 7.79% | -4.76% | 3.92% | -3.49% | -0.12% | 11.71% | 2.51% |
| Mar | 7.08% | 7.43% | -0.45% | 2.54% | -3.57% | -14.10% | -0.18% |
| Apr | 9.77% | -9.34% | -1.60% | -8.49% | -0.89% | 8.18% | -0.40% |
| May | 2.88% | -2.60% | -5.33% | 4.38% | 1.94% | 1.61% | 0.48% |
| Jun | 7.77% | -4.77% | 3.83% | 7.22% | -3.63% | 3.55% | 2.33% |
| Jul | 5.60% | 8.68% | -7.21% | 5.07% | -10.72% | 0.37% | 0.30% |
| Aug | 6.63% | 5.14% | -6.46% | 10.72% | 3.07% | -5.76% | 2.22% |
| Sep | -11.48% | -14.05% | -5.63% | 2.32% | 0.06% | -6.14% | -5.82% |
| Oct | 16.83% | 2.21% | -13.15% | -8.40% | -5.38% | 13.71% | 0.97% |
| Nov | 1.48% | -9.67% | 25.98% | 6.10% | 1.50% | 3.57%* | 4.83% |
| Dec | 13.63% | -8.04% | 19.32% | -11.86% | -1.30% | -- | 2.35% |
| Total | 94.61% | -35.14% | 17.04% | -9.20% | -14.71% | 20.30% | 12.15% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $146.94
SMA 50: $140.26
SMA 200: $142.74
Current: $161.62
EMA 12: $153.71
EMA 26: $147.52
MACD: 6.1944 | Signal: 1.7432
BULLISH
ADX (14): 50.26
STRONG TREND
+DI: 42.71
−DI: 8.81
Momentum Oscillators
RSI (14): 80.39
OVERBOUGHT
Stoch %K: 88.37
Stoch %D: 90.26
Williams %R: -6.48
Volume & Volatility
BB Upper: $164.97
BB Lower: $128.92
NEUTRAL
OBV: 13,338,795
Vol SMA 20: 1,335,695
Vol ROC: -12.27%
ATR: $3.44
True Range: $3.21
HV 20: 22.5%
HV 30: 21.5%
HV 60: 20.7%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-11-08T00:00:00 – 2026-11-06T00:00:00
AI Analysis
Written before EXR’s Oct 27 earnings report, so it doesn’t reflect the results.
Here is the comprehensive stock analysis report for EXR:
Executive Summary
Overall Assessment: NEUTRAL with confidence level (6/10)
Key Drivers: Diverging technical signals, low volatility, and positive news sentiment
Primary Risks: Bearish MACD signal, RSI neutral, and potential breakdown below SMA 50
Investment Thesis: EXR presents a mixed picture, with both bullish and bearish signals. The stock's low volatility and positive news sentiment support the thesis that it is likely to continue trading within its current range.
Recent News Sentiment Impact: Positive news headlines from recent dividend announcements have contributed to the stock's stability, but the lack of significant price moves suggests a neutral market response.
Technical Analysis
Trend Direction:
- Short-term (1-4 weeks): NEUTRAL
- Medium-term (1-3 months): UPTREND
- Long-term (3-12 months): UPTREND
Support/Resistance Levels: SMA 20 ($140.87), SMA 50 ($144.93)
Momentum Signals:
- RSI (14) is neutral at 42.94, indicating no strong buy or sell signal.
- MACD signal is bearish with a histogram value of -2.30.
- Bollinger Bands are neutral with the price trading within the middle band.
Volume Analysis: Volume SMA 20 is trending downward (-0.92% in the last 20 days), indicating a lack of institutional interest and momentum.
News & Sentiment Analysis
Recent Headlines Summary:
- Positive news headline about dividend announcements.
- Neutral news article discussing CubeSmart stock's performance. 3-5. More positive news headlines about dividend announcements.
Sentiment Assessment: POSITIVE with an overall sentiment score of 65%.
Catalyst Identification: Upcoming dividend payments and potential earnings announcements in the next quarter.
