Harbor Investment Advisory’s Extra Space Storage EXR Stock Holding History

Harbor Investment Advisory’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	-45	Closed	-$5.86K	–	1268
2025 Q4	$5.86K	Hold	45	–	–	﹤0.01%	1030
2025 Q3	$6.34K	Buy	45 +26	+137%	+$3.73K	﹤0.01%	976
2025 Q2	$2.8K	Hold	19	–	–	﹤0.01%	1060
2025 Q1	$2.82K	Hold	19	–	–	﹤0.01%	1044
2024 Q4	$2.84K	Hold	19	–	–	﹤0.01%	1027
2024 Q3	$3.42K	Sell	19 -1	-5%	-$169	﹤0.01%	1015
2024 Q2	$3.11K	Buy	20 +1	+5%	+$146	﹤0.01%	1023
2024 Q1	$2.79K	Hold	19	–	–	﹤0.01%	1050
2023 Q4	$3.05K	Hold	19	–	–	﹤0.01%	1001
2023 Q3	$2.31K	Hold	19	–	–	﹤0.01%	1026
2023 Q2	$2.83K	Hold	19	–	–	﹤0.01%	1190
2023 Q1	$3.1K	Hold	19	–	–	﹤0.01%	1180
2022 Q4	$2.8K	Hold	19	–	–	﹤0.01%	1174
2022 Q3	$3K	Hold	19	–	–	﹤0.01%	1186
2022 Q2	$3K	Hold	19	–	–	﹤0.01%	1199
2022 Q1	$4K	Sell	19 -63	-77%	-$12.5K	﹤0.01%	1181
2021 Q4	$19K	Buy	82 +63	+332%	+$12.5K	﹤0.01%	945
2021 Q3	$3K	Hold	19	–	–	﹤0.01%	1195
2021 Q2	$3K	Hold	19	–	–	﹤0.01%	1139
2021 Q1	$3K	Hold	19	–	–	﹤0.01%	1119
2020 Q4	$2K	Hold	19	–	–	﹤0.01%	1100
2020 Q3	$2K	Buy	+19	New	+$1.96K	﹤0.01%	1020

Other funds holding EXR

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harbor Investment Advisory's EXR Position: Q1 2026 in Review

Harbor Investment Advisory sold out of Extra Space Storage (EXR) in Q1 2026, closing a stake of 45 shares — an estimated $5.86K sold.

Harbor Investment Advisory first reported a position in EXR in Q3 2020 and held it in 22 quarters. The position peaked at $19K in Q4 2021. 765 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

Harbor Investment Advisory reported no remaining Extra Space Storage position as of Q1 2026 after selling out during the quarter.
Harbor Investment Advisory sold 45 Extra Space Storage shares in Q1 2026, an estimated $5.86K.
Harbor Investment Advisory first reported a position in Extra Space Storage in Q3 2020 and held it in 22 quarters.
Harbor Investment Advisory's Extra Space Storage position peaked at $19K in Q4 2021.
765 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Harbor Investment Advisory's 13F filing for Q1 2026, filed 23 Apr 2026.