Bruce G. Allen Investments’s Extra Space Storage EXR Stock Holding History

Bruce G. Allen Investments’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	$9.7K	Hold	74	–	–	0.01%	489
2025 Q4	$9.64K	Sell	74 -126	-63%	-$17.2K	0.01%	479
2025 Q3	$28.2K	Sell	200 -1	-0.5%	-$144	0.02%	352
2025 Q2	$29.6K	Sell	201 -56	-22%	-$8.15K	0.02%	338
2025 Q1	$38.2K	Sell	257 -14	-5%	-$2.12K	0.03%	295
2024 Q4	$40.5K	Sell	271 -5	-2%	-$820	0.03%	288
2024 Q3	$49.7K	Buy	276 +1	+0.4%	+$169	0.04%	265
2024 Q2	$42.7K	Buy	275 +1	+0.4%	+$146	0.04%	269
2024 Q1	$40.3K	Buy	274 +17	+7%	+$2.48K	0.03%	284
2023 Q4	$41.2K	Buy	+257	New	+$32.7K	0.04%	265

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

Bruce G. Allen Investments's EXR Position: Q1 2026 in Review

Bruce G. Allen Investments held its Extra Space Storage (EXR) position steady in Q1 2026 at 74 shares worth $9.7K. The position accounts for 0.01% of the portfolio, ranked #489.

Bruce G. Allen Investments first reported a position in EXR in Q4 2023 and has held it in 10 quarters since. The position peaked at $49.7K in Q3 2024. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

Bruce G. Allen Investments held 74 shares of Extra Space Storage worth $9.7K as of Q1 2026.
Bruce G. Allen Investments left its Extra Space Storage share count unchanged in Q1 2026.
Extra Space Storage made up 0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #489 holding.
Bruce G. Allen Investments first reported a position in Extra Space Storage in Q4 2023 and has held it in 10 quarters since.
Bruce G. Allen Investments's Extra Space Storage position peaked at $49.7K in Q3 2024.
763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.