Trifecta Capital Advisors
EXR icon

Trifecta Capital Advisors’s Extra Space Storage EXR Stock Holding History

Trifecta Capital Advisors’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
Q3 		– Sell
-1
Closed -$146 – 373
2026
Q2 		$146 Buy
+1
New +$143 ﹤0.01% 480
2023
Q4 		– Sell
-9
Closed -$1.1K – 443
2023
Q3 		$1.1K Buy
+9
New +$1.21K ﹤0.01% 364

Other funds holding EXR

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Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Trifecta Capital Advisors's EXR Position: Q3 2026 in Review

Trifecta Capital Advisors sold out of Extra Space Storage (EXR) in Q3 2026, closing a stake of 1 share — an estimated $146 sold.

Trifecta Capital Advisors first reported a position in EXR in Q3 2023 and held it in 2 quarters. The position peaked at $1.1K in Q3 2023. 368 funds tracked by Wall St. Rank hold EXR as of Q3 2026.

  • Trifecta Capital Advisors reported no remaining Extra Space Storage position as of Q3 2026 after selling out during the quarter.
  • Trifecta Capital Advisors sold 1 Extra Space Storage share in Q3 2026, an estimated $146.
  • Trifecta Capital Advisors first reported a position in Extra Space Storage in Q3 2023 and held it in 2 quarters.
  • Trifecta Capital Advisors's Extra Space Storage position peaked at $1.1K in Q3 2023.
  • 368 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.