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Plato Investment Management’s Extra Space Storage EXR Stock Holding History

Plato Investment Management’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 		$3.47K Sell
24
-94
-80% -$13.4K ﹤0.01% 483
2026
Q1 		$15.5K Sell
118
-975
-89% -$137K ﹤0.01% 468
2025
Q4 		$143K Hold
1,093
– – 0.01% 407
2025
Q3 		$153K Hold
1,093
– – 0.01% 404
2025
Q2 		$161K Buy
1,093
+999
+1,063% +$145K 0.01% 407
2025
Q1 		$14.1K Sell
94
-305
-76% -$46.3K ﹤0.01% 484
2024
Q4 		$59.9K Hold
399
– – ﹤0.01% 487
2024
Q3 		$71.8K Hold
399
– – 0.01% 441
2024
Q2 		$62K Sell
399
-783
-66% -$114K 0.01% 390
2024
Q1 		$174K Buy
1,182
+620
+110% +$90.4K 0.02% 325
2023
Q4 		$90.1K Buy
+562
New +$71.5K 0.11% 165

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 $3.38T AUM 44.17% 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

Plato Investment Management's EXR Position: Q2 2026 in Review

Plato Investment Management reduced its Extra Space Storage (EXR) stake by 80% in Q2 2026, selling an estimated $13.4K and leaving 24 shares worth $3.47K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Plato Investment Management first reported a position in EXR in Q4 2023 and has held it in 11 quarters since. The position peaked at $174K in Q1 2024. 802 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Plato Investment Management held 24 shares of Extra Space Storage worth $3.47K as of Q2 2026.
  • Plato Investment Management sold 94 Extra Space Storage shares in Q2 2026, an estimated $13.4K.
  • Extra Space Storage made up ﹤0.01% of Plato Investment Management's portfolio in Q2 2026, its #483 holding.
  • Plato Investment Management first reported a position in Extra Space Storage in Q4 2023 and has held it in 11 quarters since.
  • Plato Investment Management's Extra Space Storage position peaked at $174K in Q1 2024.
  • 802 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.