Market Narrative: The market is neutral, with no significant price moves or changes in the stock's trend. News sentiment is positive, but technical signals are mixed.
Risk & Volatility Assessment
Beta Interpretation: EXR has a low beta of 0.35 compared to SPY, indicating it is less volatile than the overall market.
Volatility Regime: The current volatility level is relatively low, with a historical volatility of HV20 at 16.4% and HV30 at 16.0%.
Options Market Signals:
- IV rank is low at 0.3%, indicating historically low volatility.
- Current IV is 39.1%, suggesting options market pricing a $6.47 move by expiration.
Market Context & Positioning
Sector Performance: Real Estate sector has been trending upward, with a relative strength of +15% compared to the overall market.
Institutional Activity: Volume patterns suggest a lack of institutional interest and momentum.
Correlation Analysis: EXR's price movements are highly correlated (R-squared = 0.95) with the broader Real Estate sector.
Relative Valuation: The stock is trading within its historical range, with no significant deviations from its mean price.
Key Levels & Action Items
Critical Price Levels:
- Support at SMA 20 ($140.87)
- Resistance at SMA 50 ($144.93)
Breakout/Breakdown Levels: A breakout above SMA 50 could signal a resumption of the uptrend, while a breakdown below SMA 20 could indicate a more significant correction.
Time-Sensitive Catalysts: Upcoming dividend payments and potential earnings announcements in the next quarter.
Risk Management: Consider setting stop-loss levels at $135.00 (below SMA 200) to manage downside risk.
I hope this analysis meets your requirements!
Generated
News
All EXR news →
Self-storage recovery accelerates with occupancy gains and margin expansion across markets.
Earnings History
18 of 24 under expected move
Avg Expected Move
6.02%
Avg Actual Move
3.99%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-02-22 | After-Close | 5.89% | 4.77% | 0.81x | Within |
| 2021-04-28 | After-Close | 5.53% | 0.16% | 0.03x | Within |
| 2021-07-27 | After-Close | 4.86% | 0.45% | 0.09x | Within |
| 2021-10-27 | After-Close | 4.93% | 5.30% | 1.08x | Exceeded |
| 2022-02-23 | After-Close | 7.72% | 1.68% | 0.22x | Within |
| 2022-05-03 | After-Close | 7.01% | 6.82% | 0.97x | Within |
| 2022-08-02 | After-Close | 5.13% | 3.93% | 0.77x | Within |
| 2022-11-01 | After-Close | 5.77% | 10.92% | 1.89x | Exceeded |
| 2023-02-22 | After-Close | 6.16% | 2.81% | 0.46x | Within |
| 2023-05-02 | After-Close | 5.73% | 2.61% | 0.46x | Within |
| 2023-08-03 | After-Close | 5.99% | 9.86% | 1.65x | Exceeded |
| 2023-11-07 | After-Close | 5.92% | 10.57% | 1.79x | Exceeded |
| 2024-02-27 | After-Close | 6.78% | 1.38% | 0.20x | Within |
| 2024-04-30 | After-Close | 7.30% | 3.29% | 0.45x | Within |
| 2024-07-30 | After-Close | 6.99% | 2.13% | 0.30x | Within |
| 2024-10-29 | After-Close | 6.82% | 0.53% | 0.08x | Within |
| 2025-02-25 | After-Close | 6.42% | 4.57% | 0.71x | Within |
| 2025-04-29 | After-Close | 6.26% | 3.60% | 0.58x | Within |
| 2025-07-30 | After-Close | 4.84% | 10.03% | 2.07x | Exceeded |
| 2025-10-29 | After-Close | 6.79% | 4.91% | 0.72x | Within |
| 2026-02-19 | After-Close | 3.95% | 4.56% | 1.15x | Exceeded |
| 2026-04-28 | After-Close | 5.74% | 0.35% | 0.06x | Within |
| 2026-07-28 | After-Close | 6.55% | 0.42% | 0.06x | Within |
| 2026-10-27 | After-Close | 5.52% | 0.14% | 0.03x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
EXR Options Activity & IV Rank
EXR IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 25.2%
7-DTE IV: 25.8%
Expected Move: $11.10
7-DTE Move: $6.12
Days to Exp: 39 (2026-12-18)
Options Flow · All expiries
Call Volume: 264
Put Volume: 644
P/C Volume: 2.439
BEARISH
Call OI: 3,727
Put OI: 4,283
P/C OI: 1.149
Total OI: 8,010
ATM Options Pricing
ATM Call: $6.00
ATM Put: $5.10
Call %: 3.7%
Put %: 3.2%
Chain Summary
Chain Volume: 908
Chain OI: 8,010
Last Updated: 11/9/2026
Spread Scanner
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Calendars: the long leg is valued at the short leg’s expiration (Black-Scholes at its current IV) across the range of prices the short leg’s IV implies, giving the best-case profit (R/R = that over the debit) and P(profit).
