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EXR icon

Navellier & Associates’s Extra Space Storage EXR Stock Holding History

Navellier & Associates’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 		$410K Sell
3,124
-41
-1% -$5.78K 0.04% 241
2025
Q4 		$412K Sell
3,165
-690
-18% -$94.1K 0.05% 245
2025
Q3 		$543K Buy
3,855
+740
+24% +$106K 0.06% 249
2025
Q2 		$459K Buy
3,115
+39
+1% +$5.67K 0.06% 218
2025
Q1 		$460K Sell
3,076
-780
-20% -$118K 0.06% 213
2024
Q4 		$577K Buy
3,856
+979
+34% +$161K 0.07% 226
2024
Q3 		$518K Sell
2,877
-742
-21% -$125K 0.07% 215
2024
Q2 		$562K Buy
3,619
+16
+0.4% +$2.33K 0.07% 228
2024
Q1 		$530K Sell
3,603
-259
-7% -$37.8K 0.07% 230
2023
Q4 		$619K Buy
3,862
+540
+16% +$68.7K 0.09% 191
2023
Q3 		$404K Sell
3,322
-357
-10% -$47.9K 0.07% 224
2023
Q2 		$548K Buy
3,679
+95
+3% +$14.3K 0.11% 166
2023
Q1 		$584K Buy
3,584
+96
+3% +$15.1K 0.12% 156
2022
Q4 		$513K Sell
3,488
-27,036
-89% -$4.32M 0.1% 163
2022
Q3 		$5.27M Buy
30,524
+161
+0.5% +$30.4K 1.17% 22
2022
Q2 		$5.17M Sell
30,363
-614
-2% -$114K 1.11% 19
2022
Q1 		$6.37M Sell
30,977
-225
-0.7% -$44.7K 1.08% 16
2021
Q4 		$7.07M Buy
31,202
+401
+1% +$79.5K 1.03% 24
2021
Q3 		$5.17M Buy
30,801
+28,020
+1,008% +$4.95M 0.78% 39
2021
Q2 		$456K Sell
2,781
-1,241
-31% -$186K 0.07% 200
2021
Q1 		$533K Sell
4,022
-606
-13% -$73.4K 0.1% 169
2020
Q4 		$536K Sell
4,628
-492
-10% -$56K 0.1% 160
2020
Q3 		$548K Sell
5,120
-1,538
-23% -$159K 0.12% 130
2020
Q2 		$615K Sell
6,658
-2,265
-25% -$211K 0.15% 119
2020
Q1 		$854K Sell
8,923
-294
-3% -$30.6K 0.2% 99
2019
Q4 		$973K Sell
9,217
-134
-1% -$14.6K 0.16% 135
2019
Q3 		$1.09M Buy
9,351
+1,867
+25% +$216K 0.18% 124
2019
Q2 		$794K Buy
7,484
+1,311
+21% +$138K 0.12% 150
2019
Q1 		$629K Buy
6,173
+812
+15% +$78K 0.1% 151
2018
Q4 		$485K Buy
5,361
+101
+2% +$9.18K 0.08% 145
2018
Q3 		$456K Buy
5,260
+286
+6% +$26.6K 0.06% 201
2018
Q2 		$496K Buy
4,974
+91
+2% +$8.47K 0.07% 196
2018
Q1 		$427K Sell
4,883
-118
-2% -$9.93K 0.06% 193
2017
Q4 		$437K Sell
5,001
-284
-5% -$23.9K 0.08% 188
2017
Q3 		$422K Sell
5,285
-133
-2% -$10.4K 0.08% 162
2017
Q2 		$423K Buy
+5,418
New +$415K 0.06% 207
2016
Q4 		– Sell
-22,195
Closed -$1.76M – 286
2016
Q3 		$1.76M Sell
22,195
-1,994
-8% -$168K 0.25% 96
2016
Q2 		$2.24M Sell
24,189
-63
-0.3% -$5.69K 0.33% 59
2016
Q1 		$2.27M Buy
24,252
+17,797
+276% +$1.55M 0.29% 62
2015
Q4 		$569K Buy
+6,455
New +$530K 0.06% 114
2013
Q4 		– Sell
-23,557
Closed -$1.08M – 314
2013
Q3 		$1.08M Sell
23,557
-7
-0% -$303 0.03% 122
2013
Q2 		$988K Buy
+23,564
New +$997K 0.05% 115

Other funds holding EXR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Navellier & Associates's EXR Position: Q1 2026 in Review

Navellier & Associates reduced its Extra Space Storage (EXR) stake by 1.3% in Q1 2026, selling an estimated $5.78K and leaving 3,124 shares worth $410K. The position accounts for 0.04% of the portfolio, ranked #241.

Navellier & Associates first reported a position in EXR in Q2 2013 and has held it in 42 quarters since. The position peaked at $7.07M in Q4 2021. 764 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Navellier & Associates held 3,124 shares of Extra Space Storage worth $410K as of Q1 2026.
  • Navellier & Associates sold 41 Extra Space Storage shares in Q1 2026, an estimated $5.78K.
  • Extra Space Storage made up 0.04% of Navellier & Associates's portfolio in Q1 2026, its #241 holding.
  • Navellier & Associates first reported a position in Extra Space Storage in Q2 2013 and has held it in 42 quarters since.
  • Navellier & Associates's Extra Space Storage position peaked at $7.07M in Q4 2021.
  • 764 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Navellier & Associates's 13F filing for Q1 2026, filed 7 May 2026.