PIM
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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
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 $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

Plato Investment Management's EXR Position: Q1 2026 in Review

Plato Investment Management reduced its Extra Space Storage (EXR) stake by 89% in Q1 2026, selling an estimated $137K and leaving 118 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Plato Investment Management first reported a position in EXR in Q4 2023 and has held it in 10 quarters since. The position peaked at $174K in Q1 2024. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Plato Investment Management held 118 shares of Extra Space Storage worth $15.5K as of Q1 2026.
  • Plato Investment Management sold 975 Extra Space Storage shares in Q1 2026, an estimated $137K.
  • Extra Space Storage made up ﹤0.01% of Plato Investment Management's portfolio in Q1 2026, its #468 holding.
  • Plato Investment Management first reported a position in Extra Space Storage in Q4 2023 and has held it in 10 quarters since.
  • Plato Investment Management's Extra Space Storage position peaked at $174K in Q1 2024.
  • 763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.