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Donaldson Capital Management’s Extra Space Storage EXR Stock Holding History

Donaldson Capital 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
Q2 		$1.59M Buy
10,958
+262
+2% +$37.4K 0.05% 139
2026
Q1 		$1.4M Buy
10,696
+607
+6% +$85.6K 0.05% 124
2025
Q4 		$1.31M Sell
10,089
-3,304
-25% -$451K 0.04% 129
2025
Q3 		$1.89M Sell
13,393
-289,059
-96% -$41.5M 0.06% 107
2025
Q2 		$44.6M Buy
302,452
+5,272
+2% +$767K 1.64% 26
2025
Q1 		$44.1M Buy
297,180
+9,224
+3% +$1.4M 1.67% 26
2024
Q4 		$43.1M Buy
287,956
+9,804
+4% +$1.61M 1.64% 27
2024
Q3 		$50.1M Buy
278,152
+103,449
+59% +$17.5M 1.93% 23
2024
Q2 		$27.2M Buy
+174,703
New +$25.5M 1.14% 34
2020
Q4 		– Sell
-5,862
Closed -$627K – 237
2020
Q3 		$627K Buy
+5,862
New +$606K 0.04% 121
2019
Q1 		– Sell
-2,555
Closed -$231K – 174
2018
Q4 		$231K Sell
2,555
-325
-11% -$29.5K 0.02% 148
2018
Q3 		$250K Sell
2,880
-50
-2% -$4.64K 0.02% 175
2018
Q2 		$292K Sell
2,930
-39
-1% -$3.63K 0.03% 141
2018
Q1 		$259K Sell
2,969
-1,441
-33% -$121K 0.03% 144
2017
Q4 		$386K Buy
4,410
+939
+27% +$79.2K 0.04% 120
2017
Q3 		$277K Buy
3,471
+507
+17% +$39.5K 0.03% 132
2017
Q2 		$231K Buy
+2,964
New +$227K 0.03% 138

Other funds holding EXR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Donaldson Capital Management's EXR Position: Q2 2026 in Review

Donaldson Capital Management increased its Extra Space Storage (EXR) stake by 2.4% in Q2 2026, buying an estimated $37.4K and bringing the position to 10,958 shares worth $1.59M. The position accounts for 0.05% of the portfolio, ranked #139.

Donaldson Capital Management first reported a position in EXR in Q2 2017 and has held it in 17 quarters since. The position peaked at $50.1M in Q3 2024. 799 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Donaldson Capital Management held 10,958 shares of Extra Space Storage worth $1.59M as of Q2 2026.
  • Donaldson Capital Management bought 262 Extra Space Storage shares in Q2 2026, an estimated $37.4K.
  • Extra Space Storage made up 0.05% of Donaldson Capital Management's portfolio in Q2 2026, its #139 holding.
  • Donaldson Capital Management first reported a position in Extra Space Storage in Q2 2017 and has held it in 17 quarters since.
  • Donaldson Capital Management's Extra Space Storage position peaked at $50.1M in Q3 2024.
  • 799 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.