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Scanning bull put, bear call, iron condor and calendar spreads…
Dealer Positioning
HIGH γ vs HISTORY
Estimated net dealer gamma is at the 94th percentile of this name's own daily history, near the high end of its range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
94%
vs own history
GEX tilt
+0.82
OI-weighted, today
Vanna tilt
-0.54
δ-sensitivity to IV
Charm tilt
+0.55
δ-decay vs time
Vanna tilt -0.54: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt +0.55: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 22 ATM contracts, 3k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
No data
30 DTE / 10d
—
—
pts
EXTREME
No data
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Loading the implied volatility surface…
Volatility Smile
Loading the implied volatility smile…
IV Rank (7 DTE)17.8LowNov 9
IV Rank (30 DTE)47.3MediumNov 9
Straddle Price (30 DTE)$11.10Nov 9
Beta Analysis
Risk Metrics
Beta: 0.2997
Alpha: 18.24%
Correlation: 0.1807
R-Squared: 3.3%
Stock Volatility: 22.8%
Market Volatility: 13.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own EXR
4 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Citadel Hedge fund Ken Griffin | $230.1M | #160 of 6285 | +43.6% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $205.6M | #136 of 3716 | new | 13F | |
| Point72 Hedge fund Steve Cohen | $91.6M | #188 of 1945 | new | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $1.6M | #1471 of 4729 | -0.6% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
EXR Institutional Ownership (13F)
Filings for 2026-06-30 · 370 already for 2026-09-30
? 13F Guide
Diluted shares outstanding: 215,703,834 (as of 2026-09-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
12 filers$72.50M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Jane Street Group, LLC Custodian | $22.01M | 30.36% | 2026-06-30 |
| 2 | Susquehanna International Group, LLP Custodian | $12.58M | 17.36% | 2026-06-30 |
| 3 | Twin Tree Management, LP | $9.47M | 13.07% | 2026-06-30 |
| 4 | J. Goldman & Co LP | $7.99M | 11.02% | 2026-06-30 |
| 5 | IMC-Chicago, LLC Custodian | $7.10M | 9.79% | 2026-09-30 |
| 6 | Caption Management, LLC | $6.18M | 8.52% | 2026-06-30 |
| 7 | Citadel Advisors LLC Custodian | $4.16M | 5.73% | 2026-06-30 |
| 8 | Walleye Trading LLC | $1.57M | 2.16% | 2026-06-30 |
| 9 | Capula Management Ltd | $639.32K | 0.88% | 2026-06-30 |
| 10 | Millennium Management LLC Custodian | $435.90K | 0.60% | 2026-06-30 |
| 11 | Tidal Investments LLC | $232.48K | 0.32% | 2026-06-30 |
| 12 | Simplex Trading, LLC Custodian | $131.51K | 0.18% | 2026-09-30 |
12 filers$47.65M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $14.76M | 30.98% | 2026-06-30 |
| 2 | J. Goldman & Co LP | $7.26M | 15.25% | 2026-06-30 |
| 3 | Caption Management, LLC | $6.18M | 12.96% | 2026-06-30 |
| 4 | IMC-Chicago, LLC Custodian | $5.27M | 11.07% | 2026-09-30 |
| 5 | Citadel Advisors LLC Custodian | $5.11M | 10.73% | 2026-06-30 |
| 6 | Twin Tree Management, LP | $3.92M | 8.23% | 2026-06-30 |
