Dimensional Fund Advisors
EXR icon

Dimensional Fund Advisors’s Extra Space Storage EXR Stock Holding History

Dimensional Fund 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 		$420M Buy
3,206,587
+33,631
+1% +$4.74M 0.09% 215
2025
Q4 		$413M Buy
3,172,956
+58,294
+2% +$7.95M 0.09% 205
2025
Q3 		$439M Buy
3,114,662
+59,266
+2% +$8.51M 0.09% 177
2025
Q2 		$450M Sell
3,055,396
-35,761
-1% -$5.2M 0.1% 143
2025
Q1 		$459M Sell
3,091,157
-45,483
-1% -$6.9M 0.11% 134
2024
Q4 		$469M Buy
3,136,640
+24,533
+0.8% +$4.02M 0.11% 121
2024
Q3 		$561M Sell
3,112,107
-14,905
-0.5% -$2.52M 0.14% 101
2024
Q2 		$486M Buy
3,127,012
+45,717
+1% +$6.66M 0.13% 110
2024
Q1 		$453M Buy
3,081,295
+15,255
+0.5% +$2.22M 0.12% 124
2023
Q4 		$492M Sell
3,066,040
-3,027
-0.1% -$385K 0.14% 104
2023
Q3 		$373M Buy
3,069,067
+1,106,099
+56% +$148M 0.12% 128
2023
Q2 		$292M Buy
1,962,968
+22,268
+1% +$3.35M 0.09% 191
2023
Q1 		$316M Buy
1,940,700
+62,723
+3% +$9.86M 0.11% 158
2022
Q4 		$276K Buy
1,877,977
+22,497
+1% +$3.6M 0.08% 201
2022
Q3 		$320M Sell
1,855,480
-43,038
-2% -$8.14M 0.12% 126
2022
Q2 		$323M Sell
1,898,518
-17,169
-0.9% -$3.18M 0.12% 143
2022
Q1 		$394M Sell
1,915,687
-25,579
-1% -$5.09M 0.12% 132
2021
Q4 		$440M Sell
1,941,266
-32,974
-2% -$6.53M 0.13% 109
2021
Q3 		$332M Sell
1,974,240
-21,692
-1% -$3.83M 0.11% 151
2021
Q2 		$327M Buy
1,995,932
+13,559
+0.7% +$2.03M 0.1% 161
2021
Q1 		$263M Buy
1,982,373
+49,789
+3% +$6.03M 0.09% 222
2020
Q4 		$224M Sell
1,932,584
-44,257
-2% -$5.04M 0.08% 232
2020
Q3 		$212M Buy
1,976,841
+14,078
+0.7% +$1.46M 0.09% 185
2020
Q2 		$181M Buy
1,962,763
+3,506
+0.2% +$326K 0.08% 215
2020
Q1 		$188M Sell
1,959,257
-14,128
-0.7% -$1.47M 0.1% 151
2019
Q4 		$208M Buy
1,973,385
+13,452
+0.7% +$1.47M 0.08% 233
2019
Q3 		$229M Buy
1,959,933
+12,197
+0.6% +$1.41M 0.09% 178
2019
Q2 		$207M Sell
1,947,736
-5,392
-0.3% -$566K 0.08% 207
2019
Q1 		$199M Buy
1,953,128
+9,532
+0.5% +$916K 0.08% 212
2018
Q4 		$176M Buy
1,943,596
+1,278
+0.1% +$116K 0.08% 215
2018
Q3 		$168M Buy
1,942,318
+5,944
+0.3% +$552K 0.06% 303
2018
Q2 		$193M Buy
1,936,374
+21,389
+1% +$1.99M 0.08% 224
2018
Q1 		$167M Buy
1,914,985
+25,290
+1% +$2.13M 0.07% 297
2017
Q4 		$165M Buy
1,889,695
+73,983
+4% +$6.24M 0.07% 299
2017
Q3 		$145M Buy
1,815,712
+41,673
+2% +$3.24M 0.06% 356
2017
Q2 		$138M Buy
1,774,039
+65,311
+4% +$5.01M 0.06% 342
2017
Q1 		$127M Buy
1,708,728
+42,942
+3% +$3.24M 0.06% 385
2016
Q4 		$129M Buy
1,665,786
+68,349
+4% +$5.03M 0.06% 346
2016
Q3 		$127M Buy
1,597,437
+31,381
+2% +$2.65M 0.07% 317
2016
Q2 		$145M Buy
1,566,056
+44,022
+3% +$3.98M 0.08% 221
2016
Q1 		$142M Buy
1,522,034
+61,522
+4% +$5.35M 0.09% 224
2015
Q4 		$129M Buy
1,460,512
+50,841
+4% +$4.18M 0.08% 244
2015
Q3 		$109M Buy
1,409,671
+44,546
+3% +$3.26M 0.07% 300
2015
Q2 		$89M Buy
1,365,125
+228
+0% +$15.5K 0.05% 431
2015
Q1 		$92.2M Buy
1,364,897
+20,631
+2% +$1.35M 0.06% 393
2014
Q4 		$78.8M Sell
1,344,266
-7,286
-0.5% -$417K 0.05% 436
2014
Q3 		$69.7M Buy
1,351,552
+21,007
+2% +$1.11M 0.05% 457
2014
Q2 		$70.9M Buy
1,330,545
+47,286
+4% +$2.44M 0.05% 472
2014
Q1 		$62.2M Buy
1,283,259
+79,890
+7% +$3.7M 0.05% 507
2013
Q4 		$50.7M Buy
1,203,369
+70,186
+6% +$3.09M 0.04% 601
2013
Q3 		$51.8M Buy
1,133,183
+44,828
+4% +$1.94M 0.04% 509
2013
Q2 		$45.6M Buy
+1,088,355
New +$46.1M 0.04% 543

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

Dimensional Fund Advisors's EXR Position: Q1 2026 in Review

Dimensional Fund Advisors increased its Extra Space Storage (EXR) stake by 1.1% in Q1 2026, buying an estimated $4.74M and bringing the position to 3,206,587 shares worth $420M. The position accounts for 0.09% of the portfolio, ranked #215.

Dimensional Fund Advisors first reported a position in EXR in Q2 2013 and has held it in 52 quarters since. The position peaked at $561M in Q3 2024. 764 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Dimensional Fund Advisors held 3,206,587 shares of Extra Space Storage worth $420M as of Q1 2026.
  • Dimensional Fund Advisors bought 33,631 Extra Space Storage shares in Q1 2026, an estimated $4.74M.
  • Extra Space Storage made up 0.09% of Dimensional Fund Advisors's portfolio in Q1 2026, its #215 holding.
  • Dimensional Fund Advisors first reported a position in Extra Space Storage in Q2 2013 and has held it in 52 quarters since.
  • Dimensional Fund Advisors's Extra Space Storage position peaked at $561M in Q3 2024.
  • 764 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.