EXR Extra Space StoragecompanySEC Filings & Insider Trading Activity 2026
Latest Extra Space Storage (EXR) SEC EDGAR filings in 2026, including the most recent 10-K annual report filed on February 20, 2026, a 10-Q quarterly report filed on May 1, 2026, an 8-K current report filed on July 28, 2026. SignalX aggregates every new 10-K annual report, 10-Q quarterly report, 8-K current report, and Form 4 insider transaction for Extra Space Storage (EXR) (SEC CIK 1289490), with AI-powered section-by-section summaries updated daily.
Latest 2026 SEC Filing Dates
AI 10-K Annual Report AnalysisLatest 10-K (2025-12-31)
Risk Factors
- • Tenant reinsurance business regulatory risk: potential suspension or fines from broad discretion of state/federal insurance regulators
- • Macroeconomic exposure: rising interest rates and housing market downturns reducing demand for rental space in operated markets
- • IT and cybersecurity vulnerability: risk of ransomware, AI-enabled cyberattacks, and data breaches impacting operations and incurring material remediation costs
- • Competitive threat: increased self-storage facility developments intensify local competition, pressuring occupancy and rental rates
- • REIT qualification risk: failure to qualify triggers corporate tax, $50,000+ penalties, and impairs dividends and capital raising
Business Overview
- • Fully integrated self-administered REIT owning/managing 4,281 self-storage stores totaling 330.4 million square feet as of Dec 31, 2025
- • Emphasis on growth of management services: 1,856 third-party managed stores expanding footprint and low capital requirement
- • Bridge lending program balance $1.5B, enhancing management business and future acquisition pipeline
- • Tenant reinsurance segment fully reinsures tenant insurance risks, adding a recurring premium revenue stream
- • Strategic investment in preferred stock of other self-storage companies for dividends and acquisition opportunities
Management Discussion & Analysis
- • Revenue $3,378M, up 3.7% YoY; property rental revenue $2,895M (+3.3% YoY), tenant reinsurance $353M (+6.0% YoY), management fees $129M (+7.1% YoY)
- • Operating expenses $1,889M (+1.8% YoY); net income $974M vs $855M; Funds from Operations (FFO) $1,753M vs $1,677M; same-store NOI $1,885M (-1.7%)
- • Best segment: property rental revenue $2,895M (+$91.9M); worst: loss on real estate assets $76.3M vs $25.9M (loss increased by $50.4M)
- • Operating cash flow $1,850M (flat YoY); investing cash flow $(814)M improved from $(1,647)M; financing cash flow $(1,036)M vs $(202)M, includes $149.5M stock repurchase and $1,374M dividends paid
- • Management expects positive cash flow from operations; focus on maintaining REIT qualification; risks include market competition, occupancy fluctuations, and debt levels with total debt $13.48B (up from $12.6B) and weighted average interest rate 4.3%
Go deeper on Extra Space Storage
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Annual Reports Archive10-K
AI-powered analysis of Extra Space Storage (EXR) 10-K annual reports filed with SEC EDGAR.
Quarterly Reports Archive10-Q
AI-powered analysis of Extra Space Storage (EXR) 10-Q quarterly reports filed with SEC EDGAR.
Financial SummaryXBRL
| FY2023 | FY2024 | FY2025 | |
|---|---|---|---|
| Profitability | |||
| Revenue | $102.0M | $120.9M | $129.5M |
| Operating Income | $1.2B | $1.3B | $1.4B |
| Net Income | - | $854.7M | $974.0M |
| Op. Margin | 1147.4% | 1095.0% | 1091.1% |
| Net Margin | - | 707.2% | 752.3% |
| Balance Sheet | |||
| Total Assets | $27.5B | $28.8B | $29.3B |
| Equity | $14.4B | $13.9B | $13.4B |
| ROE | - | 6.1% | 7.3% |
| Per Share | |||
| EPS | $4.74 | $4.03 | $4.59 |
| Cash Flow | |||
| Operating CF | $1.4B | $1.9B | $1.9B |
Source: XBRL financial data from Extra Space Storage (EXR) 10-K filings on SEC EDGAR. All figures in USD. Key metrics include revenue, net income, gross profit, gross profit margin, operating income, EPS (diluted), total assets, stockholders' equity, return on equity (ROE), operating cash flow, and capital expenditure.
