EXR Extra Space Storage (EXR) Insider Trading, Ownership & Congress Trades
Real Estate · Real estate investment trusts · CIK 0001289490
Congress · 1
Insider buyers, 180 days
0
Funds added, last quarter
391
13F, latest reported quarter
What the filings say about EXR
Insiders, 180 days
-$495.0K net sold
1 seller · 0% of sales under a 10b5-1 plan
Congress, 1 year
1 bought · 1 sold
Latest: purchase, 2026-02-12
Extra Space Storage insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, Extra Space Storage Inc. insiders sold a net $495.0K of stock across 50 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-27.
Insider
Filed
Shares
Value
Since filing
Context
- 7 earlier Form 4 trades (code P or S) here by this insider (7 sales), the last on Aug 23, 2024.
- The trade is 8.8% of the 37,374 shares held after it.
- No other insider sold within 30 days.
- 391 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP/Chief Legal Officer McNeal Gwyn Goodson sold about $495.0K of EXR on Jun 11, 2026; 391 funds added in the latest 13F quarter.Context
- 12 earlier Form 4 trades (code P or S) here by this insider (1 buy, 11 sales), the last on Oct 1, 2025.
- The trade is 11.3% of the 66,495 shares held after it.
- No other insider sold within 30 days.
- 391 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Executive Officer Margolis Joseph D sold about $1.1M of EXR on Mar 13, 2026; 391 funds added in the latest 13F quarter.Context
- 11 earlier Form 4 trades (code P or S) here by this insider (1 buy, 10 sales), the last on Jul 1, 2025.
- The trade is 38.0% of the 19,760 shares held after it.
- No other insider sold within 30 days.
- 391 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Executive Officer Margolis Joseph D sold about $1.1M of EXR on Oct 1, 2025; 391 funds added in the latest 13F quarter.Context
- 10 earlier Form 4 trades (code P or S) here by this insider (1 buy, 9 sales), the last on Apr 1, 2025.
- The trade is 27.5% of the 27,260 shares held after it.
- No other insider sold within 30 days.
- 391 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Executive Officer Margolis Joseph D sold about $1.1M of EXR on Jul 1, 2025; 391 funds added in the latest 13F quarter.Context
- 9 earlier Form 4 trades (code P or S) here by this insider (1 buy, 8 sales), the last on Jan 2, 2025.
- The trade is 81.6% of the 9,190 shares held after it.
- 1 other insider sold within 30 days.
- 391 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Executive Officer Margolis Joseph D sold about $1.1M of EXR on Apr 1, 2025; 1 other insider sold within 30 days and 391 funds added in the latest 13F quarter.50 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$495.0K over 180 days
below 66% of Real Estate
Congress
1 member bought in the last year
the lowest in Real Estate
Funds
391 funds bought in last quarter
more than 91% of Real Estate
Revenue
+7.1% year over year
more than 62% of Real Estate
Margin
752.3% net margin
more than 95% of Real Estate
Buybacks
$1.4M repurchased, FY to 2026-06-30
below 80% of Real Estate
Short interest
2.6% of the float short (float per yahoo 2026-10-26) · 3.4 days to cover · settled 2026-09-30
below 64% of Real Estate
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch EXR
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-2.4%12M
Insider sell
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns EXR: institutional holders (13F)
13F holdings, latest reported quarter
22,947,440 sh
$3.3B
18,616,459 sh
$2.7B
13,807,439 sh
$2.0B
13,558,465 sh
$2.0B
9,300,678 sh
$1.4B
Congress trades in EXR
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Bought 2026-02-12 · disclosed 28 days later
$1,001 - $15,000
Sold 2025-11-03 · disclosed 71 days later
$1,001 - $15,000
Sold 2025-02-25 · disclosed 30 days later
$1,001 - $15,000
Bought 2025-02-07 · disclosed 340 days later
$1,001 - $15,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
EXR planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
EXR mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Pacer Industrial Real Estate ETF
$17.0M position · as of 2026-07-31
14.4%
iShares Residential and Multisector Real Estate ETF
$47.9M position · as of 2026-06-30
5.5%
SA Fidelity Institutional AM Real Estate Portfolio
$12.8M position · as of 2026-07-31
5.1%
Real Estate Portfolio
$17.3M position · as of 2026-06-30
5.0%
Fidelity Real Estate Equity Central Fund
$51.1M position · as of 2026-06-30
4.9%
Nuveen Short-Term REIT ETF
$1.7M position · as of 2026-06-30
4.8%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Joseph D. Margolis
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$14.2M
$6.2M
$3.7M
+36%
+38%
2024
$12.7M
$8.1M
$3.8M
+49%
+34%
2023
$12.3M
$13.3M
$3.6M
+54%
+23%
2022
$11.6M
$821.7K
$2.9M
+35%
+8%
2021
$7.3M
$30.3M
$1.8M
+101%
+43%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows a net $495.0K sold by insiders over 180 days, 391 funds added last quarter, 1 House member(s) bought in 12 months, disclosed weeks after the trade. Each figure is a federal filing, dated the day it went public.
