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Horizon Investments’s Extra Space Storage EXR Stock Holding History

Horizon Investments’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 		$958K Buy
7,305
+146
+2% +$20.6K 0.01% 660
2025
Q4 		$932K Buy
7,159
+591
+9% +$80.6K 0.01% 648
2025
Q3 		$926K Sell
6,568
-12,288
-65% -$1.76M 0.01% 644
2025
Q2 		$2.78M Buy
18,856
+15,785
+514% +$2.3M 0.04% 311
2025
Q1 		$456K Buy
3,071
+158
+5% +$24K 0.01% 387
2024
Q4 		$436K Buy
2,913
+16
+0.6% +$2.62K 0.01% 392
2024
Q3 		$522K Sell
2,897
-86
-3% -$14.5K 0.01% 361
2024
Q2 		$464K Buy
2,983
+40
+1% +$5.83K 0.01% 382
2024
Q1 		$433K Sell
2,943
-92
-3% -$13.4K 0.01% 385
2023
Q4 		$487K Buy
3,035
+155
+5% +$19.7K 0.01% 341
2023
Q3 		$350K Buy
2,880
+1,049
+57% +$141K 0.01% 377
2023
Q2 		$271K Buy
1,831
+151
+9% +$22.7K 0.01% 443
2023
Q1 		$274K Buy
1,680
+48
+3% +$7.54K 0.01% 422
2022
Q4 		$240K Sell
1,632
-1,939
-54% -$310K 0.01% 497
2022
Q3 		$617K Buy
3,571
+1,421
+66% +$269K 0.02% 291
2022
Q2 		$366K Sell
2,150
-1,428
-40% -$265K 0.01% 336
2022
Q1 		$736K Buy
3,578
+114
+3% +$22.7K 0.02% 279
2021
Q4 		$785K Buy
3,464
+766
+28% +$152K 0.02% 249
2021
Q3 		$453K Sell
2,698
-415
-13% -$73.4K 0.01% 336
2021
Q2 		$510K Sell
3,113
-936
-23% -$140K 0.02% 314
2021
Q1 		$537K Buy
+4,049
New +$490K 0.02% 284
2020
Q4 		– Sell
-5,384
Closed -$576K – 189
2020
Q3 		$576K Sell
5,384
-5,198
-49% -$537K 0.02% 258
2020
Q2 		$977K Buy
+10,582
New +$984K 0.02% 245
2020
Q1 		– Sell
-2,247
Closed -$237K – 355
2019
Q4 		$237K Buy
2,247
+111
+5% +$12.1K 0.01% 483
2019
Q3 		$250K Sell
2,136
-496
-19% -$57.4K 0.01% 308
2019
Q2 		$279K Buy
+2,632
New +$277K 0.01% 415

Other funds holding EXR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Horizon Investments's EXR Position: Q1 2026 in Review

Horizon Investments increased its Extra Space Storage (EXR) stake by 2% in Q1 2026, buying an estimated $20.6K and bringing the position to 7,305 shares worth $958K. The position accounts for 0.01% of the portfolio, ranked #660.

Horizon Investments first reported a position in EXR in Q2 2019 and has held it in 26 quarters since. The position peaked at $2.78M in Q2 2025. 765 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Horizon Investments held 7,305 shares of Extra Space Storage worth $958K as of Q1 2026.
  • Horizon Investments bought 146 Extra Space Storage shares in Q1 2026, an estimated $20.6K.
  • Extra Space Storage made up 0.01% of Horizon Investments's portfolio in Q1 2026, its #660 holding.
  • Horizon Investments first reported a position in Extra Space Storage in Q2 2019 and has held it in 26 quarters since.
  • Horizon Investments's Extra Space Storage position peaked at $2.78M in Q2 2025.
  • 765 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.