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing Date | Period | Analysis | SEC |
|---|---|---|---|---|
8-K | Jul 28, 2026 | - | - | - |
8-K | Jul 6, 2026 | - | - | - |
8-K | Jun 25, 2026 | - | - | - |
8-K | May 15, 2026 | - | - | |
10-Q | May 1, 2026 | Mar 31, 2026 | - | |
8-K | Apr 28, 2026 | - | - | - |
10-K | Feb 20, 2026 | Dec 31, 2025 | Analysis | |
8-K | Feb 19, 2026 | - | - | |
8-K | Jan 5, 2026 | - | - | |
10-Q | Oct 31, 2025 | Sep 30, 2025 | Analysis | |
10-Q | Aug 1, 2025 | Jun 30, 2025 | Analysis | |
10-Q | May 2, 2025 | Mar 31, 2025 | Analysis | |
10-K | Feb 28, 2025 | Dec 31, 2024 | Analysis | |
10-Q | Nov 4, 2024 | Sep 30, 2024 | - | |
10-Q | Aug 2, 2024 | Jun 30, 2024 | - | |
10-Q | May 3, 2024 | Mar 31, 2024 | - | |
10-K | Feb 29, 2024 | Dec 31, 2023 | - | |
10-Q | Nov 9, 2023 | Sep 30, 2023 | - | |
10-Q | Aug 9, 2023 | Jun 30, 2023 | - | |
10-Q | May 4, 2023 | Mar 31, 2023 | - | |
10-K | Feb 28, 2023 | Dec 31, 2022 | - | |
SC 13G | Feb 13, 2023 | - | - | |
SC 13G | Jan 20, 2023 | - | - | |
10-Q | Nov 4, 2022 | Sep 30, 2022 | - | |
10-Q | Aug 5, 2022 | Jun 30, 2022 | - |
13F Fund Holdings: Quarterly Trend
Latest: Q1 2026Aggregate EXR share value held by 13F filers tracked by SignalX, by quarter.
- FMR LLC (Fidelity)+2.14M (+87%)
- Prudential Financial+1.07M (+422%)
- Citadel Advisors LLC+842.1K (+275%)
- COHEN & STEERS, INC.+433.0K (+3%)
- Bank of America Corp+155.5K (+25%)
- AQR Capital Management425.9K (-49%)
- Goldman Sachs Group312.7K (-14%)
- BNY Mellon282.1K (-18%)
- Principal Financial Group216.0K (-3%)
- State Street Corp151.2K (-1%)
- Franklin Resources+106.9K
- Bridgewater Associates LP+4.6K
- Coatue Management+3.6K
- Vanguard Group Inc−34.51M
- JPMorgan Chase & Co−3.94M
- Invesco Ltd−3.05M
- Millennium Management−392.3K
Source: 13F-HR filings on SEC EDGAR (aggregated from 249 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe.
Frequently Asked Questions
What are the latest EXR SEC filings in 2026?
Extra Space Storage (EXR) has filed a 10-K annual report on February 20, 2026, a 10-Q quarterly report on May 1, 2026, an 8-K current report on July 28, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.
When did EXR file its most recent 10-K annual report?
Extra Space Storage (EXR) filed its most recent 10-K annual report on February 20, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.
How do I view EXR 10-Q quarterly reports?
Extra Space Storage (EXR)'s most recent 10-Q quarterly report was filed on May 1, 2026. SignalX displays every EXR 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.
What 8-K current reports has EXR filed recently?
Extra Space Storage (EXR)'s most recent 8-K was filed on July 28, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.
Where can I find EXR insider trading activity (Form 4)?
SignalX aggregates every EXR Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.
How often does EXR file with the SEC?
Extra Space Storage (EXR) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new EXR filing with AI-powered analysis.
What is the difference between 10-K, 10-Q, and 8-K SEC filings?
A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Extra Space Storage (EXR).
What is EXR's SEC CIK number?
Extra Space Storage (EXR)'s SEC CIK (Central Index Key) number is 1289490. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1289490 to look up all EXR filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.
Where can I find EXR return on equity (ROE) and financial data?
SignalX extracts XBRL financial data from Extra Space Storage (EXR) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.
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