HGI Capital Management’s Extra Space Storage EXR Stock Holding History

HGI 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
2025 Q3	$1.99M	Sell	14,110 -12,867	-48%	-$1.85M	5.46%	6
2025 Q2	$3.98M	Buy	26,977 +14,949	+124%	+$2.18M	5.39%	6
2025 Q1	$1.79M	Buy	+12,028	New	+$1.82M	2.23%	19
2022 Q1	–	Sell	-32,063	Closed	-$7.27M	–	70
2021 Q4	$7.27M	Buy	+32,063	New	+$6.35M	2.61%	12
2021 Q2	–	Sell	-21,300	Closed	-$2.82M	–	74
2021 Q1	$2.82M	Buy	+21,300	New	+$2.58M	1.2%	33
2019 Q1	–	Sell	-30,819	Closed	-$2.79M	–	62
2018 Q4	$2.79M	Buy	+30,819	New	+$2.8M	2.38%	16

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

HGI Capital Management's EXR Position: Q3 2025 in Review

HGI Capital Management reduced its Extra Space Storage (EXR) stake by 48% in Q3 2025, selling an estimated $1.85M and leaving 14,110 shares worth $1.99M. The position accounts for 5.46% of the portfolio, ranked #6.

HGI Capital Management first reported a position in EXR in Q4 2018 and has held it in 6 quarters since. The position peaked at $7.27M in Q4 2021. 792 funds tracked by Wall St. Rank hold EXR as of Q3 2025.

HGI Capital Management held 14,110 shares of Extra Space Storage worth $1.99M as of Q3 2025.
HGI Capital Management sold 12,867 Extra Space Storage shares in Q3 2025, an estimated $1.85M.
Extra Space Storage made up 5.46% of HGI Capital Management's portfolio in Q3 2025, its #6 holding.
HGI Capital Management first reported a position in Extra Space Storage in Q4 2018 and has held it in 6 quarters since.
HGI Capital Management's Extra Space Storage position peaked at $7.27M in Q4 2021.
792 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2025.

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