JCM
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Jacobsen Capital Management’s Extra Space Storage EXR Stock Holding History

Jacobsen 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
2026
Q2 		$5.61M Buy
38,594
+5
+0% +$715 1.64% 15
2026
Q1 		$5.06M Sell
38,589
-207
-0.5% -$29.2K 1.71% 13
2025
Q4 		$5.05M Sell
38,796
-14
-0% -$1.91K 1.65% 12
2025
Q3 		$5.47M Buy
38,810
+8
+0% +$1.15K 1.85% 11
2025
Q2 		$5.72M Buy
38,802
+162
+0.4% +$23.6K 2.11% 10
2025
Q1 		$5.74M Sell
38,640
-202
-0.5% -$30.6K 2.49% 8
2024
Q4 		$5.81M Buy
38,842
+1
+0% +$164 2.47% 9
2024
Q3 		$7M Buy
38,841
+4
+0% +$675 2.95% 8
2024
Q2 		$6.04M Sell
38,837
-327
-0.8% -$47.7K 2.7% 9
2024
Q1 		$5.76M Sell
39,164
-211
-0.5% -$30.8K 2.67% 7
2023
Q4 		$6.31M Sell
39,375
-84
-0.2% -$10.7K 3.19% 7
2023
Q3 		$4.8M Buy
39,459
+81
+0.2% +$10.9K 2.6% 9
2023
Q2 		$5.86M Sell
39,378
-167
-0.4% -$25.1K 3.02% 8
2023
Q1 		$6.44M Buy
39,545
+243
+0.6% +$38.2K 3.45% 7
2022
Q4 		$5.78M Sell
39,302
-4
-0% -$639 3.08% 9
2022
Q3 		$6.79M Buy
39,306
+4
+0% +$756 3.89% 8
2022
Q2 		$6.69M Hold
39,302
– – 3.56% 8
2022
Q1 		$8.08M Sell
39,302
-153
-0.4% -$30.4K 3.71% 8
2021
Q4 		$8.95M Hold
39,455
– – 4.23% 7
2021
Q3 		$6.63M Hold
39,455
– – 3.35% 8
2021
Q2 		$6.46M Hold
39,455
– – 3.3% 8
2021
Q1 		$5.23M Sell
39,455
-258
-0.6% -$31.2K 2.88% 8
2020
Q4 		$4.6M Sell
39,713
-25
-0.1% -$2.85K 2.73% 8
2020
Q3 		$4.25M Hold
39,738
– – 2.97% 7
2020
Q2 		$3.67M Buy
+39,738
New +$3.69M 2.8% 6
2019
Q4 		$4.69M Sell
44,428
-304
-0.7% -$33.1K 4.69% 4
2019
Q3 		$5.22M Sell
44,732
-2,068
-4% -$239K 5.03% 4
2019
Q2 		$4.96M Buy
+46,800
New +$4.92M 4.95% 4

Other funds holding EXR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jacobsen Capital Management's EXR Position: Q2 2026 in Review

Jacobsen Capital Management increased its Extra Space Storage (EXR) stake by 0.01% in Q2 2026, buying an estimated $715 and bringing the position to 38,594 shares worth $5.61M. The position accounts for 1.64% of the portfolio, ranked #15.

Jacobsen Capital Management first reported a position in EXR in Q2 2019 and has held it in 28 quarters since. The position peaked at $8.95M in Q4 2021. 798 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Jacobsen Capital Management held 38,594 shares of Extra Space Storage worth $5.61M as of Q2 2026.
  • Jacobsen Capital Management bought 5 Extra Space Storage shares in Q2 2026, an estimated $715.
  • Extra Space Storage made up 1.64% of Jacobsen Capital Management's portfolio in Q2 2026, its #15 holding.
  • Jacobsen Capital Management first reported a position in Extra Space Storage in Q2 2019 and has held it in 28 quarters since.
  • Jacobsen Capital Management's Extra Space Storage position peaked at $8.95M in Q4 2021.
  • 798 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.