VestGen Advisors
EXR icon

VestGen Advisors’s Extra Space Storage EXR Stock Holding History

VestGen 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
-1,503
Closed -$218K – 1100
2026
Q2 		$218K Sell
1,503
-128
-8% -$18.3K 0.01% 995
2026
Q1 		$236K Buy
+1,631
New +$230K 0.01% 945

Other funds holding EXR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
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

VestGen Advisors's EXR Position: Q3 2026 in Review

VestGen Advisors sold out of Extra Space Storage (EXR) in Q3 2026, closing a stake of 1,503 shares — an estimated $218K sold.

VestGen Advisors first reported a position in EXR in Q1 2026 and held it in 2 quarters. The position peaked at $236K in Q1 2026. 401 funds tracked by Wall St. Rank hold EXR as of Q3 2026.

  • VestGen Advisors reported no remaining Extra Space Storage position as of Q3 2026 after selling out during the quarter.
  • VestGen Advisors sold 1,503 Extra Space Storage shares in Q3 2026, an estimated $218K.
  • VestGen Advisors first reported a position in Extra Space Storage in Q1 2026 and held it in 2 quarters.
  • VestGen Advisors's Extra Space Storage position peaked at $236K in Q1 2026.
  • 401 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.