Shelton Capital Management’s Extra Space Storage EXR Stock Holding History

Shelton Capital 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
2025 Q2	–	Sell	-17,300	Closed	-$2.57M	–	726
2025 Q1	$2.57M	Hold	17,300	–	–	0.06%	210
2024 Q4	$2.59M	Buy	17,300 +356	+2%	+$58.4K	0.06%	206
2024 Q3	$3.05M	Buy	16,944 +5,600	+49%	+$945K	0.08%	211
2024 Q2	$1.76M	Hold	11,344	–	–	0.05%	250
2024 Q1	$1.67M	Hold	11,344	–	–	0.05%	259
2023 Q4	$1.82M	Sell	11,344 -17,100	-60%	-$2.17M	0.06%	245
2023 Q3	$3.46M	Hold	28,444	–	–	0.13%	189
2023 Q2	$4.23M	Buy	28,444 +3,300	+13%	+$496K	0.15%	145
2023 Q1	$4.1M	Buy	25,144 +844	+3%	+$133K	0.17%	130
2022 Q4	$3.58M	Sell	24,300 -844	-3%	-$135K	0.37%	82
2022 Q3	$4.34M	Buy	25,144 +5,500	+28%	+$1.04M	0.21%	116
2022 Q2	$3.34M	Buy	+19,644	New	+$3.64M	0.15%	153
2017 Q1	–	Sell	-5,200	Closed	-$402K	–	868
2016 Q4	$402K	Buy	+5,200	New	+$383K	0.03%	469
2016 Q1	–	Sell	-10,587	Closed	-$934K	–	764
2015 Q4	$934K	Hold	10,587	–	–	0.09%	202
2015 Q3	$817K	Hold	10,587	–	–	0.09%	207
2015 Q2	$690K	Hold	10,587	–	–	0.07%	265
2015 Q1	$715K	Sell	10,587 -785	-7%	-$51.5K	0.08%	260
2014 Q4	$667K	Hold	11,372	–	–	0.08%	267
2014 Q3	$586K	Hold	11,372	–	–	0.08%	283
2014 Q2	$606K	Hold	11,372	–	–	0.08%	284
2014 Q1	$552K	Hold	11,372	–	–	0.08%	289
2013 Q4	$479K	Hold	11,372	–	–	0.07%	335
2013 Q3	$520K	Hold	11,372	–	–	0.09%	277
2013 Q2	$477K	Buy	+11,372	New	+$481K	0.09%	273

Other funds holding EXR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Shelton Capital Management's EXR Position: Q2 2025 in Review

Shelton Capital Management sold out of Extra Space Storage (EXR) in Q2 2025, closing a stake of 17,300 shares — an estimated $2.57M sold.

Shelton Capital Management first reported a position in EXR in Q2 2013 and held it in 24 quarters. The position peaked at $4.34M in Q3 2022. 810 funds tracked by Wall St. Rank hold EXR as of Q2 2025.

Shelton Capital Management reported no remaining Extra Space Storage position as of Q2 2025 after selling out during the quarter.
Shelton Capital Management sold 17,300 Extra Space Storage shares in Q2 2025, an estimated $2.57M.
Shelton Capital Management first reported a position in Extra Space Storage in Q2 2013 and held it in 24 quarters.
Shelton Capital Management's Extra Space Storage position peaked at $4.34M in Q3 2022.
810 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2025.

Based on Shelton Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.