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Alta Capital Management’s Extra Space Storage EXR Stock Holding History

Alta Capital Management’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
2025
Q3 		– Sell
-23,957
Closed -$3.53M – 100
2025
Q2 		$3.53M Sell
23,957
-5,052
-17% -$735K 0.2% 56
2025
Q1 		$4.31M Buy
29,009
+1,907
+7% +$289K 0.28% 51
2024
Q4 		$4.05M Buy
27,102
+2,245
+9% +$368K 0.24% 49
2024
Q3 		$4.48M Buy
24,857
+67
+0.3% +$11.3K 0.27% 43
2024
Q2 		$3.85M Buy
24,790
+412
+2% +$60.1K 0.24% 46
2024
Q1 		$3.58M Buy
24,378
+1,295
+6% +$189K 0.22% 48
2023
Q4 		$3.7M Buy
23,083
+7,567
+49% +$962K 0.24% 45
2023
Q3 		$1.89M Buy
15,516
+2,556
+20% +$343K 0.14% 56
2023
Q2 		$1.93M Buy
12,960
+97
+0.8% +$14.6K 0.13% 56
2023
Q1 		$2.1M Buy
12,863
+649
+5% +$102K 0.15% 57
2022
Q4 		$1.8M Buy
+12,214
New +$1.95M 0.14% 57

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Alta Capital Management's EXR Position: Q3 2025 in Review

Alta Capital Management sold out of Extra Space Storage (EXR) in Q3 2025, closing a stake of 23,957 shares — an estimated $3.53M sold.

Alta Capital Management first reported a position in EXR in Q4 2022 and held it in 11 quarters. The position peaked at $4.48M in Q3 2024. 793 funds tracked by Wall St. Rank hold EXR as of Q3 2025.

  • Alta Capital Management reported no remaining Extra Space Storage position as of Q3 2025 after selling out during the quarter.
  • Alta Capital Management sold 23,957 Extra Space Storage shares in Q3 2025, an estimated $3.53M.
  • Alta Capital Management first reported a position in Extra Space Storage in Q4 2022 and held it in 11 quarters.
  • Alta Capital Management's Extra Space Storage position peaked at $4.48M in Q3 2024.
  • 793 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2025.

Based on Alta Capital Management's 13F filing for Q3 2025, filed 4 Nov 2025.