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 Q2	$736K	Buy	5,063 +885	+21%	+$126K	0.34%	89
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Values First Advisors's EXR Position: Q2 2026 in Review

Values First Advisors increased its Extra Space Storage (EXR) stake by 21% in Q2 2026, buying an estimated $126K and bringing the position to 5,063 shares worth $736K. The position accounts for 0.34% of the portfolio, ranked #89.

Values First Advisors first reported a position in EXR in Q4 2019 and has held it in 19 quarters since. The position peaked at $765K in Q2 2021. 798 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

Values First Advisors held 5,063 shares of Extra Space Storage worth $736K as of Q2 2026.
Values First Advisors bought 885 Extra Space Storage shares in Q2 2026, an estimated $126K.
Extra Space Storage made up 0.34% of Values First Advisors's portfolio in Q2 2026, its #89 holding.
Values First Advisors first reported a position in Extra Space Storage in Q4 2019 and has held it in 19 quarters since.
Values First Advisors's Extra Space Storage position peaked at $765K in Q2 2021.
798 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.