Extra Space Ownership
| EXR Stock | USD 143.80 2.07 1.42% |
Shares in Circulation | First Issued 2003-06-30 | Previous Quarter 220.3 M | Current Value 211.7 M | Avarage Shares Outstanding 107.6 M | Quarterly Volatility 49.4 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
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Extra Stock Ownership Analysis
About 93.0% of the company shares are held by institutions such as insurance companies. The book value of Extra Space was currently reported as 65.79. The company last dividend was issued on the 14th of March 2025. Extra Space Storage Inc., headquartered in Salt Lake City, Utah, is a self-administered and self-managed REIT and a member of the SP 500. The Company is the second largest owner andor operator of self-storage stores in the United States and is the largest self-storage management company in the United States. Extra Space operates under REITIndustrial classification in the United States and is traded on New York Stock Exchange. It employs 4309 people. To learn more about Extra Space Storage call Joseph JD at 801 365 4600 or check out https://www.extraspace.com.Besides selling stocks to institutional investors, Extra Space also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Extra Space's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Extra Space's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Extra Space Quarterly Liabilities And Stockholders Equity |
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Extra Space Insider Trades History
Only 1.0% of Extra Space Storage are currently held by insiders. Unlike Extra Space's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Extra Space's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Extra Space's insider trades
Extra Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Extra Space is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Extra Space Storage backward and forwards among themselves. Extra Space's institutional investor refers to the entity that pools money to purchase Extra Space's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Northern Trust Corp | 2024-12-31 | 2.9 M | Amvescap Plc. | 2024-12-31 | 2.6 M | Apg Investments Us Inc | 2024-12-31 | 2.5 M | Charles Schwab Investment Management Inc | 2024-12-31 | 2.4 M | Centersquare Investment Management Llc | 2024-12-31 | 2.4 M | Diamond Hill Capital Management Inc | 2024-12-31 | 2.2 M | Ubs Asset Mgmt Americas Inc | 2024-12-31 | 2.1 M | Daiwa Securities Group Inc | 2024-12-31 | 2.1 M | Legal & General Group Plc | 2024-12-31 | 2.1 M | Vanguard Group Inc | 2024-12-31 | 33.7 M | Blackrock Inc | 2024-12-31 | 22.6 M |
Extra Space Storage Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Extra Space insiders, such as employees or executives, is commonly permitted as long as it does not rely on Extra Space's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Extra Space insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Extra Space's latest congressional trading
Congressional trading in companies like Extra Space Storage, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Extra Space by those in governmental positions are based on the same information available to the general public.
| 2024-11-11 | Representative Ro Khanna | Acquired Under $15K | Verify | ||
| 2024-05-14 | Senator Tommy Tuberville | Acquired Under $15K | Verify | ||
| 2022-11-10 | Senator Tommy Tuberville | Acquired Under $15K | Verify |
Extra Space Outstanding Bonds
Extra Space issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Extra Space Storage uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Extra bonds can be classified according to their maturity, which is the date when Extra Space Storage has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| MPLX LP 4875 Corp BondUS55336VAJ98 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| EXR 39 01 APR 29 Corp BondUS30225VAH06 | View | |
| EXR 255 01 JUN 31 Corp BondUS30225VAF40 | View | |
| EXR 235 15 MAR 32 Corp BondUS30225VAG23 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Extra Space Corporate Filings
8K | 19th of March 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 14th of March 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
| 11th of March 2025 Other Reports | ViewVerify | |
| 7th of March 2025 Other Reports | ViewVerify |
Pair Trading with Extra Space
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Extra Space position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Extra Space will appreciate offsetting losses from the drop in the long position's value.Moving together with Extra Stock
The ability to find closely correlated positions to Extra Space could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Extra Space when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Extra Space - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Extra Space Storage to buy it.
The correlation of Extra Space is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Extra Space moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Extra Space Storage moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Extra Space can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Additional Tools for Extra Stock Analysis
When running Extra Space's price analysis, check to measure Extra Space's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Extra Space is operating at the current time. Most of Extra Space's value examination focuses on studying past and present price action to predict the probability of Extra Space's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Extra Space's price. Additionally, you may evaluate how the addition of Extra Space to your portfolios can decrease your overall portfolio volatility.