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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
Q2 		$279K Sell
1,918
-47
-2% -$6.72K 0.02% 419
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Naples Global Advisors's EXR Position: Q2 2026 in Review

Naples Global Advisors reduced its Extra Space Storage (EXR) stake by 2.4% in Q2 2026, selling an estimated $6.72K and leaving 1,918 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #419.

Naples Global Advisors first reported a position in EXR in Q3 2023 and has held it in 12 quarters since. The position peaked at $332K in Q3 2024. 797 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Naples Global Advisors held 1,918 shares of Extra Space Storage worth $279K as of Q2 2026.
  • Naples Global Advisors sold 47 Extra Space Storage shares in Q2 2026, an estimated $6.72K.
  • Extra Space Storage made up 0.02% of Naples Global Advisors's portfolio in Q2 2026, its #419 holding.
  • Naples Global Advisors first reported a position in Extra Space Storage in Q3 2023 and has held it in 12 quarters since.
  • Naples Global Advisors's Extra Space Storage position peaked at $332K in Q3 2024.
  • 797 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.