ALPS Advisors
EXR icon

ALPS Advisors’s Extra Space Storage EXR Stock Holding History

ALPS Advisors’s Portfolio EXR Stock Details EXR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.71M Buy
12,975
+601
+5% +$86.3K 0.01% 558
2026
Q2 		$1.8M Buy
+12,374
New +$1.77M 0.01% 550
2019
Q4 		– Sell
-6,367
Closed -$744K – 833
2019
Q3 		$744K Sell
6,367
-220
-3% -$25.4K 0.01% 366
2019
Q2 		$699K Sell
6,587
-538
-8% -$56.5K 0.01% 450
2019
Q1 		$726K Sell
7,125
-371
-5% -$35.6K 0.01% 402
2018
Q4 		$678K Sell
7,496
-2,844
-28% -$259K 0.01% 402
2018
Q3 		$896K Buy
10,340
+2,194
+27% +$204K 0.01% 431
2018
Q2 		$813K Sell
8,146
-845
-9% -$78.7K 0.01% 391
2018
Q1 		$785K Buy
8,991
+50
+0.6% +$4.2K 0.01% 363
2017
Q4 		$782K Sell
8,941
-426
-5% -$35.9K 0.01% 306
2017
Q3 		$749K Sell
9,367
-1,288
-12% -$100K 0.01% 298
2017
Q2 		$831K Sell
10,655
-100
-0.9% -$7.67K 0.01% 256
2017
Q1 		$735K Sell
10,755
-1,164
-10% -$87.9K 0.01% 249
2016
Q4 		$921K Sell
11,919
-1,584
-12% -$117K 0.01% 226
2016
Q3 		$1.07M Sell
13,503
-651
-5% -$54.9K 0.01% 219
2016
Q2 		$1.31M Sell
14,154
-327
-2% -$29.5K 0.01% 197
2016
Q1 		$1.35M Sell
14,481
-439
-3% -$38.2K 0.01% 172
2015
Q4 		$1.32M Sell
14,920
-730
-5% -$60K 0.01% 204
2015
Q3 		$1.21M Buy
15,650
+1,650
+12% +$121K 0.01% 203
2015
Q2 		$913K Buy
+14,000
New +$949K 0.01% 217

Other funds holding EXR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

ALPS Advisors's EXR Position: Q3 2026 in Review

ALPS Advisors increased its Extra Space Storage (EXR) stake by 4.9% in Q3 2026, buying an estimated $86.3K and bringing the position to 12,975 shares worth $1.71M. The position accounts for 0.01% of the portfolio, ranked #558.

ALPS Advisors first reported a position in EXR in Q2 2015 and has held it in 20 quarters since. The position peaked at $1.8M in Q2 2026. 368 funds tracked by Wall St. Rank hold EXR as of Q3 2026.

  • ALPS Advisors held 12,975 shares of Extra Space Storage worth $1.71M as of Q3 2026.
  • ALPS Advisors bought 601 Extra Space Storage shares in Q3 2026, an estimated $86.3K.
  • Extra Space Storage made up 0.01% of ALPS Advisors's portfolio in Q3 2026, its #558 holding.
  • ALPS Advisors first reported a position in Extra Space Storage in Q2 2015 and has held it in 20 quarters since.
  • ALPS Advisors's Extra Space Storage position peaked at $1.8M in Q2 2026.
  • 368 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2026.

Based on ALPS Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.