| 7 | UBS Group AG Custodian | $3.63M | 7.62% | 2026-06-30 |
| 8 | Jane Street Group, LLC Custodian | $610.26K | 1.28% | 2026-06-30 |
| 9 | TORONTO DOMINION BANK | $435.90K | 0.91% | 2026-06-30 |
| 10 | Simplex Trading, LLC Custodian | $236.72K | 0.50% | 2026-09-30 |
| 11 | Walleye Trading LLC | $188.89K | 0.40% | 2026-06-30 |
| 12 | Capula Management Ltd | $29.06K | 0.06% | 2026-06-30 |
EXR Insider Trading (Form 4)
Latest: 2026-11-05Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-11-05 | Samrat Sondhi | Executive VP and CDO | Sell (S) | −5,000 | $161.84 | -$809.2K | EDGAR |
| 2026-08-05 | Joseph D Margolis | Chief Executive Officer | Gift (G) | — | — | EDGAR | |
| 2026-07-02 | Jeffrey Jay Norman | Executive VP and CFO | Tax (F) | −735 | $147.29 | -$108.3K | EDGAR |
| 2026-07-02 | William N Springer | President | Tax (F) | −138 | $147.29 | -$20.3K | EDGAR |
| 2026-07-02 | Zachary T Dickens | EVP, Chief Investment Officer | Tax (F) | −164 | $147.29 | -$24.2K | EDGAR |
| 2026-06-12 | Gwyn Goodson McNeal | EVP/Chief Legal Officer | Sell (S) | −3,300 | $150.00 | -$495.0K | EDGAR |
| 2026-05-18 | Gary L Crittenden | Director | Award (A) | +1,407 | $142.19 | $200.1K | EDGAR |
| 2026-05-18 | Mark G Barberio | Director | Award (A) | +1,407 | $142.19 | $200.1K | EDGAR |
| 2026-05-18 | Joseph Saffire | Director | Award (A) | +1,407 | $142.19 | $200.1K | EDGAR |
| 2026-05-18 | Julia Vander Ploeg | Director | Award (A) | +1,407 | $142.19 | $200.1K | EDGAR |
| 2026-05-18 | Joseph J Bonner | Director | Award (A) | +1,407 | $142.19 | $200.1K | EDGAR |
| 2026-05-18 | Sue Harnett | Director | Award (A) | +1,407 | $142.19 | $200.1K | EDGAR |
| 2026-05-18 | Crystal Call Maggelet | Director | Award (A) | +1,407 | $142.19 | $200.1K | EDGAR |
| 2026-05-18 | Raymond J Pittman | Director | Award (A) | +1,407 | $142.19 | $200.1K | EDGAR |
| 2026-05-18 | Kenneth M. Woolley | Director | Award (A) | +1,407 | $142.19 | $200.1K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
EXR Insider Holdings
20 insiders · @ $161.62
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Kenneth M. Woolley | Director | 705,232 | $113.98M | -$88.42M | 62 | 2026-05-18 |
| 2 | P Scott Stubbs | Executive VP and CFO | 165,383 | $26.73M | -$11.46M | 67 | 2025-03-04 |
| 3 | Spencer Kirk | Director | 145,391 | $23.50M | -$272.45M | 82 | 2025-12-04 |
| 4 | Joseph D Margolis | Chief Executive Officer | 120,838 | $19.53M | -$21.90M | 67 | 2026-08-05 |
| 5 | Samrat Sondhi | Executive VP and CDO | 104,244 | $16.85M | -$6.76M | 35 | 2026-11-05 |
| 6 | Joseph Saffire | Director | 46,527 | $7.52M | -$7.39M | 7 | 2026-05-18 |
| 7 | Gwyn Goodson McNeal | EVP/Chief Legal Officer | 37,374 | $6.04M | -$4.41M | 38 | 2026-06-12 |
| 8 | Zachary T Dickens | EVP, Chief Investment Officer | 33,712 | $5.45M | -$12.2K | 25 | 2026-07-02 |
| 9 | William N Springer | President | 27,794 | $4.49M | -$642.8K | 29 | 2026-07-02 |
| 10 | Matthew T Herrington | EVP & COO | 24,784 | $4.01M | -$333.5K | 21 | 2026-03-03 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