EXR financials
Revenue growth
+7.1%
XBRL, annual
Net margin
752.3%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$3.4B
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM EXR
| FY Dec 2025 | $3.4B |
| FY Dec 2024 | $3.3B |
| FY Dec 2023 | $2.6B |
| FY Dec 2022 | $1.9B |
| FY Dec 2021 | $1.6B |
| Jun 2026 | $874.2M |
| Mar 2026 | $856.0M |
| Dec 2025 | $857.5M |
| Sep 2025 | $858.5M |
| Jun 2025 | $841.6M |
| Mar 2025 | $820.0M |
| Dec 2024 | $821.9M |
| Sep 2024 | $824.8M |
At each fiscal year end
Single quarter
Net margin, TTM
+27.8%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM EXR
| FY Dec 2025 | +28.8% |
| FY Dec 2024 | +26.2% |
| FY Dec 2023 | +31.4% |
| FY Dec 2022 | +44.7% |
| FY Dec 2021 | +52.5% |
| Jun 2026 | +30.1% |
| Mar 2026 | +28.2% |
| Dec 2025 | +33.5% |
| Sep 2025 | +19.3% |
| Jun 2025 | +29.7% |
| Mar 2025 | +33.0% |
| Dec 2024 | +31.9% |
| Sep 2024 | +23.4% |
At each fiscal year end
Single quarter
Free cash flow, TTM
n/a
capex not filed for the four quarters
Free cash flow, TTM EXR
| FY Dec 2025 | n/a |
| FY Dec 2024 | $1.4B |
| FY Dec 2023 | $1.3B |
| FY Dec 2022 | $44.9M |
| FY Dec 2021 | n/a |
| Jun 2026 | $499.6M |
| Mar 2026 | $477.5M |
| Dec 2025 | $116.8M |
| Sep 2025 | $444.2M |
| Jun 2025 | $382.1M |
| Mar 2025 | $364.3M |
| Dec 2024 | $150.2M |
| Sep 2024 | $310.1M |
At each fiscal year end
Single quarter
Debt to equity
0.04x
long-term debt only, 2018-09-30 (94 months older than the period end); equity 2026-06-30
Debt to equity EXR
| FY Dec 2025 | 0.04x |
| FY Dec 2024 | 0.04x |
| FY Dec 2023 | 0.04x |
| FY Dec 2022 | 0.17x |
| FY Dec 2021 | 0.18x |
| Jun 2026 | 0.04x |
| Mar 2026 | 0.04x |
| Dec 2025 | 0.04x |
| Sep 2025 | 0.04x |
| Jun 2025 | 0.04x |
| Mar 2025 | 0.04x |
| Dec 2024 | 0.04x |
| Sep 2024 | 0.04x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
3.39x
TTM operating cash flow over long-term debt only, 2018-09-30 (94 months older than the period end)
Cash flow to debt EXR
| FY Dec 2025 | 3.30x |
| FY Dec 2024 | 3.37x |
| FY Dec 2023 | 2.50x |
| FY Dec 2022 | 2.21x |
| FY Dec 2021 | 1.70x |
| Jun 2026 | 3.39x |
| Mar 2026 | 3.32x |
| Dec 2025 | 3.30x |
| Sep 2025 | 3.37x |
| Jun 2025 | 3.39x |
| Mar 2025 | 3.39x |
| Dec 2024 | 3.37x |
| Sep 2024 | 3.29x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+7.1%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity EXR
| FY Dec 2025 | +7.1% |
| FY Dec 2024 | +6.0% |
| FY Dec 2023 | +9.1% |
| FY Dec 2022 | +27.0% |
| FY Dec 2021 | +29.2% |
| Jun 2026 | +7.1% |
| Mar 2026 | +6.9% |
| Dec 2025 | +7.1% |
| Sep 2025 | +6.9% |
| Jun 2025 | +7.0% |
| Mar 2025 | +6.5% |
| Dec 2024 | +6.0% |
| Sep 2024 | +5.7% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+3.2%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets EXR
| FY Dec 2025 | +3.4% |
| FY Dec 2024 | +3.0% |
| FY Dec 2023 | +4.1% |
| FY Dec 2022 | +7.6% |
| FY Dec 2021 | +8.3% |
| Jun 2026 | +3.2% |
| Mar 2026 | +3.3% |
| Dec 2025 | +3.4% |
| Sep 2025 | +3.3% |
| Jun 2025 | +3.4% |
| Mar 2025 | +3.2% |
| Dec 2024 | +3.0% |
| Sep 2024 | +2.9% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+9.8%
operating income after a 4.7% effective tax rate, over long-term debt only, 2018-09-30 (94 months older than the period end) plus average of 2025-06-30 and 2026-06-30 minus cash
Return on invested capital EXR
| FY Dec 2025 | +9.6% |
| FY Dec 2024 | +8.7% |
| FY Dec 2023 | +12.3% |
| FY Dec 2022 | +28.0% |
| FY Dec 2021 | +28.9% |
| Jun 2026 | +9.8% |
| Mar 2026 | +9.4% |
| Dec 2025 | +9.6% |
| Sep 2025 | +9.6% |
