DCM
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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
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 $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

Donaldson Capital Management's EXR Position: Q1 2026 in Review

Donaldson Capital Management increased its Extra Space Storage (EXR) stake by 6% in Q1 2026, buying an estimated $85.6K and bringing the position to 10,696 shares worth $1.4M. The position accounts for 0.05% of the portfolio, ranked #124.

Donaldson Capital Management first reported a position in EXR in Q2 2017 and has held it in 16 quarters since. The position peaked at $50.1M in Q3 2024. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Donaldson Capital Management held 10,696 shares of Extra Space Storage worth $1.4M as of Q1 2026.
  • Donaldson Capital Management bought 607 Extra Space Storage shares in Q1 2026, an estimated $85.6K.
  • Extra Space Storage made up 0.05% of Donaldson Capital Management's portfolio in Q1 2026, its #124 holding.
  • Donaldson Capital Management first reported a position in Extra Space Storage in Q2 2017 and has held it in 16 quarters since.
  • Donaldson Capital Management's Extra Space Storage position peaked at $50.1M in Q3 2024.
  • 763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

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