Capital Analysts LLC’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $192K | Sell |
1,320
-86
| -6% | -$12.3K | ﹤0.01% | 699 |
|
|
2026
Q1 | $184K | Sell |
1,406
-207
| -13% | -$29.2K | ﹤0.01% | 657 |
|
|
2025
Q4 | $210K | Buy |
1,613
+1
| +0.1% | +$136 | 0.01% | 606 |
|
|
2025
Q3 | $227K | Sell |
1,612
-49
| -3% | -$7.04K | 0.01% | 575 |
|
|
2025
Q2 | $245K | Sell |
1,661
-47
| -3% | -$6.84K | 0.01% | 510 |
|
|
2025
Q1 | $254K | Buy |
1,708
+1,336
| +359% | +$203K | 0.01% | 486 |
|
|
2024
Q4 | $56K | Buy |
372
+7
| +2% | +$1.15K | ﹤0.01% | 727 |
|
|
2024
Q3 | $66K | Hold |
365
| – | – | ﹤0.01% | 667 |
|
|
2024
Q2 | $57K | Sell |
365
-4
| -1% | -$583 | ﹤0.01% | 679 |
|
|
2024
Q1 | $54K | Hold |
369
| – | – | ﹤0.01% | 646 |
|
|
2023
Q4 | $59K | Sell |
369
-3,119
| -89% | -$397K | ﹤0.01% | 622 |
|
|
2023
Q3 | $424K | Buy |
3,488
+189
| +6% | +$25.4K | 0.02% | 318 |
|
|
2023
Q2 | $491K | Buy |
3,299
+1,036
| +46% | +$156K | 0.03% | 293 |
|
|
2023
Q1 | $369K | Buy |
2,263
+2,096
| +1,255% | +$329K | 0.02% | 323 |
|
|
2022
Q4 | $25K | Sell |
167
-1
| -0.6% | -$160 | ﹤0.01% | 720 |
|
|
2022
Q3 | $29K | Buy |
168
+20
| +14% | +$3.78K | ﹤0.01% | 659 |
|
|
2022
Q2 | $25K | Hold |
148
| – | – | ﹤0.01% | 667 |
|
|
2022
Q1 | $30K | Buy |
148
+1
| +0.7% | +$199 | ﹤0.01% | 623 |
|
|
2021
Q4 | $33K | Buy |
147
+1
| +0.7% | +$198 | ﹤0.01% | 632 |
|
|
2021
Q3 | $25K | Sell |
146
-245
| -63% | -$43.3K | ﹤0.01% | 672 |
|
|
2021
Q2 | $64K | Sell |
391
-11
| -3% | -$1.65K | ﹤0.01% | 527 |
|
|
2021
Q1 | $53K | Sell |
402
-7
| -2% | -$847 | ﹤0.01% | 580 |
|
|
2020
Q4 | $47K | Sell |
409
-17
| -4% | -$1.94K | ﹤0.01% | 428 |
|
|
2020
Q3 | $46K | Buy |
426
+195
| +84% | +$20.2K | ﹤0.01% | 416 |
|
|
2020
Q2 | $21K | Buy |
231
+2
| +0.9% | +$186 | ﹤0.01% | 467 |
|
|
2020
Q1 | $22K | Buy |
229
+1
| +0.4% | +$104 | ﹤0.01% | 437 |
|
|
2019
Q4 | $24K | Sell |
228
-2
| -0.9% | -$218 | ﹤0.01% | 477 |
|
|
2019
Q3 | $26K | Sell |
230
-4
| -2% | -$463 | ﹤0.01% | 456 |
|
|
2019
Q2 | $25K | Buy |
234
+2
| +0.9% | +$210 | ﹤0.01% | 440 |
|
|
2019
Q1 | $23K | Buy |
232
+1
| +0.4% | +$96 | ﹤0.01% | 425 |
|
|
2018
Q4 | $21K | Buy |
231
+2
| +0.9% | +$182 | ﹤0.01% | 400 |
|
|
2018
Q3 | $20K | Sell |
229
-43
| -16% | -$3.99K | ﹤0.01% | 392 |
|
|
2018
Q2 | $27K | Buy |
272
+1
| +0.4% | +$93 | ﹤0.01% | 384 |
|
|
2018
Q1 | $24K | Sell |
271
-45
| -14% | -$3.79K | ﹤0.01% | 376 |
|
|
2017
Q4 | $28K | Buy |
316
+2
| +0.6% | +$169 | ﹤0.01% | 347 |
|
|
2017
Q3 | $25K | Buy |
+314
| New | +$24.4K | ﹤0.01% | 344 |
|
|
2017
Q1 | – | Sell |
-2,305
| Closed | -$178K | – | 344 |
|
|
2016
Q4 | $178K | Sell |
2,305
-600
| -21% | -$44.2K | 0.03% | 184 |
|
|
2016
Q3 | $231K | Buy |
+2,905
| New | +$245K | 0.04% | 164 |
|
Other funds holding EXR
Capital Analysts LLC's EXR Position: Q2 2026 in Review
Capital Analysts LLC reduced its Extra Space Storage (EXR) stake by 6.1% in Q2 2026, selling an estimated $12.3K and leaving 1,320 shares worth $192K. The position accounts for ﹤0.01% of the portfolio, ranked #699.
Capital Analysts LLC first reported a position in EXR in Q3 2016 and has held it in 38 quarters since. The position peaked at $491K in Q2 2023. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.
- Capital Analysts LLC held 1,320 shares of Extra Space Storage worth $192K as of Q2 2026.
- Capital Analysts LLC sold 86 Extra Space Storage shares in Q2 2026, an estimated $12.3K.
- Extra Space Storage made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #699 holding.
- Capital Analysts LLC first reported a position in Extra Space Storage in Q3 2016 and has held it in 38 quarters since.
- Capital Analysts LLC's Extra Space Storage position peaked at $491K in Q2 2023.
- 793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.
Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.