Douglass Winthrop Advisors’s Extra Space Storage EXR Stock Holding History

Douglass Winthrop 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 Q2	$516K	Hold	3,550	–	–	0.01%	218
2026 Q1	$466K	Hold	3,550	–	–	0.01%	214
2025 Q4	$462K	Sell	3,550 -32	-0.9%	-$4.36K	0.01%	219
2025 Q3	$505K	Buy	3,582 +32	+0.9%	+$4.6K	0.01%	207
2025 Q2	$523K	Hold	3,550	–	–	0.01%	187
2025 Q1	$527K	Hold	3,550	–	–	0.01%	190
2024 Q4	$531K	Hold	3,550	–	–	0.01%	203
2024 Q3	$640K	Hold	3,550	–	–	0.01%	185
2024 Q2	$552K	Hold	3,550	–	–	0.01%	181
2024 Q1	$522K	Hold	3,550	–	–	0.01%	190
2023 Q4	$569K	Buy	+3,550	New	+$451K	0.01%	163
2023 Q2	–	Sell	-1,500	Closed	-$244K	–	243
2023 Q1	$244K	Hold	1,500	–	–	0.01%	219
2022 Q4	$221K	Hold	1,500	–	–	0.01%	228
2022 Q3	$259K	Hold	1,500	–	–	0.01%	211
2022 Q2	$255K	Hold	1,500	–	–	0.01%	226
2022 Q1	$308K	Buy	1,500 +150	+11%	+$29.8K	0.01%	229
2021 Q4	$306K	Buy	1,350 +50	+4%	+$9.91K	0.01%	236
2021 Q3	$218K	Hold	1,300	–	–	0.01%	262
2021 Q2	$213K	Buy	+1,300	New	+$195K	0.01%	264

Other funds holding EXR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Douglass Winthrop Advisors's EXR Position: Q2 2026 in Review

Douglass Winthrop Advisors held its Extra Space Storage (EXR) position steady in Q2 2026 at 3,550 shares worth $516K. The position accounts for 0.01% of the portfolio, ranked #218.

Douglass Winthrop Advisors first reported a position in EXR in Q2 2021 and has held it in 19 quarters since. The position peaked at $640K in Q3 2024. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

Douglass Winthrop Advisors held 3,550 shares of Extra Space Storage worth $516K as of Q2 2026.
Douglass Winthrop Advisors left its Extra Space Storage share count unchanged in Q2 2026.
Extra Space Storage made up 0.01% of Douglass Winthrop Advisors's portfolio in Q2 2026, its #218 holding.
Douglass Winthrop Advisors first reported a position in Extra Space Storage in Q2 2021 and has held it in 19 quarters since.
Douglass Winthrop Advisors's Extra Space Storage position peaked at $640K in Q3 2024.
793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.