Money Concepts Capital’s Extra Space Storage EXR Stock Holding History

Money Concepts Capital’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	$974K	Buy	7,425 +630	+9%	+$88.8K	0.05%	290
2025 Q4	$885K	Buy	6,795 +523	+8%	+$71.3K	0.05%	278
2025 Q3	$884K	Buy	6,272 +303	+5%	+$43.5K	0.05%	260
2025 Q2	$880K	Buy	5,969 +472	+9%	+$68.7K	0.06%	259
2025 Q1	$816K	Buy	5,497 +432	+9%	+$65.5K	0.06%	244
2024 Q4	$758K	Buy	5,065 +209	+4%	+$34.3K	0.06%	243
2024 Q3	$875K	Buy	4,856 +165	+4%	+$27.8K	0.07%	229
2024 Q2	$729K	Buy	4,691 +333	+8%	+$48.5K	0.06%	239
2024 Q1	$641K	Buy	4,358 +146	+3%	+$21.3K	0.06%	258
2023 Q4	$677K	Buy	4,212 +217	+5%	+$27.6K	0.06%	236
2023 Q3	$487K	Buy	+3,995	New	+$536K	0.05%	249
2023 Q1	–	Sell	-180	Closed	-$26.5K	–	1250
2022 Q4	$26.5K	Buy	+180	New	+$28.8K	﹤0.01%	1529
2022 Q2	–	Sell	-245	Closed	-$50K	–	1801
2022 Q1	$50K	Buy	+245	New	+$48.7K	﹤0.01%	1235

Other funds holding EXR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Money Concepts Capital's EXR Position: Q1 2026 in Review

Money Concepts Capital increased its Extra Space Storage (EXR) stake by 9.3% in Q1 2026, buying an estimated $88.8K and bringing the position to 7,425 shares worth $974K. The position accounts for 0.05% of the portfolio, ranked #290.

Money Concepts Capital first reported a position in EXR in Q1 2022 and has held it in 13 quarters since. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

Money Concepts Capital held 7,425 shares of Extra Space Storage worth $974K as of Q1 2026.
Money Concepts Capital bought 630 Extra Space Storage shares in Q1 2026, an estimated $88.8K.
Extra Space Storage made up 0.05% of Money Concepts Capital's portfolio in Q1 2026, its #290 holding.
Money Concepts Capital first reported a position in Extra Space Storage in Q1 2022 and has held it in 13 quarters since.
763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.