Welcome to our dedicated page for Extra Space Storage SEC filings (Ticker: EXR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Extra Space Storage Inc. filings document the disclosure record of a Maryland REIT whose common stock trades on the New York Stock Exchange under EXR. The company reports results for its self-storage portfolio through Form 8-K earnings releases, including GAAP results, FFO, Core FFO, same-store revenues, operating expenses and net operating income.
Regulatory filings also cover proxy governance, director and executive compensation matters, officer appointments and capital-structure disclosures. Recent material-event reports describe agreements and obligations at Extra Space Storage LP, including credit facilities, public senior note offerings, indenture supplements and guarantees by the company and affiliated guarantors.
Cohen & Steers group reports a significant ownership stake in Extra Space Storage Inc. common stock. The filing states that the group beneficially owns 13,090,223 shares of Extra Space Storage Inc., representing 6.20% of the outstanding common stock.
The group has sole voting power over 10,474,859 shares and sole dispositive power over 13,090,223 shares, with no shared voting or shared dispositive power reported. The shares are held through investment advisory subsidiaries, including Cohen & Steers Capital Management, Inc., Cohen & Steers UK Limited, Cohen & Steers Asia Limited, and Cohen & Steers Ireland Limited, for the benefit of their respective account holders, who are entitled to receive dividends and sale proceeds on their holdings.
Extra Space Storage Inc. CEO Joseph D. Margolis reported two bona fide gift transactions in common stock on August 4, 2026: a gift disposition of 13,503 indirectly held shares and a gift acquisition of 13,503 shares held through a revocable trust.
After these entries, he reports indirect holdings of 83,757 shares through Cove Hollow Lane I, LLC, 79,998 shares through J Margolis & K Margolis TTEE, and 9,190 shares through Cove Hollow Lane II, LLC, plus 40,840 shares held directly, with beneficial ownership of the LLC-held shares disclaimed except for any pecuniary interest.
Extra Space Storage Inc. reported Q2 2026 total revenues of $874,152 (amounts in thousands), a 3.9% increase from Q2 2025, driven by higher property rental income and more stores from recent acquisitions. Net income attributable to common stockholders was $263,471 with diluted EPS of $1.25, up from $249,731 and $1.18.
For the first six months of 2026, revenues were $1,730,179 and net income attributable to common stockholders was $504,448 (EPS $2.39). Operating cash flow reached $1,076,266, supporting term debt of $12,250,886 and revolving lines and commercial paper of $1,617,000, with 78.5% of total debt at fixed rates and a combined weighted average interest rate of 4.3%. Cash and restricted cash totaled $699,918. The company held interests in 2,446 operating stores and managed another 1,964, for 4,410 total stores across 42 states and Washington, D.C., serving approximately 2,580,000 tenants.
Extra Space Storage Inc. reported solid 2026 second-quarter results, with net income attributable to common stockholders of $1.25 per diluted share, a 5.9% increase from a year earlier. FFO was $2.07 per diluted share and Core FFO was $2.15, up 4.9%. Same-store revenue rose 2.4% and same-store operating expenses declined 0.5%, driving a 3.5% increase in same-store NOI; ending same-store occupancy was 94.2%. For the first half of 2026, diluted EPS was $2.39, down 2.5% due to a prior-year gain on real estate sales, while Core FFO per share increased 3.5% to $4.19.
The company continued to expand, purchasing 18 operating stores and a joint-venture buyout for $103.2 million year-to-date, completing one developed store with a total cost of about $15.1 million, and originating $146.1 million in mortgage and mezzanine bridge loans. As of June 30, 2026, it managed 2,373 stores for itself, joint ventures and third parties, and had approximately $1.5 billion of bridge loans outstanding. The balance sheet showed total assets of $29.66 billion, a combined weighted average debt interest rate of 4.3%, and an effective fixed-rate debt mix of 88.4%. The company priced $550.0 million of 4.90% unsecured senior notes due 2032, maintained $800.0 million of remaining ATM equity capacity, and retained $349.0 million of share repurchase authorization. A quarterly dividend of $1.62 per share was paid on June 30, 2026.
Management raised 2026 Core FFO guidance to a range of $8.25–$8.40 per diluted share from $8.05–$8.35, reflecting expectations for same-store revenue growth of 1.0–2.0%, same-store expense growth of 1.0–2.0%, and same-store NOI growth of 0.5–2.5% across a 1,870-store pool. The outlook also assumes net tenant reinsurance income of $294–296 million, management fees and other income of $139–140 million, interest income of $153–154 million (including bridge loans), acquisitions of about $300 million, average retained bridge loan balances of $1.475 billion, interest expense of $595–598 million, and a weighted average diluted share count of 221 million.
Extra Space Storage LP, a subsidiary of Extra Space Storage Inc., completed an underwritten public offering of $550,000,000 aggregate principal amount of its 4.900% senior notes due February 1, 2032.
The notes are senior unsecured obligations, fully and unconditionally guaranteed by Extra Space Storage Inc. and two affiliated business trusts. They were issued under an existing indenture and a sixteenth supplemental indenture that add restrictive covenants, including limits on additional indebtedness and a requirement to maintain a pool of unencumbered assets. The notes priced at 99.702% of principal, bear 4.900% annual interest, and pay interest semiannually on February 1 and August 1, beginning February 1, 2027. The notes were sold off an effective shelf registration statement using a base prospectus and a June 24, 2026 prospectus supplement.
Extra Space Storage Inc. executive vice president and chief investment officer Zachary T. Dickens had 164 shares of common stock withheld by the company to cover tax liabilities from vested restricted stock awards. This was a tax-withholding disposition, not an open-market sale. After the transaction, he directly holds 33,712 shares of Extra Space Storage common stock.
Extra Space Storage Inc. President William N. Springer reported a small, routine tax-related share disposition. The company withheld 138 shares of common stock at $147.29 per share to cover taxes on vested restricted stock awards. After this withholding, Springer directly owns 27,794 shares of Extra Space Storage common stock.
Extra Space Storage Inc. Executive VP and CFO Norman Jeffrey Jay reported a routine tax-withholding event. On July 1, 2026, the company withheld 735 shares of common stock at $147.29 per share to cover taxes from vested restricted stock awards, leaving him with 15,818 directly owned shares. The footnote explains these restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date.
Extra Space Storage LP, the operating partnership of Extra Space Storage Inc., is issuing $550 million of 4.900% senior notes due 2032 in an underwritten public offering. The notes were priced at 99.702% of principal and will mature on February 1, 2032, with full and unconditional guarantees from Extra Space and certain subsidiaries.
The company plans to use the net proceeds mainly to repay borrowings under its lines of credit and commercial paper program, and for other general corporate and working capital purposes, including potential acquisitions. The offering is expected to close on or about July 6, 2026, subject to customary closing conditions, under an effective shelf registration statement.
Extra Space Storage is offering $550,000,000 aggregate principal amount of 4.900% Senior Notes due 2032, issued by Extra Space Storage LP and fully guaranteed by Extra Space Storage Inc. Interest is payable semi-annually on February 1 and August 1, and the notes mature on February 1, 2032.
The notes are senior unsecured obligations of the operating partnership, will be effectively subordinated to secured indebtedness and structurally subordinated to liabilities of subsidiaries, and will not be listed on any exchange. Net proceeds are intended to repay lines of credit and commercial paper and for general corporate purposes.