Mount Yale Investment Advisors’s Extra Space Storage EXR Stock Holding History

Mount Yale Investment Advisors’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	$11.3M	Sell	85,870 -26,614	-24%	-$3.75M	0.26%	86
2025 Q4	$14.6M	Sell	112,484 -226	-0.2%	-$30.8K	0.71%	31
2025 Q3	$15.9M	Buy	112,710 +112,457	+44,449%	+$16.2M	1.11%	16
2025 Q2	$37.3K	Buy	+253	New	+$36.8K	﹤0.01%	894
2024 Q3	–	Sell	-2,058	Closed	-$320K	–	563
2024 Q2	$320K	Buy	+2,058	New	+$300K	0.03%	421
2018 Q2	–	Sell	-3,111	Closed	-$272K	–	963
2018 Q1	$272K	Buy	+3,111	New	+$262K	0.06%	253

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

Mount Yale Investment Advisors's EXR Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its Extra Space Storage (EXR) stake by 24% in Q1 2026, selling an estimated $3.75M and leaving 85,870 shares worth $11.3M. The position accounts for 0.26% of the portfolio, ranked #86.

Mount Yale Investment Advisors first reported a position in EXR in Q1 2018 and has held it in 6 quarters since. The position peaked at $15.9M in Q3 2025. 764 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

Mount Yale Investment Advisors held 85,870 shares of Extra Space Storage worth $11.3M as of Q1 2026.
Mount Yale Investment Advisors sold 26,614 Extra Space Storage shares in Q1 2026, an estimated $3.75M.
Extra Space Storage made up 0.26% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #86 holding.
Mount Yale Investment Advisors first reported a position in Extra Space Storage in Q1 2018 and has held it in 6 quarters since.
Mount Yale Investment Advisors's Extra Space Storage position peaked at $15.9M in Q3 2025.
764 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.