C
EXR icon

Covestor’s Extra Space Storage EXR Stock Holding History

Covestor’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 		$19K Sell
127
-148
-54% -$21.2K 0.01% 1192
2026
Q1 		$36K Sell
275
-400
-59% -$56.4K 0.02% 872
2025
Q4 		$88K Sell
675
-22
-3% -$3K 0.05% 641
2025
Q3 		$98K Buy
697
+16
+2% +$2.3K 0.05% 585
2025
Q2 		$101K Sell
681
-191
-22% -$27.8K 0.06% 550
2025
Q1 		$129K Sell
872
-48
-5% -$7.28K 0.09% 344
2024
Q4 		$137K Buy
920
+59
+7% +$9.68K 0.09% 331
2024
Q3 		$155K Sell
861
-115
-12% -$19.4K 0.1% 286
2024
Q2 		$152K Buy
976
+384
+65% +$56K 0.1% 266
2024
Q1 		$87K Buy
592
+239
+68% +$34.8K 0.06% 623
2023
Q4 		$57K Sell
353
-558
-61% -$71K 0.04% 787
2023
Q3 		$111K Buy
911
+622
+215% +$83.5K 0.08% 350
2023
Q2 		$43K Buy
289
+36
+14% +$5.42K 0.03% 844
2023
Q1 		$41K Buy
253
+60
+31% +$9.43K 0.04% 783
2022
Q4 		$28K Buy
193
+96
+99% +$15.3K 0.02% 932
2022
Q3 		$17K Sell
97
-593
-86% -$112K 0.02% 1043
2022
Q2 		$117K Buy
690
+23
+3% +$4.26K 0.09% 319
2022
Q1 		$137K Buy
667
+316
+90% +$62.8K 0.09% 316
2021
Q4 		$80K Buy
+351
New +$69.6K 0.11% 268

Other funds holding EXR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Covestor's EXR Position: Q2 2026 in Review

Covestor reduced its Extra Space Storage (EXR) stake by 54% in Q2 2026, selling an estimated $21.2K and leaving 127 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #1192.

Covestor first reported a position in EXR in Q4 2021 and has held it in 19 quarters since. The position peaked at $155K in Q3 2024. 473 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Covestor held 127 shares of Extra Space Storage worth $19K as of Q2 2026.
  • Covestor sold 148 Extra Space Storage shares in Q2 2026, an estimated $21.2K.
  • Extra Space Storage made up 0.01% of Covestor's portfolio in Q2 2026, its #1192 holding.
  • Covestor first reported a position in Extra Space Storage in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Extra Space Storage position peaked at $155K in Q3 2024.
  • 473 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.