EXR Board & Officers
As of SEC filings through Nov 5, 2026Directors 12
- Kenneth M. Woolley · on file since 2006
- Spencer Kirk · on file since May 2006
- Diane Olmstead · since Jan 1, 2014
- Joseph J Bonner · since May 22, 2019
- Gary L Crittenden · since Feb 12, 2020
- Julia Vander Ploeg · since Nov 11, 2020
- Joseph D Margolis · listed since Apr 2022
- Joseph Saffire · since Jul 20, 2023
- Mark G Barberio · since Jul 20, 2023
- Sue Harnett · since Jul 20, 2023
- Crystal Call Maggelet · since May 14, 2026
- Raymond J Pittman · since May 14, 2026
Officers 8
- Joseph D Margolis · Chief Executive Officer · listed since Feb 2017
- William N Springer · President · listed since Mar 2026
- Jeffrey Jay Norman · Executive VP and CFO · since Jul 1, 2025
- Matthew T Herrington · EVP & COO · since Jun 1, 2020
- Gwyn Goodson McNeal · EVP/Chief Legal Officer · listed since Feb 2015
- Zachary T Dickens · EVP, Chief Investment Officer · listed since Feb 2021
- Grace Kunde · CAO · listed since Jan 2025
- Samrat Sondhi · Executive VP and CDO · listed since Feb 2025
Changes in the last 10 years (28)
| May 14, 2026 | Raymond J Pittman became a director |
| May 14, 2026 | Crystal Call Maggelet became a director |
| Mar 3, 2026 | William N Springer listed as President (previously EVP, Chief S & P Officer) in SEC filings |
| Jul 1, 2025 | Jeffrey Jay Norman became Executive VP and CFO |
| May 19, 2025 | The company announced the departure of P Scott Stubbs as Executive VP and CFO in an SEC filing |
| Feb 19, 2025 | Samrat Sondhi listed as Executive VP and CDO (previously Executive VP and CMO) in SEC filings |
| Jan 6, 2025 | Grace Kunde listed as CAO (previously SVP Accounting and Finance) in SEC filings |
| Jul 20, 2023 | Sue Harnett became a director |
| Jul 20, 2023 | Mark G Barberio became a director |
| Jul 20, 2023 | Joseph Saffire became a director |
| May 24, 2023 | Jennifer Blouin became a director |
| Sep 15, 2022 | Jefferson Scott Shreve became a director |
| Apr 5, 2022 | Joseph D Margolis first listed as a director in an SEC filing |
| Feb 18, 2021 | Zachary T Dickens listed as EVP, Chief Investment Officer (previously EVP, Investments) in SEC filings |
| Feb 18, 2021 | William N Springer listed as EVP, Chief S & P Officer (previously EVP, Assets & 3rd Party Mgmt) in SEC filings |
| Feb 18, 2021 | Samrat Sondhi listed as Executive VP and CMO (previously Executive VP and COO) in SEC filings |
| Nov 13, 2020 | Ashley Dreier reported in an SEC filing no longer being a director |
| Nov 11, 2020 | Julia Vander Ploeg became a director |
| Jun 1, 2020 | Matthew T Herrington became EVP & COO |
| Feb 12, 2020 | Zachary T Dickens became EVP, Investments |
| Feb 12, 2020 | William N Springer became EVP, Assets & 3rd Party Mgmt |
| Feb 12, 2020 | Gary L Crittenden became a director |
| May 22, 2019 | Joseph J Bonner became a director |
| Nov 7, 2018 | Kenneth M. Woolley no longer listed as Executive Chairman in SEC filings |
| May 23, 2018 | K Fred Skousen reported in an SEC filing no longer being a director |
