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Applied Finance Capital Management’s Extra Space Storage EXR Stock Holding History

Applied Finance 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
Q2 		– Sell
-5,126
Closed -$761K – 329
2025
Q1 		$761K Buy
+5,126
New +$777K 0.06% 154
2024
Q4 		– Sell
-4,275
Closed -$770K – 312
2024
Q3 		$770K Sell
4,275
-129
-3% -$21.8K 0.03% 152
2024
Q2 		$684K Buy
+4,404
New +$642K 0.03% 146

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Applied Finance Capital Management's EXR Position: Q2 2025 in Review

Applied Finance Capital Management sold out of Extra Space Storage (EXR) in Q2 2025, closing a stake of 5,126 shares — an estimated $761K sold.

Applied Finance Capital Management first reported a position in EXR in Q2 2024 and held it in 3 quarters. The position peaked at $770K in Q3 2024. 809 funds tracked by Wall St. Rank hold EXR as of Q2 2025.

  • Applied Finance Capital Management reported no remaining Extra Space Storage position as of Q2 2025 after selling out during the quarter.
  • Applied Finance Capital Management sold 5,126 Extra Space Storage shares in Q2 2025, an estimated $761K.
  • Applied Finance Capital Management first reported a position in Extra Space Storage in Q2 2024 and held it in 3 quarters.
  • Applied Finance Capital Management's Extra Space Storage position peaked at $770K in Q3 2024.
  • 809 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2025.

Based on Applied Finance Capital Management's 13F filing for Q2 2025, filed 29 Jul 2025.