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Costello Asset Management’s Extra Space Storage EXR Stock Holding History

Costello Asset Management’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 		– Sell
-47
Closed -$6.12K – 704
2025
Q4 		$6.12K Buy
+47
New +$6.41K ﹤0.01% 529

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

Costello Asset Management's EXR Position: Q1 2026 in Review

Costello Asset Management sold out of Extra Space Storage (EXR) in Q1 2026, closing a stake of 47 shares — an estimated $6.12K sold.

Costello Asset Management first reported a position in EXR in Q4 2025 and held it in 1 quarter. The position peaked at $6.12K in Q4 2025. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Costello Asset Management reported no remaining Extra Space Storage position as of Q1 2026 after selling out during the quarter.
  • Costello Asset Management sold 47 Extra Space Storage shares in Q1 2026, an estimated $6.12K.
  • Costello Asset Management first reported a position in Extra Space Storage in Q4 2025 and held it in 1 quarter.
  • Costello Asset Management's Extra Space Storage position peaked at $6.12K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.