Chevy Chase Trust
EXR icon

Chevy Chase Trust’s Extra Space Storage EXR Stock Holding History

Chevy Chase Trust’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 		$13.7M Sell
104,562
-3,054
-3% -$430K 0.04% 344
2025
Q4 		$14M Sell
107,616
-708
-0.7% -$96.5K 0.04% 336
2025
Q3 		$15.3M Sell
108,324
-3,765
-3% -$541K 0.04% 319
2025
Q2 		$16.5M Buy
112,089
+912
+0.8% +$133K 0.05% 296
2025
Q1 		$16.5M Sell
111,177
-63
-0.1% -$9.55K 0.05% 292
2024
Q4 		$16.6M Sell
111,240
-2,387
-2% -$391K 0.05% 294
2024
Q3 		$20.5M Sell
113,627
-1,955
-2% -$330K 0.06% 265
2024
Q2 		$18M Sell
115,582
-1,396
-1% -$204K 0.06% 277
2024
Q1 		$17.2M Sell
116,978
-1,045
-0.9% -$152K 0.06% 291
2023
Q4 		$18.9M Sell
118,023
-737
-0.6% -$93.7K 0.07% 265
2023
Q3 		$14.4M Buy
118,760
+41,069
+53% +$5.51M 0.06% 291
2023
Q2 		$11.6M Sell
77,691
-134
-0.2% -$20.2K 0.04% 349
2023
Q1 		$12.7M Buy
77,825
+799
+1% +$126K 0.05% 332
2022
Q4 		$11.3M Sell
77,026
-4,742
-6% -$758K 0.05% 344
2022
Q3 		$14.1M Buy
81,768
+675
+0.8% +$128K 0.06% 284
2022
Q2 		$13.8M Buy
81,093
+580
+0.7% +$107K 0.06% 301
2022
Q1 		$16.6M Buy
80,513
+216
+0.3% +$42.9K 0.06% 301
2021
Q4 		$18.2M Sell
80,297
-1,859
-2% -$368K 0.06% 294
2021
Q3 		$13.8M Sell
82,156
-3,059
-4% -$541K 0.05% 332
2021
Q2 		$14M Sell
85,215
-3,399
-4% -$509K 0.05% 340
2021
Q1 		$11.7M Sell
88,614
-4,415
-5% -$535K 0.04% 386
2020
Q4 		$10.8M Sell
93,029
-2,677
-3% -$305K 0.04% 390
2020
Q3 		$10.2M Sell
95,706
-8,193
-8% -$847K 0.04% 362
2020
Q2 		$9.6M Sell
103,899
-6,193
-6% -$576K 0.04% 376
2020
Q1 		$10.5M Buy
110,092
+1,870
+2% +$195K 0.05% 331
2019
Q4 		$11.4M Buy
108,222
+902
+0.8% +$98.4K 0.04% 386
2019
Q3 		$12.5M Buy
107,320
+931
+0.9% +$108K 0.05% 349
2019
Q2 		$11.3M Buy
106,389
+236
+0.2% +$24.8K 0.05% 374
2019
Q1 		$11M Buy
106,153
+2,064
+2% +$198K 0.05% 385
2018
Q4 		$9.42M Buy
104,089
+255
+0.2% +$23.2K 0.05% 383
2018
Q3 		$9M Sell
103,834
-2,240
-2% -$208K 0.04% 437
2018
Q2 		$10.6M Sell
106,074
-432
-0.4% -$40.2K 0.05% 400
2018
Q1 		$9.3M Sell
106,506
-2,570
-2% -$216K 0.04% 423
2017
Q4 		$9.54M Sell
109,076
-741
-0.7% -$62.5K 0.04% 426
2017
Q3 		$8.78M Buy
109,817
+1,344
+1% +$105K 0.04% 437
2017
Q2 		$8.46M Sell
108,473
-71
-0.1% -$5.44K 0.04% 431
2017
Q1 		$8.07M Buy
108,544
+3,416
+3% +$258K 0.04% 435
2016
Q4 		$8.12M Buy
105,128
+162
+0.2% +$11.9K 0.04% 412
2016
Q3 		$8.34M Sell
104,966
-1,995
-2% -$168K 0.05% 408
2016
Q2 		$9.9M Buy
106,961
+1,443
+1% +$130K 0.06% 359
2016
Q1 		$9.86M Buy
+105,518
New +$9.17M 0.06% 356

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 $187B AUM 18.48% 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

Chevy Chase Trust's EXR Position: Q1 2026 in Review

Chevy Chase Trust reduced its Extra Space Storage (EXR) stake by 2.8% in Q1 2026, selling an estimated $430K and leaving 104,562 shares worth $13.7M. The position accounts for 0.04% of the portfolio, ranked #344.

Chevy Chase Trust first reported a position in EXR in Q1 2016 and has held it in 41 quarters since. The position peaked at $20.5M in Q3 2024. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Chevy Chase Trust held 104,562 shares of Extra Space Storage worth $13.7M as of Q1 2026.
  • Chevy Chase Trust sold 3,054 Extra Space Storage shares in Q1 2026, an estimated $430K.
  • Extra Space Storage made up 0.04% of Chevy Chase Trust's portfolio in Q1 2026, its #344 holding.
  • Chevy Chase Trust first reported a position in Extra Space Storage in Q1 2016 and has held it in 41 quarters since.
  • Chevy Chase Trust's Extra Space Storage position peaked at $20.5M in Q3 2024.
  • 763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.