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

Logan 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 Q4	–	Sell	-302	Closed	-$42.6K	–	330
2025 Q3	$42.6K	Buy	302 +229	+314%	+$32.9K	﹤0.01%	314
2025 Q2	$10.8K	Sell	73 -229	-76%	-$33.3K	﹤0.01%	342
2025 Q1	$44.8K	Hold	302	–	–	﹤0.01%	344
2024 Q4	$45.2K	Sell	302 -1,428	-83%	-$234K	﹤0.01%	347
2024 Q3	$312K	Hold	1,730	–	–	0.01%	269
2024 Q2	$269K	Hold	1,730	–	–	0.01%	272
2024 Q1	$254K	Hold	1,730	–	–	0.01%	274
2023 Q4	$277K	Hold	1,730	–	–	0.01%	273
2023 Q3	$210K	Hold	1,730	–	–	0.01%	275
2023 Q2	$258K	Hold	1,730	–	–	0.01%	268
2023 Q1	$282K	Hold	1,730	–	–	0.01%	275
2022 Q4	$255K	Hold	1,730	–	–	0.01%	279
2022 Q3	$299K	Hold	1,730	–	–	0.02%	261
2022 Q2	$294K	Sell	1,730 -4,165	-71%	-$772K	0.02%	266
2022 Q1	$1.21M	Hold	5,895	–	–	0.06%	203
2021 Q4	$1.34M	Hold	5,895	–	–	0.06%	204
2021 Q3	$990K	Hold	5,895	–	–	0.05%	222
2021 Q2	$966K	Hold	5,895	–	–	0.05%	217
2021 Q1	$781K	Sell	5,895 -114	-2%	-$13.8K	0.04%	228
2020 Q4	$696K	Buy	6,009 +229	+4%	+$26.1K	0.03%	248
2020 Q3	$618K	Hold	5,780	–	–	0.03%	302
2020 Q2	$534K	Sell	5,780 -586	-9%	-$54.5K	0.03%	240
2020 Q1	$610K	Sell	6,366 -56	-0.9%	-$5.83K	0.04%	242
2019 Q4	$678K	Sell	6,422 -6,877	-52%	-$750K	0.04%	243
2019 Q3	$1.55M	Sell	13,299 -135	-1%	-$15.6K	0.09%	159
2019 Q2	$1.43M	Sell	13,434 -135	-1%	-$14.2K	0.08%	161
2019 Q1	$1.38M	Buy	13,569 +100	+0.7%	+$9.61K	0.09%	159
2018 Q4	$1.22M	Buy	13,469 +289	+2%	+$26.3K	0.1%	145
2018 Q3	$1.14M	Buy	13,180 +975	+8%	+$90.5K	0.07%	168
2018 Q2	$1.22M	Buy	12,205 +1,475	+14%	+$137K	0.08%	153
2018 Q1	$937K	Buy	10,730 +376	+4%	+$31.6K	0.07%	179
2017 Q4	$905K	Sell	10,354 -3,966	-28%	-$334K	0.06%	179
2017 Q3	$1.14M	Hold	14,320	–	–	0.08%	147
2017 Q2	$1.12M	Hold	14,320	–	–	0.08%	143
2017 Q1	$1.06M	Buy	14,320 +704	+5%	+$53.1K	0.08%	146
2016 Q4	$1.05M	Hold	13,616	–	–	0.08%	151
2016 Q3	$1.08M	Hold	13,616	–	–	0.09%	143
2016 Q2	$1.26M	Sell	13,616 -1,047	-7%	-$94.6K	0.11%	127
2016 Q1	$1.37M	Hold	14,663	–	–	0.11%	133
2015 Q4	$1.29M	Buy	14,663 +900	+7%	+$73.9K	0.1%	133
2015 Q3	$1.06M	Hold	13,763	–	–	0.09%	141
2015 Q2	$898K	Buy	13,763 +3,616	+36%	+$245K	0.07%	170
2015 Q1	$686K	Sell	10,147 -138	-1%	-$9.05K	0.05%	199
2014 Q4	$603K	Hold	10,285	–	–	0.04%	206
2014 Q3	$530K	Hold	10,285	–	–	0.04%	206
2014 Q2	$548K	Buy	10,285 +2,949	+40%	+$152K	0.04%	200
2014 Q1	$356K	Buy	7,336 +715	+11%	+$33.1K	0.03%	230
2013 Q4	$279K	Hold	6,621	–	–	0.02%	249
2013 Q3	$303K	Buy	+6,621	New	+$287K	0.02%	233

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

Norges Bank Oslo, Norway $935B AUM

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Logan Capital Management's EXR Position: Q4 2025 in Review

Logan Capital Management sold out of Extra Space Storage (EXR) in Q4 2025, closing a stake of 302 shares — an estimated $42.6K sold.

Logan Capital Management first reported a position in EXR in Q3 2013 and held it in 49 quarters. The position peaked at $1.55M in Q3 2019. 744 funds tracked by Wall St. Rank hold EXR as of Q4 2025.

Logan Capital Management reported no remaining Extra Space Storage position as of Q4 2025 after selling out during the quarter.
Logan Capital Management sold 302 Extra Space Storage shares in Q4 2025, an estimated $42.6K.
Logan Capital Management first reported a position in Extra Space Storage in Q3 2013 and held it in 49 quarters.
Logan Capital Management's Extra Space Storage position peaked at $1.55M in Q3 2019.
744 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2025.

Based on Logan Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.