Capital Square’s Extra Space Storage EXR Stock Holding History

Capital Square’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	$876K	Buy	6,162 +439	+8%	+$61.9K	0.4%	69
2025 Q4	$745K	Sell	5,723 -1,784	-24%	-$243K	0.38%	72
2025 Q3	$1.06M	Sell	7,507 -174	-2%	-$25K	0.54%	56
2025 Q2	$1.15M	Sell	7,681 -80	-1%	-$11.6K	0.62%	47
2025 Q1	$1.15M	Sell	7,761 -389	-5%	-$59K	0.68%	41
2024 Q4	$1.24M	Buy	8,150 +40	+0.5%	+$6.56K	0.7%	35
2024 Q3	$1.46M	Buy	8,110 +478	+6%	+$80.7K	0.89%	31
2024 Q2	$1.27M	Buy	7,632 +111	+1%	+$16.2K	0.82%	40
2024 Q1	$1.11M	Buy	7,521 +251	+3%	+$36.6K	0.78%	41
2023 Q4	$1.17M	Sell	7,270 -330	-4%	-$42K	1.32%	27
2023 Q3	$882K	Buy	7,600 +4,453	+141%	+$598K	1.19%	30
2023 Q2	$468K	Buy	3,147 +1,907	+154%	+$287K	0.43%	66
2023 Q1	$202K	Buy	+1,240	New	+$195K	0.19%	128

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

Capital Square's EXR Position: Q1 2026 in Review

Capital Square increased its Extra Space Storage (EXR) stake by 7.7% in Q1 2026, buying an estimated $61.9K and bringing the position to 6,162 shares worth $876K. The position accounts for 0.4% of the portfolio, ranked #69.

Capital Square first reported a position in EXR in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.46M in Q3 2024. 764 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

Capital Square held 6,162 shares of Extra Space Storage worth $876K as of Q1 2026.
Capital Square bought 439 Extra Space Storage shares in Q1 2026, an estimated $61.9K.
Extra Space Storage made up 0.4% of Capital Square's portfolio in Q1 2026, its #69 holding.
Capital Square first reported a position in Extra Space Storage in Q1 2023 and has held it in 13 quarters since.
Capital Square's Extra Space Storage position peaked at $1.46M in Q3 2024.
764 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Capital Square's 13F filing for Q1 2026, filed 11 May 2026.