Beacon Capital Management LLC (Tennessee)’s Extra Space Storage EXR Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-503	Closed	-$74.7K	–	1109
2025 Q1	$74.7K	Hold	503	–	–	0.01%	244
2024 Q4	$75.2K	Hold	503	–	–	0.01%	235
2024 Q3	$90.6K	Buy	503 +14	+3%	+$2.36K	0.01%	214
2024 Q2	$76K	Sell	489 -339	-41%	-$49.4K	0.01%	209
2024 Q1	$122K	Buy	828 +339	+69%	+$49.4K	0.02%	149
2023 Q4	$59.5K	Buy	+489	New	+$62.2K	0.02%	194

Other funds holding EXR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s EXR Position: Q2 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Extra Space Storage (EXR) in Q2 2025, closing a stake of 503 shares — an estimated $74.7K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in EXR in Q4 2023 and held it in 6 quarters. The position peaked at $122K in Q1 2024. 809 funds tracked by Wall St. Rank hold EXR as of Q2 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Extra Space Storage position as of Q2 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 503 Extra Space Storage shares in Q2 2025, an estimated $74.7K.
Beacon Capital Management LLC (Tennessee) first reported a position in Extra Space Storage in Q4 2023 and held it in 6 quarters.
Beacon Capital Management LLC (Tennessee)'s Extra Space Storage position peaked at $122K in Q1 2024.
809 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.