Beaton Management Company’s Extra Space Storage EXR Stock Holding History

Beaton Management Company’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	$229K	Hold	1,750	–	–	0.1%	139
2025 Q4	$228K	Hold	1,750	–	–	0.1%	142
2025 Q3	$247K	Hold	1,750	–	–	0.11%	128
2025 Q2	$258K	Hold	1,750	–	–	0.13%	119
2025 Q1	$260K	Hold	1,750	–	–	0.14%	115
2024 Q4	$262K	Hold	1,750	–	–	0.13%	117
2024 Q3	$315K	Hold	1,750	–	–	0.16%	107
2024 Q2	$272K	Hold	1,750	–	–	0.15%	115
2024 Q1	$257K	Hold	1,750	–	–	0.14%	119
2023 Q4	$281K	Hold	1,750	–	–	0.17%	113
2023 Q3	$213K	Hold	1,750	–	–	0.14%	124
2023 Q2	$260K	Hold	1,750	–	–	0.16%	116
2023 Q1	$285K	Hold	1,750	–	–	0.19%	108
2022 Q4	$258K	Hold	1,750	–	–	0.17%	111
2022 Q3	$302K	Hold	1,750	–	–	0.23%	98
2022 Q2	$298K	Hold	1,750	–	–	0.21%	103
2022 Q1	$360K	Hold	1,750	–	–	0.22%	99
2021 Q4	$397K	Buy	1,750 +500	+40%	+$99.1K	0.24%	95
2021 Q3	$210K	Hold	1,250	–	–	0.14%	133
2021 Q2	$205K	Buy	+1,250	New	+$187K	0.13%	135

Other funds holding EXR

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Beaton Management Company's EXR Position: Q1 2026 in Review

Beaton Management Company held its Extra Space Storage (EXR) position steady in Q1 2026 at 1,750 shares worth $229K. The position accounts for 0.1% of the portfolio, ranked #139.

Beaton Management Company first reported a position in EXR in Q2 2021 and has held it in 20 quarters since. The position peaked at $397K in Q4 2021. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

Beaton Management Company held 1,750 shares of Extra Space Storage worth $229K as of Q1 2026.
Beaton Management Company left its Extra Space Storage share count unchanged in Q1 2026.
Extra Space Storage made up 0.1% of Beaton Management Company's portfolio in Q1 2026, its #139 holding.
Beaton Management Company first reported a position in Extra Space Storage in Q2 2021 and has held it in 20 quarters since.
Beaton Management Company's Extra Space Storage position peaked at $397K in Q4 2021.
763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Beaton Management Company's 13F filing for Q1 2026, filed 12 May 2026.