EXR — EXTRA SPACE STORAGE

Ownership history in EVOKE WEALTH, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which EVOKE WEALTH, LLC reported a position in EXTRA SPACE STORAGE (EXR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.19% (2023 Q4)
Avg. % of fund
0.01%
First filed
2019 Q3
Last filed
2025 Q3
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,987 -456 -18.7% 0.01% $280K $137.65
2025 Q2 REDUCED 2,443 -51,538 -95.5% 0.01% $360K $142.41
2023 Q4 ADDED 53,981 +53,865 +46435.3% 0.19% $8.7M $145.42
2022 Q3 ADDED 116 +37 +46.8% 0.00% $20K $148.45
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    EXR price (monthly, adj. close)

Other funds also holding EXR

As of 2025 Q4 — sorted by position size

Resolution Capital Ltd 3Y 7Y 5.93% Vert Asset Management LLC 3Y 4.48% Hazelview Securities Inc. 3Y 7Y 4.28% GSI Capital Advisors LLC 3Y 7Y 4.08% CENTERSQUARE INVESTMENT MANAGEMENT LLC 3Y 7Y 3.9% COHEN & STEERS, INC. 3Y 7Y 3.76% Masterton Capital Management, LP 3Y 3.07% PGGM Investments 3Y 7Y 2.91% APG Asset Management US Inc. 3Y 7Y 2.64% Ruffer LLP 3Y 7Y 2.29%
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