Capstone Investment Advisors’s Extra Space Storage EXR Stock Holding History

Capstone Investment 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
2026 Q1	–	Sell	-2,058	Closed	-$268K	–	1673
2025 Q4	$268K	Buy	+2,058	New	+$281K	﹤0.01%	1406
2025 Q1	–	Sell	-5,999	Closed	-$910K	–	1522
2024 Q4	$897K	Buy	5,999 +2,625	+78%	+$430K	﹤0.01%	1102
2024 Q3	$608K	Sell	3,374 -311	-8%	-$52.5K	﹤0.01%	1142
2024 Q2	$573K	Sell	3,685 -219	-6%	-$31.9K	﹤0.01%	1243
2024 Q1	$574K	Buy	3,904 +2,939	+305%	+$429K	﹤0.01%	1481
2023 Q4	$155K	Buy	965 +337	+54%	+$42.9K	﹤0.01%	1849
2023 Q3	$76.4K	Buy	628 +487	+345%	+$65.4K	﹤0.01%	1982
2023 Q2	$21K	Buy	+141	New	+$21.2K	﹤0.01%	1807
2022 Q2	–	Sell	-1,002	Closed	-$186K	–	1924
2022 Q1	$206K	Buy	1,002 +1,000	+50,000%	+$199K	﹤0.01%	1707
2021 Q4	$0	Sell	2 -2,502	-100%	-$496K	﹤0.01%	1920
2021 Q3	$421K	Buy	+2,504	New	+$443K	﹤0.01%	1600

Other funds holding EXR

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capstone Investment Advisors's EXR Position: Q1 2026 in Review

Capstone Investment Advisors sold out of Extra Space Storage (EXR) in Q1 2026, closing a stake of 2,058 shares — an estimated $268K sold.

Capstone Investment Advisors first reported a position in EXR in Q3 2021 and held it in 11 quarters. The position peaked at $897K in Q4 2024. 765 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

Capstone Investment Advisors reported no remaining Extra Space Storage position as of Q1 2026 after selling out during the quarter.
Capstone Investment Advisors sold 2,058 Extra Space Storage shares in Q1 2026, an estimated $268K.
Capstone Investment Advisors first reported a position in Extra Space Storage in Q3 2021 and held it in 11 quarters.
Capstone Investment Advisors's Extra Space Storage position peaked at $897K in Q4 2024.
765 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.