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Values First Advisors’s Extra Space Storage EXR Stock Holding History

Values First 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
Q1 		$548K Buy
4,178
+96
+2% +$13.5K 0.29% 95
2025
Q4 		$532K Buy
4,082
+295
+8% +$40.2K 0.28% 101
2025
Q3 		$534K Buy
3,787
+61
+2% +$8.76K 0.29% 97
2025
Q2 		$549K Sell
3,726
-33
-0.9% -$4.8K 0.3% 97
2025
Q1 		$557K Buy
3,759
+33
+0.9% +$5K 0.32% 80
2024
Q4 		$557K Buy
3,726
+110
+3% +$18K 0.31% 88
2024
Q3 		$652K Sell
3,616
-6
-0.2% -$1.01K 0.35% 71
2024
Q2 		$563K Buy
3,622
+15
+0.4% +$2.19K 0.34% 77
2024
Q1 		$530K Sell
3,607
-33
-0.9% -$4.81K 0.31% 94
2023
Q4 		$584K Sell
3,640
-1,157
-24% -$147K 0.35% 88
2023
Q3 		$583K Buy
+4,797
New +$644K 0.38% 79
2023
Q1 		– Hold
0
– – – 352
2021
Q3 		– Sell
-4,668
Closed -$765K – 151
2021
Q2 		$765K Sell
4,668
-895
-16% -$134K 0.52% 67
2021
Q1 		$737K Buy
5,563
+307
+6% +$37.2K 0.54% 69
2020
Q4 		$609K Buy
5,256
+559
+12% +$63.7K 0.49% 71
2020
Q3 		$503K Buy
4,697
+214
+5% +$22.1K 0.46% 75
2020
Q2 		$414K Buy
4,483
+314
+8% +$29.2K 0.41% 84
2020
Q1 		$399K Buy
4,169
+1,043
+33% +$109K 0.48% 67
2019
Q4 		$330K Buy
+3,126
New +$341K 0.32% 94

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

Values First Advisors's EXR Position: Q1 2026 in Review

Values First Advisors increased its Extra Space Storage (EXR) stake by 2.4% in Q1 2026, buying an estimated $13.5K and bringing the position to 4,178 shares worth $548K. The position accounts for 0.29% of the portfolio, ranked #95.

Values First Advisors first reported a position in EXR in Q4 2019 and has held it in 18 quarters since. The position peaked at $765K in Q2 2021. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Values First Advisors held 4,178 shares of Extra Space Storage worth $548K as of Q1 2026.
  • Values First Advisors bought 96 Extra Space Storage shares in Q1 2026, an estimated $13.5K.
  • Extra Space Storage made up 0.29% of Values First Advisors's portfolio in Q1 2026, its #95 holding.
  • Values First Advisors first reported a position in Extra Space Storage in Q4 2019 and has held it in 18 quarters since.
  • Values First Advisors's Extra Space Storage position peaked at $765K in Q2 2021.
  • 763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.