Gillson Capital’s Extra Space Storage EXR Stock Holding History

Gillson Capital’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
2025 Q3	–	Sell	-164,893	Closed	-$24.3M	–	82
2025 Q2	$24.3M	Sell	164,893 -8,781	-5%	-$1.28M	1.86%	23
2025 Q1	$25.8M	Sell	173,674 -110,925	-39%	-$16.8M	2.2%	15
2024 Q4	$42.6M	Buy	284,599 +52,253	+22%	+$8.57M	3.84%	5
2024 Q3	$41.9M	Buy	232,346 +97,228	+72%	+$16.4M	3.81%	5
2024 Q2	$21M	Sell	135,118 -88,272	-40%	-$12.9M	2.03%	22
2024 Q1	$32.8M	Buy	+223,390	New	+$32.6M	3.12%	9
2020 Q4	–	Sell	-59,548	Closed	-$6.37M	–	110
2020 Q3	$6.37M	Sell	59,548 -59,444	-50%	-$6.14M	0.93%	46
2020 Q2	$11M	Buy	+118,992	New	+$11.1M	1.97%	17
2020 Q1	–	Sell	-60,869	Closed	-$6.43M	–	66
2019 Q4	$6.43M	Buy	60,869 +12,762	+27%	+$1.39M	0.55%	55
2019 Q3	$5.62M	Buy	+48,107	New	+$5.56M	0.52%	54

Other funds holding EXR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Gillson Capital's EXR Position: Q3 2025 in Review

Gillson Capital sold out of Extra Space Storage (EXR) in Q3 2025, closing a stake of 164,893 shares — an estimated $24.3M sold.

Gillson Capital first reported a position in EXR in Q3 2019 and held it in 10 quarters. The position peaked at $42.6M in Q4 2024. 793 funds tracked by Wall St. Rank hold EXR as of Q3 2025.

Gillson Capital reported no remaining Extra Space Storage position as of Q3 2025 after selling out during the quarter.
Gillson Capital sold 164,893 Extra Space Storage shares in Q3 2025, an estimated $24.3M.
Gillson Capital first reported a position in Extra Space Storage in Q3 2019 and held it in 10 quarters.
Gillson Capital's Extra Space Storage position peaked at $42.6M in Q4 2024.
793 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2025.

Based on Gillson Capital's 13F filing for Q3 2025, filed 14 Nov 2025.