Capital Advisors Ltd’s Extra Space Storage EXR Stock Holding History

Capital Advisors Ltd’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 Q2	$27K	Hold	183	–	–	﹤0.01%	629
2026 Q1	$24K	Hold	183	–	–	﹤0.01%	625
2025 Q4	$24K	Hold	183	–	–	﹤0.01%	618
2025 Q3	$26K	Hold	183	–	–	﹤0.01%	597
2025 Q2	$27K	Buy	183 +21	+13%	+$3.06K	﹤0.01%	574
2025 Q1	$24K	Sell	162 -9	-5%	-$1.36K	﹤0.01%	584
2024 Q4	$26K	Sell	171 -2	-1%	-$328	﹤0.01%	573
2024 Q3	$31K	Hold	173	–	–	﹤0.01%	539
2024 Q2	$27K	Buy	173 +3	+2%	+$437	﹤0.01%	552
2024 Q1	$25K	Buy	170 +5	+3%	+$729	﹤0.01%	549
2023 Q4	$26K	Buy	165 +9	+6%	+$1.14K	﹤0.01%	525
2023 Q3	$19K	Buy	+156	New	+$20.9K	﹤0.01%	565
2023 Q2	–	Sell	-20	Closed	-$3K	–	1362
2023 Q1	$3K	Buy	20 +16	+400%	+$2.51K	﹤0.01%	803
2022 Q4	$1K	Sell	4 -19	-83%	-$3.04K	﹤0.01%	988
2022 Q3	$4K	Buy	+23	New	+$4.35K	﹤0.01%	674
2022 Q1	–	Sell	-2	Closed	–	–	993
2021 Q4	$0	Buy	+2	New	+$396	﹤0.01%	854

Other funds holding EXR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Advisors Ltd's EXR Position: Q2 2026 in Review

Capital Advisors Ltd held its Extra Space Storage (EXR) position steady in Q2 2026 at 183 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Capital Advisors Ltd first reported a position in EXR in Q4 2021 and has held it in 16 quarters since. The position peaked at $31K in Q3 2024. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

Capital Advisors Ltd held 183 shares of Extra Space Storage worth $27K as of Q2 2026.
Capital Advisors Ltd left its Extra Space Storage share count unchanged in Q2 2026.
Extra Space Storage made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #629 holding.
Capital Advisors Ltd first reported a position in Extra Space Storage in Q4 2021 and has held it in 16 quarters since.
Capital Advisors Ltd's Extra Space Storage position peaked at $31K in Q3 2024.
793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.