JWCA
EXR icon

J.W. Coons Advisors’s Extra Space Storage EXR Stock Holding History

J.W. Coons Advisors’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
Q2 		$1.5M Buy
10,163
+951
+10% +$138K 0.34% 71
2025
Q1 		$1.37M Buy
9,212
+378
+4% +$57.3K 0.36% 69
2024
Q4 		$1.32M Sell
8,834
-51
-0.6% -$8.36K 0.34% 70
2024
Q3 		$1.6M Sell
8,885
-43
-0.5% -$7.26K 0.4% 60
2024
Q2 		$1.39M Buy
8,928
+2,132
+31% +$311K 0.34% 63
2024
Q1 		$999K Sell
6,796
-264
-4% -$38.5K 0.23% 88
2023
Q4 		$1.13M Buy
7,060
+131
+2% +$16.7K 0.31% 78
2023
Q3 		$842K Buy
6,929
+4,155
+150% +$558K 0.24% 94
2023
Q2 		$413K Hold
2,774
– – 0.11% 156
2023
Q1 		$452K Sell
2,774
-25
-0.9% -$3.93K 0.13% 149
2022
Q4 		$412K Buy
2,799
+32
+1% +$5.11K 0.12% 155
2022
Q3 		$478K Sell
2,767
-100
-3% -$18.9K 0.18% 133
2022
Q2 		$490K Sell
2,867
-277
-9% -$51.3K 0.17% 140
2022
Q1 		$656K Buy
3,144
+20
+0.6% +$3.98K 0.2% 128
2021
Q4 		$710K Sell
3,124
-375
-11% -$74.3K 0.21% 117
2021
Q3 		$586K Buy
3,499
+287
+9% +$50.7K 0.2% 126
2021
Q2 		$524K Buy
3,212
+5
+0.2% +$749 0.19% 134
2021
Q1 		$426K Sell
3,207
-10
-0.3% -$1.21K 0.15% 147
2020
Q4 		$375K Buy
3,217
+15
+0.5% +$1.71K 0.14% 146
2020
Q3 		$343K Sell
3,202
-35
-1% -$3.62K 0.14% 147
2020
Q2 		$297K Sell
3,237
-19
-0.6% -$1.77K 0.13% 152
2020
Q1 		$314K Buy
+3,256
New +$339K 0.16% 143

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

J.W. Coons Advisors's EXR Position: Q2 2025 in Review

J.W. Coons Advisors increased its Extra Space Storage (EXR) stake by 10% in Q2 2025, buying an estimated $138K and bringing the position to 10,163 shares worth $1.5M. The position accounts for 0.34% of the portfolio, ranked #71.

J.W. Coons Advisors first reported a position in EXR in Q1 2020 and has held it in 22 quarters since. The position peaked at $1.6M in Q3 2024. 809 funds tracked by Wall St. Rank hold EXR as of Q2 2025.

  • J.W. Coons Advisors held 10,163 shares of Extra Space Storage worth $1.5M as of Q2 2025.
  • J.W. Coons Advisors bought 951 Extra Space Storage shares in Q2 2025, an estimated $138K.
  • Extra Space Storage made up 0.34% of J.W. Coons Advisors's portfolio in Q2 2025, its #71 holding.
  • J.W. Coons Advisors first reported a position in Extra Space Storage in Q1 2020 and has held it in 22 quarters since.
  • J.W. Coons Advisors's Extra Space Storage position peaked at $1.6M in Q3 2024.
  • 809 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.