Red Tortoise LLC’s Extra Space Storage EXR Stock Holding History

Red Tortoise LLC’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	$5.11K	Hold	39	–	–	﹤0.01%	379
2025 Q4	$5.08K	Hold	39	–	–	﹤0.01%	386
2025 Q3	$5.5K	Hold	39	–	–	﹤0.01%	367
2025 Q2	$5.75K	Hold	39	–	–	﹤0.01%	349
2025 Q1	$5.79K	Hold	39	–	–	﹤0.01%	321
2024 Q4	$5.83K	Hold	39	–	–	﹤0.01%	335
2024 Q3	$7.03K	Hold	39	–	–	﹤0.01%	311
2024 Q2	$6.06K	Hold	39	–	–	﹤0.01%	323
2024 Q1	$5.73K	Hold	39	–	–	﹤0.01%	323
2023 Q4	$6.25K	Sell	39 -2	-5%	-$254	﹤0.01%	261
2023 Q3	$4.99K	Buy	41 +26	+173%	+$3.49K	﹤0.01%	282
2023 Q2	$2.23K	Hold	15	–	–	﹤0.01%	442
2023 Q1	$2.44K	Hold	15	–	–	﹤0.01%	402
2022 Q4	$2.21K	Buy	+15	New	+$2.4K	﹤0.01%	454
2021 Q4	–	Sell	-15	Closed	-$3K	–	216
2021 Q3	$3K	Buy	+15	New	+$2.65K	﹤0.01%	362

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

Red Tortoise LLC's EXR Position: Q1 2026 in Review

Red Tortoise LLC held its Extra Space Storage (EXR) position steady in Q1 2026 at 39 shares worth $5.11K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Red Tortoise LLC first reported a position in EXR in Q3 2021 and has held it in 15 quarters since. The position peaked at $7.03K in Q3 2024. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

Red Tortoise LLC held 39 shares of Extra Space Storage worth $5.11K as of Q1 2026.
Red Tortoise LLC left its Extra Space Storage share count unchanged in Q1 2026.
Extra Space Storage made up ﹤0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #379 holding.
Red Tortoise LLC first reported a position in Extra Space Storage in Q3 2021 and has held it in 15 quarters since.
Red Tortoise LLC's Extra Space Storage position peaked at $7.03K in Q3 2024.
763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.