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Aptus Capital Advisors’s Extra Space Storage EXR Stock Holding History

Aptus 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
Q1 		– Sell
-1,835
Closed -$239K – 1707
2025
Q4 		$239K Buy
1,835
+123
+7% +$16.8K ﹤0.01% 973
2025
Q3 		$241K Sell
1,712
-723
-30% -$104K ﹤0.01% 912
2025
Q2 		$359K Buy
2,435
+781
+47% +$114K ﹤0.01% 773
2025
Q1 		$246K Buy
1,654
+16
+1% +$2.43K ﹤0.01% 826
2024
Q4 		$245K Buy
1,638
+68
+4% +$11.2K ﹤0.01% 828
2024
Q3 		$283K Buy
1,570
+82
+6% +$13.8K ﹤0.01% 669
2024
Q2 		$231K Buy
1,488
+102
+7% +$14.9K ﹤0.01% 697
2024
Q1 		$204K Buy
1,386
+120
+9% +$17.5K ﹤0.01% 730
2023
Q4 		$203K Sell
1,266
-447
-26% -$56.8K 0.01% 559
2023
Q3 		$208K Buy
+1,713
New +$230K 0.01% 560
2022
Q4 		– Sell
-18,814
Closed -$3.25M – 811
2022
Q3 		$3.25M Buy
18,814
+551
+3% +$104K 0.08% 146
2022
Q2 		$3.11M Buy
18,263
+2,099
+13% +$389K 0.08% 142
2022
Q1 		$3.32M Buy
16,164
+2,940
+22% +$585K 0.08% 137
2021
Q4 		$3M Buy
+13,224
New +$2.62M 0.09% 140

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Aptus Capital Advisors's EXR Position: Q1 2026 in Review

Aptus Capital Advisors sold out of Extra Space Storage (EXR) in Q1 2026, closing a stake of 1,835 shares — an estimated $239K sold.

Aptus Capital Advisors first reported a position in EXR in Q4 2021 and held it in 14 quarters. The position peaked at $3.32M in Q1 2022. 768 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Aptus Capital Advisors reported no remaining Extra Space Storage position as of Q1 2026 after selling out during the quarter.
  • Aptus Capital Advisors sold 1,835 Extra Space Storage shares in Q1 2026, an estimated $239K.
  • Aptus Capital Advisors first reported a position in Extra Space Storage in Q4 2021 and held it in 14 quarters.
  • Aptus Capital Advisors's Extra Space Storage position peaked at $3.32M in Q1 2022.
  • 768 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.