Capstone Investment Advisors
EXR icon

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
2025
Q1 		– Sell
-2,700
Closed -$404K – 1521
2024
Q4 		$404K Buy
2,700
+1,900
+238% +$312K ﹤0.01% 1385
2024
Q3 		$144K Buy
800
+600
+300% +$101K ﹤0.01% 1653
2024
Q2 		$31.1K Buy
+200
New +$29.2K ﹤0.01% 1987
2024
Q1 		– Sell
-1,200
Closed -$192K – 2395
2023
Q4 		$192K Buy
1,200
+800
+200% +$102K ﹤0.01% 1800
2023
Q3 		$48.6K Sell
400
-600
-60% -$80.5K ﹤0.01% 2020
2023
Q2 		$149K Buy
1,000
+200
+25% +$30.1K ﹤0.01% 1630
2023
Q1 		$130K Buy
+800
New +$126K ﹤0.01% 1339
2022
Q4 		– Sell
-700
Closed -$121K – 1566
2022
Q3 		$121K Sell
700
-700
-50% -$132K ﹤0.01% 1537
2022
Q2 		$238K Sell
1,400
-6,600
-83% -$1.22M ﹤0.01% 1389
2022
Q1 		$1.65M Buy
8,000
+4,900
+158% +$974K ﹤0.01% 1142
2021
Q4 		$703K Sell
3,100
-1,000
-24% -$198K ﹤0.01% 1394
2021
Q3 		$689K Hold
4,100
– – ﹤0.01% 1505
2021
Q2 		$672K Sell
4,100
-7,500
-65% -$1.12M ﹤0.01% 1335
2021
Q1 		$1.54M Buy
11,600
+6,200
+115% +$751K ﹤0.01% 1009
2020
Q4 		$626K Buy
+5,400
New +$615K ﹤0.01% 1202

Other funds holding EXR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
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.