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Charter Research & Investment Group’s Extra Space Storage EXR Stock Holding History

Charter Research & 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 		$211K Hold
1,610
– – 0.14% 86
2025
Q4 		$210K Hold
1,610
– – 0.14% 80
2025
Q3 		$227K Hold
1,610
– – 0.16% 79
2025
Q2 		$237K Hold
1,610
– – 0.18% 74
2025
Q1 		$239K Hold
1,610
– – 0.18% 76
2024
Q4 		$241K Hold
1,610
– – 0.18% 74
2024
Q3 		$290K Hold
1,610
– – 0.21% 71
2024
Q2 		$250K Hold
1,610
– – 0.2% 71
2024
Q1 		$237K Hold
1,610
– – 0.19% 76
2023
Q4 		$258K Buy
+1,610
New +$205K 0.21% 70

Other funds holding EXR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Charter Research & Investment Group's EXR Position: Q1 2026 in Review

Charter Research & Investment Group held its Extra Space Storage (EXR) position steady in Q1 2026 at 1,610 shares worth $211K. The position accounts for 0.14% of the portfolio, ranked #86.

Charter Research & Investment Group first reported a position in EXR in Q4 2023 and has held it in 10 quarters since. The position peaked at $290K in Q3 2024. 764 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Charter Research & Investment Group held 1,610 shares of Extra Space Storage worth $211K as of Q1 2026.
  • Charter Research & Investment Group left its Extra Space Storage share count unchanged in Q1 2026.
  • Extra Space Storage made up 0.14% of Charter Research & Investment Group's portfolio in Q1 2026, its #86 holding.
  • Charter Research & Investment Group first reported a position in Extra Space Storage in Q4 2023 and has held it in 10 quarters since.
  • Charter Research & Investment Group's Extra Space Storage position peaked at $290K in Q3 2024.
  • 764 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.