| May 23, 2018 | Ashley Dreier became a director |
| Feb 16, 2017 | Joseph D Margolis listed as Chief Executive Officer (previously Executive VP and CIO) in SEC filings |
| Jan 3, 2017 | Spencer Kirk no longer listed as Chief Executive Officer in SEC filings |
Not reported recently (6)
- Roger B Porter · Last reported as a director in an SEC filing dated May 26, 2023
- Jefferson Scott Shreve · Last reported as a director in an SEC filing dated May 26, 2023
- Jennifer Blouin · Last reported as a director in an SEC filing dated May 26, 2023
- Dennis J Letham · Last reported as a director in an SEC filing dated May 27, 2022
- James Overturf · Last reported as EVP/Chief Marketing Officer in an SEC filing dated Jun 18, 2020
- Karl Haas · Last reported as a director in an SEC filing dated Dec 8, 2016
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
EXR Proposed Insider Sales (Form 144)
Latest: 2026-11-05
? Form 144 Guide
Last 30d:
1 filing
· $809K notice value
· Last 90d:
1 filing
· $809K notice value
· 1 unique filer
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
SAMRAT SONDHI (1, $809K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-11-05 | SAMRAT SONDHI | Officer | 5,000 | $809.2K | 2026-11-05 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-06-11 | GWYN G MCNEAL | Officer | 3,300 | $495.0K | 2026-06-11 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2026-03-13 | JOSEPH DANIEL MARGOLIS TRUST | Director, Officer | 7,500 | $1.05M | 2026-03-13 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2025-12-08 | Spencer Kirk on behalf of Kirk Humanitarian | Director | 62,000 | $7.97M | 2025-12-09 | Raymond James | — | EDGAR |
| 2025-10-01 | JOSEPH DANIEL MARGOLIS TRUST | Director, Officer | 7,500 | $1.06M | 2025-10-01 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2025-07-01 | JOSEPH DANIEL MARGOLIS REV TRUST U/T/A DTD 05/24/2013 | Director, Officer | 7,500 | $1.11M | 2025-07-01 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2025-04-01 | COVE HOLLOW LANE II LCC | Director, Officer | 7,500 | $1.11M | 2025-04-01 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2025-03-13 | Bonner Joseph J | Director | 672 | $100.2K | 2025-03-13 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2025-02-28 | William N Springer | Officer | 1,220 | $186.2K | 2025-02-28 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-01-02 | COVE HOLLOW LANE II | Director, Officer | 7,500 | $1.12M | 2025-01-02 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-10-30
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Event | Link |
|---|---|---|
| 2026-10-27 | Earnings results | EDGAR |
| 2026-08-24 | Director or officer change · Regulation FD disclosure | EDGAR |
| 2026-07-28 | Earnings results | EDGAR |
| 2026-07-06 | Material agreement · New debt obligation | EDGAR |
| 2026-06-25 | Other events | EDGAR |
| 2026-05-15 | Shareholder vote results | EDGAR |
| 2026-04-28 | Earnings results | EDGAR |
| 2026-02-19 | Earnings results | EDGAR |
| 2026-01-05 | Director or officer change · Regulation FD disclosure | EDGAR |
