Cascade Investment Group’s Extra Space Storage EXR Stock Holding History

Cascade Investment Group’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	$817K	Sell	6,232 -465	-7%	-$65.5K	0.54%	50
2025 Q4	$872K	Sell	6,697 -733	-10%	-$99.9K	0.58%	46
2025 Q3	$1.05M	Sell	7,430 -267	-3%	-$38.3K	0.69%	37
2025 Q2	$1.13M	Hold	7,697	–	–	0.79%	35
2025 Q1	$1.14M	Sell	7,697 -347	-4%	-$52.6K	0.88%	33
2024 Q4	$1.2M	Sell	8,044 -202	-2%	-$33.1K	0.86%	33
2024 Q3	$1.49M	Sell	8,246 -180	-2%	-$30.4K	1.09%	21
2024 Q2	$1.31M	Sell	8,426 -75	-0.9%	-$10.9K	1.02%	27
2024 Q1	$1.25M	Sell	8,501 -874	-9%	-$127K	0.94%	31
2023 Q4	$1.5M	Sell	9,375 -85	-0.9%	-$10.8K	1.21%	20
2023 Q3	$1.15M	Buy	9,460 +3,395	+56%	+$456K	1.08%	29
2023 Q2	$903K	Hold	6,065	–	–	0.83%	31
2023 Q1	$988K	Sell	6,065 -40	-0.7%	-$6.29K	0.97%	30
2022 Q4	$899K	Buy	+6,105	New	+$976K	0.94%	28

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

Cascade Investment Group's EXR Position: Q1 2026 in Review

Cascade Investment Group reduced its Extra Space Storage (EXR) stake by 6.9% in Q1 2026, selling an estimated $65.5K and leaving 6,232 shares worth $817K. The position accounts for 0.54% of the portfolio, ranked #50.

Cascade Investment Group first reported a position in EXR in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.5M in Q4 2023. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

Cascade Investment Group held 6,232 shares of Extra Space Storage worth $817K as of Q1 2026.
Cascade Investment Group sold 465 Extra Space Storage shares in Q1 2026, an estimated $65.5K.
Extra Space Storage made up 0.54% of Cascade Investment Group's portfolio in Q1 2026, its #50 holding.
Cascade Investment Group first reported a position in Extra Space Storage in Q4 2022 and has held it in 14 quarters since.
Cascade Investment Group's Extra Space Storage position peaked at $1.5M in Q4 2023.
763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Cascade Investment Group's 13F filing for Q1 2026, filed 13 May 2026.