ECM
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Everence Capital Management’s Extra Space Storage EXR Stock Holding History

Everence 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 		– Sell
-3,779
Closed -$492K – 831
2025
Q4 		$492K Buy
3,779
+1,987
+111% +$271K 0.03% 403
2025
Q3 		$253K Sell
1,792
-588
-25% -$84.5K 0.02% 675
2025
Q2 		$351K Sell
2,380
-430
-15% -$62.6K 0.02% 511
2025
Q1 		$417K Hold
2,810
– – 0.03% 418
2024
Q4 		$420K Sell
2,810
-340
-11% -$55.8K 0.03% 427
2024
Q3 		$568K Hold
3,150
– – 0.04% 385
2024
Q2 		$423 Hold
3,150
– – 0.03% 433
2024
Q1 		$463 Hold
3,150
– – 0.03% 430
2023
Q4 		$505K Buy
+3,150
New +$401K 0.04% 401
2022
Q4 		– Sell
-2,700
Closed -$466K – 767
2022
Q3 		$466K Hold
2,700
– – 0.04% 369
2022
Q2 		$459K Hold
2,700
– – 0.04% 371
2022
Q1 		$555K Sell
2,700
-1,800
-40% -$358K 0.04% 358
2021
Q4 		$1.02M Buy
4,500
+1,780
+65% +$353K 0.08% 222
2021
Q3 		$457K Hold
2,720
– – 0.04% 426
2021
Q2 		$446K Hold
2,720
– – 0.04% 431
2021
Q1 		$361K Hold
2,720
– – 0.03% 478
2020
Q4 		$315K Hold
2,720
– – 0.03% 495
2020
Q3 		$291K Sell
2,720
-3,310
-55% -$342K 0.03% 471
2020
Q2 		$583K Hold
6,030
– – 0.07% 245
2020
Q1 		$577K Hold
6,030
– – 0.08% 205
2019
Q4 		$637K Buy
6,030
+3,064
+103% +$334K 0.1% 221
2019
Q3 		$346K Hold
2,966
– – 0.06% 377
2019
Q2 		$315K Hold
2,966
– – 0.05% 415
2019
Q1 		$302K Hold
2,966
– – 0.05% 406
2018
Q4 		$268K Hold
2,966
– – 0.06% 310
2018
Q3 		$257K Hold
2,966
– – 0.05% 354
2018
Q2 		$296K Hold
2,966
– – 0.06% 310
2018
Q1 		$259K Hold
2,966
– – 0.06% 333
2017
Q4 		$259K Buy
+2,966
New +$250K 0.06% 341

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

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

Everence Capital Management sold out of Extra Space Storage (EXR) in Q1 2026, closing a stake of 3,779 shares — an estimated $492K sold.

Everence Capital Management first reported a position in EXR in Q4 2017 and held it in 29 quarters. The position peaked at $1.02M in Q4 2021. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Everence Capital Management reported no remaining Extra Space Storage position as of Q1 2026 after selling out during the quarter.
  • Everence Capital Management sold 3,779 Extra Space Storage shares in Q1 2026, an estimated $492K.
  • Everence Capital Management first reported a position in Extra Space Storage in Q4 2017 and held it in 29 quarters.
  • Everence Capital Management's Extra Space Storage position peaked at $1.02M in Q4 2021.
  • 763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.