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Clearstead Advisors’s Extra Space Storage EXR Stock Holding History

Clearstead 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
2026
Q1 		$251K Buy
1,915
+771
+67% +$109K ﹤0.01% 924
2025
Q4 		$149K Sell
1,144
-2,249
-66% -$307K ﹤0.01% 999
2025
Q3 		$478K Sell
3,393
-528
-13% -$75.8K 0.01% 644
2025
Q2 		$578K Buy
3,921
+967
+33% +$141K 0.01% 574
2025
Q1 		$439K Sell
2,954
-260
-8% -$39.4K 0.01% 611
2024
Q4 		$481K Buy
3,214
+583
+22% +$95.6K 0.01% 585
2024
Q3 		$474K Buy
2,631
+39
+2% +$6.58K 0.01% 590
2024
Q2 		$403K Buy
2,592
+2,433
+1,530% +$355K 0.01% 588
2024
Q1 		$23.5K Sell
159
-58
-27% -$8.46K ﹤0.01% 922
2023
Q4 		$34.8K Sell
217
-55
-20% -$6.99K ﹤0.01% 831
2023
Q3 		$33.1K Buy
272
+248
+1,033% +$33.3K ﹤0.01% 946
2023
Q2 		$3.57K Sell
24
-15
-38% -$2.26K ﹤0.01% 1082
2023
Q1 		$6.36K Buy
+39
New +$6.13K ﹤0.01% 1001
2022
Q4 		– Sell
-146
Closed -$25K – 1338
2022
Q3 		$25K Buy
146
+22
+18% +$4.16K ﹤0.01% 734
2022
Q2 		$21K Buy
+124
New +$23K ﹤0.01% 788
2021
Q4 		– Sell
-29
Closed -$5K – 1326
2021
Q3 		$5K Buy
29
+18
+164% +$3.18K ﹤0.01% 1019
2021
Q2 		$2K Buy
+11
New +$1.65K ﹤0.01% 1038

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

Clearstead Advisors's EXR Position: Q1 2026 in Review

Clearstead Advisors increased its Extra Space Storage (EXR) stake by 67% in Q1 2026, buying an estimated $109K and bringing the position to 1,915 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Clearstead Advisors first reported a position in EXR in Q2 2021 and has held it in 17 quarters since. The position peaked at $578K in Q2 2025. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Clearstead Advisors held 1,915 shares of Extra Space Storage worth $251K as of Q1 2026.
  • Clearstead Advisors bought 771 Extra Space Storage shares in Q1 2026, an estimated $109K.
  • Extra Space Storage made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #924 holding.
  • Clearstead Advisors first reported a position in Extra Space Storage in Q2 2021 and has held it in 17 quarters since.
  • Clearstead Advisors's Extra Space Storage position peaked at $578K in Q2 2025.
  • 763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.