Naples Global Advisors’s Extra Space Storage EXR Stock Holding History

Naples Global 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	$258K	Hold	1,965	–	–	0.02%	406
2025 Q4	$256K	Hold	1,965	–	–	0.02%	398
2025 Q3	$277K	Buy	1,965 +125	+7%	+$18K	0.02%	391
2025 Q2	$271K	Hold	1,840	–	–	0.02%	371
2025 Q1	$273K	Hold	1,840	–	–	0.03%	360
2024 Q4	$275K	Hold	1,840	–	–	0.03%	355
2024 Q3	$332K	Hold	1,840	–	–	0.03%	339
2024 Q2	$286K	Hold	1,840	–	–	0.03%	345
2024 Q1	$270K	Sell	1,840 -44	-2%	-$6.42K	0.03%	357
2023 Q4	$302K	Sell	1,884 -469	-20%	-$59.6K	0.03%	346
2023 Q3	$286K	Buy	+2,353	New	+$316K	0.03%	344

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

Naples Global Advisors's EXR Position: Q1 2026 in Review

Naples Global Advisors held its Extra Space Storage (EXR) position steady in Q1 2026 at 1,965 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #406.

Naples Global Advisors first reported a position in EXR in Q3 2023 and has held it in 11 quarters since. The position peaked at $332K in Q3 2024. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

Naples Global Advisors held 1,965 shares of Extra Space Storage worth $258K as of Q1 2026.
Naples Global Advisors left its Extra Space Storage share count unchanged in Q1 2026.
Extra Space Storage made up 0.02% of Naples Global Advisors's portfolio in Q1 2026, its #406 holding.
Naples Global Advisors first reported a position in Extra Space Storage in Q3 2023 and has held it in 11 quarters since.
Naples Global Advisors's Extra Space Storage position peaked at $332K in Q3 2024.
763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.