American Capital Advisory’s Extra Space Storage EXR Stock Holding History

American Capital Advisory’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 Q2	$1.16K	Buy	8 +1	+14%	+$143	﹤0.01%	755
2026 Q1	$918	Buy	7 +2	+40%	+$282	﹤0.01%	714
2025 Q4	$652	Buy	5 +1	+25%	+$136	﹤0.01%	690
2025 Q3	$564	Buy	4 +1	+33%	+$144	﹤0.01%	670
2025 Q2	$443	Sell	3 -1	-25%	-$146	﹤0.01%	651
2025 Q1	$594	Buy	+4	New	+$607	﹤0.01%	488

Other funds holding EXR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

American Capital Advisory's EXR Position: Q2 2026 in Review

American Capital Advisory increased its Extra Space Storage (EXR) stake by 14% in Q2 2026, buying an estimated $143 and bringing the position to 8 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

American Capital Advisory first reported a position in EXR in Q1 2025 and has held it in 6 quarters since. 392 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

American Capital Advisory held 8 shares of Extra Space Storage worth $1.16K as of Q2 2026.
American Capital Advisory bought 1 Extra Space Storage share in Q2 2026, an estimated $143.
Extra Space Storage made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #755 holding.
American Capital Advisory first reported a position in Extra Space Storage in Q1 2025 and has held it in 6 quarters since.
392 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.