Vert Asset Management
EXR icon

Vert Asset Management’s Extra Space Storage EXR Stock Holding History

Vert Asset 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
Q3 		$14M Sell
106,630
-2,981
-3% -$428K 4.15% 10
2026
Q2 		$15.9M Buy
109,611
+4,387
+4% +$627K 4.36% 9
2026
Q1 		$13.8M Buy
105,224
+1,732
+2% +$244K 4.38% 9
2025
Q4 		$13.5M Buy
103,492
+6,571
+7% +$896K 4.48% 8
2025
Q3 		$13.7M Buy
96,921
+3,521
+4% +$506K 4.59% 9
2025
Q2 		$13.8M Sell
93,400
-5,870
-6% -$854K 5.02% 7
2025
Q1 		$14.7M Buy
99,270
+5,797
+6% +$879K 5.07% 7
2024
Q4 		$14M Buy
93,473
+6,910
+8% +$1.13M 4.79% 7
2024
Q3 		$15.6M Buy
86,563
+1,288
+2% +$217K 5.38% 7
2024
Q2 		$13.3M Sell
85,275
-1,220
-1% -$178K 5.28% 7
2024
Q1 		$12.7M Buy
86,495
+973
+1% +$142K 5.35% 7
2023
Q4 		$13.7M Buy
85,522
+11,612
+16% +$1.48M 5.91% 7
2023
Q3 		$8.99M Buy
73,910
+20,617
+39% +$2.77M 4.56% 8
2023
Q2 		$7.93M Buy
53,293
+4,344
+9% +$654K 4.06% 9
2023
Q1 		$7.98M Buy
48,949
+19,651
+67% +$3.09M 4.7% 7
2022
Q4 		$4.31M Sell
29,298
-302
-1% -$48.3K 3.84% 10
2022
Q3 		$5.11M Buy
29,600
+3,799
+15% +$718K 4.85% 9
2022
Q2 		$4.39M Buy
25,801
+1,369
+6% +$254K 4.06% 9
2022
Q1 		$5.02M Buy
24,432
+2,212
+10% +$440K 4.05% 10
2021
Q4 		$5.04M Buy
+22,220
New +$4.4M 4.15% 10

Other funds holding EXR

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Vert Asset Management's EXR Position: Q3 2026 in Review

Vert Asset Management reduced its Extra Space Storage (EXR) stake by 2.7% in Q3 2026, selling an estimated $428K and leaving 106,630 shares worth $14M. The position accounts for 4.15% of the portfolio, ranked #10.

Vert Asset Management first reported a position in EXR in Q4 2021 and has held it in 20 quarters since. The position peaked at $15.9M in Q2 2026. 257 funds tracked by Wall St. Rank hold EXR as of Q3 2026.

  • Vert Asset Management held 106,630 shares of Extra Space Storage worth $14M as of Q3 2026.
  • Vert Asset Management sold 2,981 Extra Space Storage shares in Q3 2026, an estimated $428K.
  • Extra Space Storage made up 4.15% of Vert Asset Management's portfolio in Q3 2026, its #10 holding.
  • Vert Asset Management first reported a position in Extra Space Storage in Q4 2021 and has held it in 20 quarters since.
  • Vert Asset Management's Extra Space Storage position peaked at $15.9M in Q2 2026.
  • 257 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2026.

Based on Vert Asset Management's 13F filing for Q3 2026, filed 28 Oct 2026.