| 2025-10-29 | Earnings results | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-20 | 0001289490-26-000011 | EDGAR |
| 2025-02-28 | 0001628280-25-009060 | EDGAR |
| 2024-02-29 | 0001628280-24-008044 | EDGAR |
| 2023-02-28 | 0001628280-23-005628 | EDGAR |
| 2022-02-28 | 0001628280-22-004274 | EDGAR |
| 2021-02-26 | 0001628280-21-003458 | EDGAR |
| 2020-02-25 | 0001628280-20-002202 | EDGAR |
| 2019-02-26 | 0001628280-19-001968 | EDGAR |
| 2018-03-01 | 0001628280-18-002649 | EDGAR |
| 2017-02-27 | 0001628280-17-001815 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-10-30 | 0001289490-26-000065 | EDGAR |
| 2026-07-31 | 0001289490-26-000053 | EDGAR |
| 2026-05-01 | 0001289490-26-000037 | EDGAR |
| 2025-10-31 | 0001289490-25-000024 | EDGAR |
| 2025-08-01 | 0001289490-25-000011 | EDGAR |
| 2025-05-02 | 0001628280-25-021878 | EDGAR |
| 2024-11-04 | 0001628280-24-045038 | EDGAR |
| 2024-08-02 | 0001628280-24-034445 | EDGAR |
| 2024-05-03 | 0001628280-24-020317 | EDGAR |
| 2023-11-09 | 0001628280-23-038325 | EDGAR |
ETF Holders
249 ETFs hold EXR
25 shown · $6.73B total exposure · 0.11% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VNQ Vanguard Real Estate ETF | Vanguard | 1.58% | $1.1B | — | 2026-09-30 |
| 2 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.04% | $880.4M | — | 2026-09-30 |
| 3 | VOO Vanguard S&P 500 ETF | Vanguard | 0.04% | $729.8M | — | 2026-09-30 |
| 4 | VO Vanguard Morningstar Mid-Cap ETF | Vanguard | 0.28% | $594.9M | — | 2026-09-30 |
| 5 | IVV iShares Core S&P 500 ETF | iShares (BlackRock) | 0.05% | $452.1M | $852.9B | 2026-11-06 |
| 6 | SPY State Street® SPDR® S&P 500® ETF Trust | SPDR (State Street) | 0.05% | $415.9M | $777.7B | 2026-11-05 |
| 7 | XLRE State Street® Real Estate Select Sector SPDR® ETF | SPDR (State Street) | 3.69% | $310.7M | $8.4B | 2026-11-05 |
| 8 | VTV Vanguard Morningstar Value ETF | Vanguard | 0.11% | $264.7M | — | 2026-09-30 |
| 9 | RSP Invesco S&P 500 Equal Weight ETF | Invesco | 0.23% | $237.5M | — | 2026-11-05 |
| 10 | SCHH Schwab U.S. REIT ETF | Nport | 2.10% | $234.7M | — | 2026-08-31 |
| 11 | DFAR Dimensional US Real Estate ETF | Dimensional | 2.62% | $225.6M | — | 2026-11-05 |
| 12 | VOT Vanguard Morningstar Mid-Cap Growth ETF | Vanguard | 0.66% | $218.1M | — | 2026-09-30 |
| 13 | IWR iShares Russell Mid-Cap ETF | iShares (BlackRock) | 0.25% | $142.7M | $56.9B | 2026-11-06 |
| 14 | USRT iShares Core U.S. REIT ETF | iShares (BlackRock) | 2.86% | $120.9M | $4.2B | 2026-11-06 |
| 15 | SPYD State Street® SPDR® Portfolio S&P 500® High Dividend ETF | SPDR (State Street) | 1.41% | $109.5M | $7.8B | 2026-11-05 |
| 16 | IYR iShares U.S. Real Estate ETF | iShares (BlackRock) | 2.54% | $100.1M | $4.0B | 2026-11-06 |
| 17 | SPYM State Street® SPDR® Portfolio S&P 500® ETF | SPDR (State Street) | 0.05% | $94.9M | $177.9B | 2026-11-05 |
| 18 | REET iShares Global REIT ETF | iShares (BlackRock) | 1.86% | $90.4M | $4.9B | 2026-11-06 |
| 19 | SPHD Invesco S&P 500 High Dividend Low Volatility ETF | Invesco | 2.22% | $77.0M | — | 2026-11-05 |
