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Annis Gardner Whiting Capital Advisors’s Extra Space Storage EXR Stock Holding History

Annis Gardner Whiting Capital 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
Q2 		– Sell
-117
Closed -$15.3K – 628
2026
Q1 		$15.3K Sell
117
-99
-46% -$14K ﹤0.01% 792
2025
Q4 		$28.1K Sell
216
-48
-18% -$6.54K 0.01% 605
2025
Q3 		$37.2K Sell
264
-108
-29% -$15.5K 0.01% 537
2025
Q2 		$54.8K Buy
372
+81
+28% +$11.8K 0.02% 403
2025
Q1 		$43.2K Buy
291
+31
+12% +$4.7K 0.02% 368
2024
Q4 		$38.9K Sell
260
-1
-0.4% -$164 0.01% 375
2024
Q3 		$47K Sell
261
-30
-10% -$5.06K 0.01% 372
2024
Q2 		$45.2K Buy
291
+41
+16% +$5.98K 0.01% 418
2024
Q1 		$36.8K Sell
250
-11
-4% -$1.6K 0.01% 440
2023
Q4 		$41.8K Hold
261
– – 0.02% 318
2023
Q3 		$31.7K Buy
+261
New +$35K 0.02% 339

Other funds holding EXR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's EXR Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Extra Space Storage (EXR) in Q2 2026, closing a stake of 117 shares — an estimated $15.3K sold.

Annis Gardner Whiting Capital Advisors first reported a position in EXR in Q3 2023 and held it in 11 quarters. The position peaked at $54.8K in Q2 2025. 791 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Extra Space Storage position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 117 Extra Space Storage shares in Q2 2026, an estimated $15.3K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Extra Space Storage in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's Extra Space Storage position peaked at $54.8K in Q2 2025.
  • 791 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.