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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
2026
Q2 		$451K Buy
+3,104
New +$444K 0.01% 389
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

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 $3.37T AUM 44.26% 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

Shelton Capital Management's EXR Position: Q2 2026 in Review

Shelton Capital Management opened a new position in Extra Space Storage (EXR) in Q2 2026: 3,104 shares worth $451K. The stake represents 0.01% of the portfolio and ranks #389 among its holdings. This is a return to the name: Shelton Capital Management previously reported a position in EXR as recently as Q1 2025.

Shelton Capital Management first reported a position in EXR in Q2 2013 and has held it in 25 quarters since. The position peaked at $4.34M in Q3 2022. 798 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Shelton Capital Management held 3,104 shares of Extra Space Storage worth $451K as of Q2 2026.
  • Extra Space Storage was a new Shelton Capital Management position in Q2 2026.
  • Extra Space Storage made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #389 holding.
  • Shelton Capital Management first reported a position in Extra Space Storage in Q2 2013 and has held it in 25 quarters since.
  • Shelton Capital Management's Extra Space Storage position peaked at $4.34M in Q3 2022.
  • 798 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.