CIG
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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
Q2 		$863K Sell
5,938
-294
-5% -$42K 0.48% 56
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cascade Investment Group's EXR Position: Q2 2026 in Review

Cascade Investment Group reduced its Extra Space Storage (EXR) stake by 4.7% in Q2 2026, selling an estimated $42K and leaving 5,938 shares worth $863K. The position accounts for 0.48% of the portfolio, ranked #56.

Cascade Investment Group first reported a position in EXR in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.5M in Q4 2023. 798 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Cascade Investment Group held 5,938 shares of Extra Space Storage worth $863K as of Q2 2026.
  • Cascade Investment Group sold 294 Extra Space Storage shares in Q2 2026, an estimated $42K.
  • Extra Space Storage made up 0.48% of Cascade Investment Group's portfolio in Q2 2026, its #56 holding.
  • Cascade Investment Group first reported a position in Extra Space Storage in Q4 2022 and has held it in 15 quarters since.
  • Cascade Investment Group's Extra Space Storage position peaked at $1.5M in Q4 2023.
  • 798 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.