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MOTCO’s Extra Space Storage EXR Stock Holding History

MOTCO’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
Q3 		$3.02K Hold
23
– – ﹤0.01% 553
2026
Q2 		$3.34K Buy
23
+5
+28% +$715 ﹤0.01% 501
2026
Q1 		$2.36K Hold
18
– – ﹤0.01% 524
2025
Q4 		$2.34K Hold
18
– – ﹤0.01% 553
2025
Q3 		$2.54K Hold
18
– – ﹤0.01% 557
2025
Q2 		$2.42K Hold
18
– – ﹤0.01% 527
2025
Q1 		$2.67K Buy
+18
New +$2.73K ﹤0.01% 487
2024
Q1 		– Sell
-1
Closed -$160 – 706
2023
Q4 		$160 Hold
1
– – ﹤0.01% 701
2023
Q3 		$122 Sell
1
-28
-97% -$3.76K ﹤0.01% 780
2023
Q2 		$4.32K Buy
+29
New +$4.36K ﹤0.01% 569

Other funds holding EXR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

MOTCO's EXR Position: Q3 2026 in Review

MOTCO held its Extra Space Storage (EXR) position steady in Q3 2026 at 23 shares worth $3.02K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

MOTCO first reported a position in EXR in Q2 2023 and has held it in 10 quarters since. The position peaked at $4.32K in Q2 2023. 453 funds tracked by Wall St. Rank hold EXR as of Q3 2026.

  • MOTCO held 23 shares of Extra Space Storage worth $3.02K as of Q3 2026.
  • MOTCO left its Extra Space Storage share count unchanged in Q3 2026.
  • Extra Space Storage made up ﹤0.01% of MOTCO's portfolio in Q3 2026, its #553 holding.
  • MOTCO first reported a position in Extra Space Storage in Q2 2023 and has held it in 10 quarters since.
  • MOTCO's Extra Space Storage position peaked at $4.32K in Q2 2023.
  • 453 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2026.

Based on MOTCO's 13F filing for Q3 2026, filed 9 Nov 2026.