| 20 | IWD iShares Russell 1000 Value ETF | iShares (BlackRock) | 0.09% | $73.5M | $82.9B | 2026-11-06 |
| 21 | ICF iShares Select U.S. REIT ETF | iShares (BlackRock) | 3.47% | $70.4M | $2.0B | 2026-11-06 |
| 22 | DFGR Dimensional Global Real Estate ETF | Dimensional | 1.72% | $68.7M | $4.0B | 2026-11-05 |
| 23 | RWR State Street® SPDR® Dow Jones® REIT ETF | SPDR (State Street) | 3.27% | $61.3M | $1.9B | 2026-11-05 |
| 24 | IVE iShares S&P 500 Value ETF | iShares (BlackRock) | 0.11% | $56.5M | $50.4B | 2026-11-06 |
| 25 | IWS iShares Russell Mid-Cap Value ETF | iShares (BlackRock) | 0.33% | $48.0M | $14.8B | 2026-11-06 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
32.51
TTM Diluted EPS
$4.97
TTM Revenue
$3.48B
TTM Net Income
$1.04B
TTM Op. Cash Flow
$1.91B
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q3 '26 | 2026-09-30 | $889.79M | $247.30M | $1.17 | $467.13M |
| Q2 '26 | 2026-06-30 | $874.15M | $263.00M | $1.25 | $586.41M |
| Q1 '26 | 2026-03-31 | $856.03M | $240.98M | $1.14 | $489.86M |
| Q4 '25 | 2025-12-31 | $857.47M | $285.66M | $1.36 | $367.80M |
| Q3 '25 | 2025-09-30 | $858.46M | $165.57M | $0.78 | $457.13M |
| Q2 '25 | 2025-06-30 | $841.62M | $249.28M | $1.18 | $543.86M |
| Q1 '25 | 2025-03-31 | $820.00M | $270.88M | $1.28 | $481.40M |
| Q4 '24 | 2024-12-31 | $821.90M | $260.99M | $1.24 | $408.28M |
| Q3 '24 | 2024-09-30 | $824.80M | $193.21M | $0.91 | $468.35M |
| Q2 '24 | 2024-06-30 | $810.66M | $185.87M | $0.88 | $545.24M |
| Q1 '24 | 2024-03-31 | $799.54M | $213.11M | $1.01 | $465.56M |
| Q4 '23 | 2023-12-31 | $797.77M | $214.90M | $0.96 | $433.19M |
Q3 2026 • period ending 2026-09-30 • filed 2026-10-30
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
32.51
P/B
2.50
P/S
10.24
EV/EBITDA
21.78
EV/Sales
14.00
ROE
6.8%
ROA
3.2%
Div Yield
4.09%
FCF Yield
5.39%
Debt/Equity
0.97
Current Ratio
—
Market Cap
$35.29B
as of 2026-11-09
EXR vs Peers
Related companies, largest first| Company | Market cap | P/E | Revenue growth | YTD | IV rank |
|---|---|---|---|---|---|
| WELL Welltower Inc. | $179.7B | 106.6 | +40.5% | +31.7% | 45 |
| PLD PROLOGIS, INC. | $120.7B | 29.0 | +7.2% | +1.1% | 48 |
| EQIX Equinix, Inc. Common Stock REIT | $100.2B | 63.9 | +11.1% | +39.3% | 38 |
| AMT American Tower Corporation | $87.6B | 26.8 | +5.3% | +8.6% | 40 |
| SPG Simon Property Group, Inc. | $73.7B | 16.5 | +14.9% | +27.0% | 41 |
| DLR Digital Realty Trust, Inc. | $65.9B | 75.3 | +20.0% | +16.6% | 84 |
| PSA Public Storage | $63.1B | 35.7 | +5.2% | +31.9% | 47 |
| VTR Ventas, Inc. | $46.9B | 168.6 | +22.4% | +15.6% | 79 |
| EXR Extra Space Storage, Inc. | $33.2B | 32.5 | +4.1% | +23.4% | 47 |
| Peer median | $80.6B | 49.8 | +13.0% | +21.8% | 46 |
P/E uses the latest reported trailing-12-month diluted EPS; "—" means no positive earnings or no data.
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
5.37M
SI % of Float
2.68%
Days to Cover
3.70
Short Vol Ratio
35.5%
Free Float
200.03M
Float %
94.7%
Short interest 2026-10-15 • Short volume 2026-11-06 • Float 2026-09-23