MCM
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McDonough Capital Management’s Extra Space Storage EXR Stock Holding History

McDonough 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
Q1 		$243K Sell
1,854
-1,702
-48% -$240K 0.13% 48
2025
Q4 		$463K Sell
3,556
-3,307
-48% -$451K 0.23% 33
2025
Q3 		$967K Sell
6,863
-453
-6% -$65.1K 0.49% 26
2025
Q2 		$1.08M Sell
7,316
-366
-5% -$53.3K 0.6% 24
2025
Q1 		$1.14M Sell
7,682
-1,301
-14% -$197K 0.75% 22
2024
Q4 		$1.34M Buy
8,983
+639
+8% +$105K 0.83% 21
2024
Q3 		$1.5M Buy
8,344
+275
+3% +$46.4K 1.03% 20
2024
Q2 		$1.25M Buy
8,069
+1,043
+15% +$152K 0.91% 20
2024
Q1 		$1.03M Buy
7,026
+401
+6% +$58.5K 0.82% 22
2023
Q4 		$1.06M Sell
6,625
-199
-3% -$25.3K 0.92% 21
2023
Q3 		$832K Sell
6,824
-32
-0.5% -$4.3K 0.79% 22
2023
Q2 		$1.02M Buy
6,856
+31
+0.5% +$4.66K 0.94% 21
2023
Q1 		$1.11M Buy
6,825
+1,028
+18% +$162K 1.15% 20
2022
Q4 		$853K Buy
5,797
+383
+7% +$61.2K 0.99% 20
2022
Q3 		$934K Sell
5,414
-257
-5% -$48.6K 1.07% 19
2022
Q2 		$965K Buy
5,671
+141
+3% +$26.1K 1.07% 20
2022
Q1 		$1.14M Buy
5,530
+1,533
+38% +$305K 0.99% 21
2021
Q4 		$906K Buy
+3,997
New +$792K 0.74% 22

Other funds holding EXR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

McDonough Capital Management's EXR Position: Q1 2026 in Review

McDonough Capital Management reduced its Extra Space Storage (EXR) stake by 48% in Q1 2026, selling an estimated $240K and leaving 1,854 shares worth $243K. The position accounts for 0.13% of the portfolio, ranked #48.

McDonough Capital Management first reported a position in EXR in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.5M in Q3 2024. 764 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • McDonough Capital Management held 1,854 shares of Extra Space Storage worth $243K as of Q1 2026.
  • McDonough Capital Management sold 1,702 Extra Space Storage shares in Q1 2026, an estimated $240K.
  • Extra Space Storage made up 0.13% of McDonough Capital Management's portfolio in Q1 2026, its #48 holding.
  • McDonough Capital Management first reported a position in Extra Space Storage in Q4 2021 and has held it in 18 quarters since.
  • McDonough Capital Management's Extra Space Storage position peaked at $1.5M in Q3 2024.
  • 764 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on McDonough Capital Management's 13F filing for Q1 2026, filed 13 May 2026.