Atria Investments’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $634K | Buy |
4,836
+2,718
| +128% | +$383K | 0.01% | 1318 |
|
|
2025
Q4 | $276K | Sell |
2,118
-1,167
| -36% | -$159K | ﹤0.01% | 1782 |
|
|
2025
Q3 | $463K | Sell |
3,285
-179
| -5% | -$25.7K | 0.01% | 1464 |
|
|
2025
Q2 | $511K | Sell |
3,464
-481
| -12% | -$70K | 0.01% | 1404 |
|
|
2025
Q1 | $586K | Sell |
3,945
-460
| -10% | -$69.8K | 0.01% | 1269 |
|
|
2024
Q4 | $659K | Sell |
4,405
-103
| -2% | -$16.9K | 0.01% | 1190 |
|
|
2024
Q3 | $812K | Sell |
4,508
-3,054
| -40% | -$515K | 0.01% | 1086 |
|
|
2024
Q2 | $1.18M | Sell |
7,562
-519
| -6% | -$75.7K | 0.02% | 859 |
|
|
2024
Q1 | $1.19M | Buy |
8,081
+818
| +11% | +$119K | 0.02% | 879 |
|
|
2023
Q4 | $1.16M | Buy |
+7,263
| New | +$924K | 0.02% | 833 |
|
|
2022
Q4 | – | Sell |
-10,133
| Closed | -$1.75M | – | 781 |
|
|
2022
Q3 | $1.75M | Sell |
10,133
-429
| -4% | -$81.1K | 0.04% | 528 |
|
|
2022
Q2 | $1.8M | Buy |
10,562
+580
| +6% | +$107K | 0.04% | 537 |
|
|
2022
Q1 | $2.05M | Buy |
9,982
+567
| +6% | +$113K | 0.04% | 561 |
|
|
2021
Q4 | $2.13M | Buy |
9,415
+807
| +9% | +$160K | 0.04% | 542 |
|
|
2021
Q3 | $1.45M | Sell |
8,608
-2,015
| -19% | -$356K | 0.03% | 655 |
|
|
2021
Q2 | $1.74M | Sell |
10,623
-463
| -4% | -$69.4K | 0.03% | 562 |
|
|
2021
Q1 | $1.47M | Buy |
11,086
+1,027
| +10% | +$124K | 0.03% | 561 |
|
|
2020
Q4 | $1.17M | Sell |
10,059
-502
| -5% | -$57.2K | 0.03% | 616 |
|
|
2020
Q3 | $1.13M | Buy |
+10,561
| New | +$1.09M | 0.03% | 522 |
|
|
2020
Q2 | – | Sell |
-47,455
| Closed | -$4.54M | – | 609 |
|
|
2020
Q1 | $4.54M | Buy |
47,455
+7,094
| +18% | +$739K | 0.35% | 71 |
|
|
2019
Q4 | $4.26M | Buy |
40,361
+2,798
| +7% | +$305K | 0.12% | 173 |
|
|
2019
Q3 | $4.39M | Buy |
37,563
+3,059
| +9% | +$354K | 0.16% | 131 |
|
|
2019
Q2 | $4.11M | Buy |
34,504
+8,953
| +35% | +$941K | 0.15% | 129 |
|
|
2019
Q1 | $2.6M | Buy |
25,551
+3,061
| +14% | +$294K | 0.11% | 175 |
|
|
2018
Q4 | $2.04M | Sell |
22,490
-589
| -3% | -$53.5K | 0.09% | 181 |
|
|
2018
Q3 | $2M | Buy |
23,079
+985
| +4% | +$91.4K | 0.08% | 227 |
|
|
2018
Q2 | $2.21M | Buy |
22,094
+4,031
| +22% | +$375K | 0.1% | 217 |
|
|
2018
Q1 | $1.58M | Buy |
18,063
+3,063
| +20% | +$258K | 0.08% | 248 |
|
|
2017
Q4 | $1.31M | Buy |
15,000
+11,965
| +394% | +$1.01M | 0.07% | 276 |
|
|
2017
Q3 | $243K | Buy |
3,035
+308
| +11% | +$24K | 0.01% | 679 |
|
|
2017
Q2 | $213K | Buy |
+2,727
| New | +$209K | 0.01% | 681 |
|
Other funds holding EXR
VPM
VCM
Atria Investments's EXR Position: Q1 2026 in Review
Atria Investments increased its Extra Space Storage (EXR) stake by 128% in Q1 2026, buying an estimated $383K and bringing the position to 4,836 shares worth $634K. The position accounts for 0.01% of the portfolio, ranked #1318.
Atria Investments first reported a position in EXR in Q2 2017 and has held it in 31 quarters since. The position peaked at $4.54M in Q1 2020. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.
- Atria Investments held 4,836 shares of Extra Space Storage worth $634K as of Q1 2026.
- Atria Investments bought 2,718 Extra Space Storage shares in Q1 2026, an estimated $383K.
- Extra Space Storage made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1318 holding.
- Atria Investments first reported a position in Extra Space Storage in Q2 2017 and has held it in 31 quarters since.
- Atria Investments's Extra Space Storage position peaked at $4.54M in Q1 2020.
- 763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.
Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.