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
Q4 		– Sell
-3,300
Closed -$465K – 1749
2025
Q3 		$465K Buy
3,300
+800
+32% +$115K ﹤0.01% 1426
2025
Q2 		$369K Sell
2,500
-900
-26% -$131K ﹤0.01% 1289
2025
Q1 		$505K Sell
3,400
-4,000
-54% -$607K ﹤0.01% 1075
2024
Q4 		$1.11M Buy
7,400
+6,600
+825% +$1.08M ﹤0.01% 1035
2024
Q3 		$144K Buy
800
+400
+100% +$67.5K ﹤0.01% 1654
2024
Q2 		$62.2K Hold
400
– – ﹤0.01% 1931
2024
Q1 		$58.8K Sell
400
-3,300
-89% -$481K ﹤0.01% 2200
2023
Q4 		$593K Buy
3,700
+2,100
+131% +$267K ﹤0.01% 1261
2023
Q3 		$195K Sell
1,600
-300
-16% -$40.3K ﹤0.01% 1821
2023
Q2 		$283K Buy
1,900
+800
+73% +$120K ﹤0.01% 1424
2023
Q1 		$179K Buy
+1,100
New +$173K ﹤0.01% 1286
2022
Q4 		– Sell
-2,900
Closed -$501K – 1567
2022
Q3 		$501K Sell
2,900
-1,100
-28% -$208K ﹤0.01% 1255
2022
Q2 		$680K Sell
4,000
-35,200
-90% -$6.52M ﹤0.01% 1146
2022
Q1 		$8.06M Buy
39,200
+8,100
+26% +$1.61M 0.02% 534
2021
Q4 		$7.05M Sell
31,100
-2,100
-6% -$416K 0.01% 722
2021
Q3 		$5.58M Sell
33,200
-700
-2% -$124K 0.01% 822
2021
Q2 		$5.55M Buy
33,900
+10,700
+46% +$1.6M 0.01% 706
2021
Q1 		$3.08M Buy
23,200
+15,700
+209% +$1.9M 0.01% 783
2020
Q4 		$869K Buy
+7,500
New +$854K ﹤0.01% 1117

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.