Brookstone Capital Management’s Extra Space Storage EXR Stock Holding History

Brookstone 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
2026 Q3	$311K	Sell	2,368 -178	-7%	-$25.5K	﹤0.01%	1099
2026 Q2	$370K	Sell	2,546 -67,081	-96%	-$9.6M	﹤0.01%	1020
2026 Q1	$9.13M	Sell	69,627 -4,983	-7%	-$702K	0.1%	219
2025 Q4	$9.7M	Sell	74,610 -2,042	-3%	-$278K	0.11%	206
2025 Q3	$10.8M	Buy	76,652 +6,576	+9%	+$944K	0.13%	197
2025 Q2	$10.3M	Buy	70,076 +2,890	+4%	+$421K	0.14%	186
2025 Q1	$10M	Buy	+67,186	New	+$10.2M	0.14%	171
2022 Q4	–	Sell	-2,220	Closed	-$370K	–	826
2022 Q3	$370K	Buy	+2,220	New	+$420K	0.01%	617
2022 Q1	–	Sell	-1,339	Closed	-$279K	–	790
2021 Q4	$279K	Buy	+1,339	New	+$265K	﹤0.01%	647

Other funds holding EXR

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Brookstone Capital Management's EXR Position: Q3 2026 in Review

Brookstone Capital Management reduced its Extra Space Storage (EXR) stake by 7% in Q3 2026, selling an estimated $25.5K and leaving 2,368 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

Brookstone Capital Management first reported a position in EXR in Q4 2021 and has held it in 9 quarters since. The position peaked at $10.8M in Q3 2025. 164 funds tracked by Wall St. Rank hold EXR as of Q3 2026.

Brookstone Capital Management held 2,368 shares of Extra Space Storage worth $311K as of Q3 2026.
Brookstone Capital Management sold 178 Extra Space Storage shares in Q3 2026, an estimated $25.5K.
Extra Space Storage made up ﹤0.01% of Brookstone Capital Management's portfolio in Q3 2026, its #1099 holding.
Brookstone Capital Management first reported a position in Extra Space Storage in Q4 2021 and has held it in 9 quarters since.
Brookstone Capital Management's Extra Space Storage position peaked at $10.8M in Q3 2025.
164 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.