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SummitTX Capital’s Extra Space Storage EXR Stock Holding History

SummitTX Capital’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 		– Sell
-31,001
Closed -$4.04M – 836
2025
Q4 		$4.04M Sell
31,001
-10,813
-26% -$1.47M 0.12% 183
2025
Q3 		$5.89M Buy
+41,814
New +$6.01M 0.24% 99

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

SummitTX Capital's EXR Position: Q1 2026 in Review

SummitTX Capital sold out of Extra Space Storage (EXR) in Q1 2026, closing a stake of 31,001 shares — an estimated $4.04M sold.

SummitTX Capital first reported a position in EXR in Q3 2025 and held it in 2 quarters. The position peaked at $5.89M in Q3 2025. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • SummitTX Capital reported no remaining Extra Space Storage position as of Q1 2026 after selling out during the quarter.
  • SummitTX Capital sold 31,001 Extra Space Storage shares in Q1 2026, an estimated $4.04M.
  • SummitTX Capital first reported a position in Extra Space Storage in Q3 2025 and held it in 2 quarters.
  • SummitTX Capital's Extra Space Storage position peaked at $5.89M in Q3 2025.
  • 763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.