| Jun 2025 | +9.6% |
| Mar 2025 | +9.1% |
| Dec 2024 | +8.7% |
| Sep 2024 | +8.4% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
n/a
assets or current liabilities not filed
Return on capital employed EXR
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
31.66x
close 2026-10-23 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing EXR
| FY Dec 2025 | 28.31x |
| FY Dec 2024 | 37.03x |
| FY Dec 2023 | 32.85x |
| FY Dec 2022 | 22.96x |
| FY Dec 2021 | 36.69x |
| Jun 2026 | 32.08x |
| Mar 2026 | 29.40x |
| Dec 2025 | 28.31x |
| Sep 2025 | 31.46x |
| Jun 2025 | 31.98x |
| Mar 2025 | 34.45x |
| Dec 2024 | 37.03x |
| Sep 2024 | 47.92x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$30.2B
market value at close 2026-10-23 on 2026-07-24 shares, plus long-term debt only, 2018-09-30 (94 months older than the period end), minus cash 2026-06-30
Enterprise value EXR
| FY Dec 2025 | $28.1B |
| FY Dec 2024 | $32.1B |
| FY Dec 2023 | $34.3B |
| FY Dec 2022 | $20.2B |
| FY Dec 2021 | $30.8B |
| Jun 2026 | $30.6B |
| Mar 2026 | $28.1B |
| Dec 2025 | $28.1B |
| Sep 2025 | $30.4B |
| Jun 2025 | $31.7B |
| Mar 2025 | $31.9B |
| Dec 2024 | $32.1B |
| Sep 2024 | $38.7B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
n/a
capex not filed for the four quarters
FCF yield EXR
| FY Dec 2025 | n/a |
| FY Dec 2024 | +4.4% |
| FY Dec 2023 | +3.7% |
| FY Dec 2022 | +0.2% |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | +4.5% |
| Jun 2025 | +3.9% |
| Mar 2025 | +4.3% |
| Dec 2024 | +4.4% |
| Sep 2024 | +4.1% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing EPS growth -2%, PEG needs growth
PEG, trailing EXR
| FY Dec 2025 | 2.04x |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | 6.17x |
| FY Dec 2021 | 0.55x |
| Jun 2026 | n/a |
| Mar 2026 | 8.45x |
| Dec 2025 | 2.04x |
| Sep 2025 | 1.64x |
| Jun 2025 | 1.52x |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-23. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $3.4B | $3.3B | $2.6B | $1.9B |
| Operating income | $1.4B | $1.3B | $1.2B | $1.1B |
| Net income | $974.0M | $854.7M | $803.2M | $860.7M |
| EPS (diluted) | 4.59 | 4.03 | 4.74 | 6.41 |
| Operating cash flow | $1.9B | $1.9B | $1.4B | $1.2B |
| Cash | $138.9M | $138.2M | $99.1M | $92.9M |
| Buybacks | $149.5M | $0 | $0 | $63.0M |
| Dividends paid | $1.4B | $1.4B | $1.0B | $805.3M |
SEC XBRL, fiscal years, as known on 2026-10-27
EXR Stock Sonar score 6/7 axes
Find similar shapesCompareEXR ranks highest on financial health (95th percentile) and profitability (69th), and lowest on insider conviction (16th), among Real Estate peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
EXR filings, in plain words
Are Extra Space Storage insiders buying or selling EXR?
In the 180 days to 2026-10-27, Extra Space Storage insiders were net sellers, a net $495.0K across purchases and sales reported on Form 4, by 1 seller.
Have members of Congress traded EXR?
Yes. In the year to 2026-10-27, 1 House member disclosed buying EXR and 1 House member disclosed selling it; the latest on record is a purchase by Julia Letlow dated 2026-02-12.
Read the full summary
In the 180 days to 2026-10-27, Extra Space Storage insiders were net sellers of EXR, a net $495.0K across purchases and sales reported on Form 4 by 1 seller. In the year to 2026-10-27, 1 member of Congress disclosed buying EXR and 1 member disclosed selling it; the latest on record is a purchase by Julia Letlow dated 2026-02-12. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.
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