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

Capital Performance Advisors’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
2025
Q3 		– Sell
-1,769
Closed -$261K – 351
2025
Q2 		$261K Buy
+1,769
New +$257K 0.05% 185
2024
Q4 		– Sell
-32
Closed -$5.85K – 999
2024
Q3 		$5.85K Buy
+32
New +$5.4K ﹤0.01% 1047

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Performance Advisors's EXR Position: Q3 2025 in Review

Capital Performance Advisors sold out of Extra Space Storage (EXR) in Q3 2025, closing a stake of 1,769 shares — an estimated $261K sold.

Capital Performance Advisors first reported a position in EXR in Q3 2024 and held it in 2 quarters. The position peaked at $261K in Q2 2025. 793 funds tracked by Wall St. Rank hold EXR as of Q3 2025.

  • Capital Performance Advisors reported no remaining Extra Space Storage position as of Q3 2025 after selling out during the quarter.
  • Capital Performance Advisors sold 1,769 Extra Space Storage shares in Q3 2025, an estimated $261K.
  • Capital Performance Advisors first reported a position in Extra Space Storage in Q3 2024 and held it in 2 quarters.
  • Capital Performance Advisors's Extra Space Storage position peaked at $261K in Q2 2025.
  • 793 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2025.

Based on Capital Performance Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.