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

Stevens 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
Q1 		$566K Buy
+4,317
New +$609K 0.09% 125
2023
Q3 		– Sell
-7,318
Closed -$1.09M – 269
2023
Q2 		$1.09M Buy
+7,318
New +$1.1M 0.22% 92
2023
Q1 		– Sell
-3,264
Closed -$480K – 207
2022
Q4 		$480K Buy
3,264
+743
+29% +$119K 0.3% 64
2022
Q3 		$435K Buy
+2,521
New +$477K 0.28% 66
2022
Q2 		– Sell
-2,917
Closed -$600K – 171
2022
Q1 		$600K Buy
+2,917
New +$580K 0.13% 152
2021
Q4 		– Sell
-2,330
Closed -$391K – 250
2021
Q3 		$391K Sell
2,330
-364
-14% -$64.3K 0.16% 104
2021
Q2 		$441K Buy
+2,694
New +$404K 0.13% 129
2021
Q1 		– Sell
-5,951
Closed -$689K – 156
2020
Q4 		$689K Buy
5,951
+2,120
+55% +$241K 0.34% 54
2020
Q3 		$410K Buy
+3,831
New +$396K 0.15% 78
2020
Q1 		– Sell
-12,794
Closed -$1.35M – 144
2019
Q4 		$1.35M Sell
12,794
-12,802
-50% -$1.4M 0.13% 177
2019
Q3 		$2.99M Buy
25,596
+22,567
+745% +$2.61M 0.27% 101
2019
Q2 		$321K Buy
+3,029
New +$318K 0.01% 524
2018
Q4 		– Sell
-7,783
Closed -$674K – 760
2018
Q3 		$674K Buy
+7,783
New +$723K 0.02% 489
2017
Q2 		– Sell
-24,361
Closed -$1.81M – 904
2017
Q1 		$1.81M Buy
+24,361
New +$1.84M 0.07% 320
2016
Q3 		– Sell
-38,681
Closed -$3.58M – 966
2016
Q2 		$3.58M Buy
38,681
+21,740
+128% +$1.96M 0.14% 192
2016
Q1 		$1.58M Buy
+16,941
New +$1.47M 0.06% 335
2015
Q1 		– Sell
-31,628
Closed -$1.85M – 1052
2014
Q4 		$1.85M Buy
+31,628
New +$1.81M 0.06% 303
2014
Q1 		– Sell
-123,184
Closed -$5.19M – 1142
2013
Q4 		$5.19M Buy
123,184
+40,918
+50% +$1.8M 0.15% 166
2013
Q3 		$3.76M Sell
82,266
-45,115
-35% -$1.95M 0.11% 237
2013
Q2 		$5.34M Buy
+127,381
New +$5.39M 0.18% 156

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

Stevens Capital Management's EXR Position: Q1 2026 in Review

Stevens Capital Management opened a new position in Extra Space Storage (EXR) in Q1 2026: 4,317 shares worth $566K. The stake represents 0.09% of the portfolio and ranks #125 among its holdings. This is a return to the name: Stevens Capital Management previously reported a position in EXR as recently as Q2 2023.

Stevens Capital Management first reported a position in EXR in Q2 2013 and has held it in 20 quarters since. The position peaked at $5.34M in Q2 2013. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Stevens Capital Management held 4,317 shares of Extra Space Storage worth $566K as of Q1 2026.
  • Extra Space Storage was a new Stevens Capital Management position in Q1 2026.
  • Extra Space Storage made up 0.09% of Stevens Capital Management's portfolio in Q1 2026, its #125 holding.
  • Stevens Capital Management first reported a position in Extra Space Storage in Q2 2013 and has held it in 20 quarters since.
  • Stevens Capital Management's Extra Space Storage position peaked at $5.34M in Q2 2013.
  • 763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Stevens Capital Management's 13F filing for Q1 2026, filed 11 May 2026.