McDonough Capital Management, Inc EXR — EXTRA SPACE STORAGE INC

Ownership history in McDonough Capital Management, Inc  ·  17 quarters on record

AI Ownership Summary

McDonough Capital Management, Inc reported EXTRA SPACE STORAGE INC (EXR) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.03% in 2024 Q3. The latest visible filing shows EXR at 0.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EXR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was McDonough Capital Management, Inc's position in EXTRA SPACE STORAGE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EXR was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.03% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EXR stock page McDonough Capital Management, Inc fund profile McDonough Capital Management, Inc full holdings
How McDonough Capital Management, Inc held EXR — position size vs. price
% of Fund (quarterly)    EXR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 48.2% +1.9% ❌ 3,556 -3,307 -48.2% 0.23% $463K 2026-02-14 (Est.) $144.68
2025 Q3 REDUCED 6.2% -6.1% ✅ 6,863 -453 -6.2% 0.49% $967K 2025-11-14 $129.80
2025 Q2 REDUCED — — — 7,316 -366 -4.8% 0.60% $1.1M 2025-08-11 $130.62
2025 Q1 REDUCED 14.5% +0.4% ❌ 7,682 -1,301 -14.5% 0.75% $1.1M 2025-04-14 $131.53
2024 Q4 ADDED — — — 8,983 +639 +7.7% 0.83% $1.3M 2025-02-06 $147.42
2024 Q3 ADDED — — — 8,344 +275 +3.4% 1.03% $1.5M 2024-11-14 $152.81
2024 Q2 ADDED — — — 8,069 +1,043 +14.8% 0.91% $1.3M 2024-08-13 $153.75
2024 Q1 ADDED — — — 7,026 +401 +6.1% 0.82% $1.0M 2024-05-15 $139.47
2023 Q4 REDUCED — — — 6,625 -199 -2.9% 0.92% $1.1M 2024-02-14 $126.62
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EXR

As of 2026 Q1 — sorted by position size

Vert Asset Management LLC 3Y 4.38% Jacobsen Capital Management 3Y 1.71% Pensionfund PDN 3Y 7Y 1.69% Pensionfund Sabic 3Y 7Y 1.56% RD Lewis Holdings, Inc. 1.36% CHIRON CAPITAL MANAGEMENT, LLC 3Y 0.61% Aegis Wealth Management, Inc. 0.58% Hummer Financial Advisory Services Inc 3Y 0.55% Paladin Wealth, LLC 0.38% Gradient Investments LLC 3Y 7Y 0.33%

FAQ About McDonough Capital Management, Inc and EXR

These are the practical questions this page is built to answer before you even open the full history table.

How long has McDonough Capital Management, Inc reported owning EXR?

McDonough Capital Management, Inc reported EXR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported EXR position in McDonough Capital Management, Inc's portfolio?

The largest reported portfolio weight for EXR was 1.03% in 2024 Q3.

What is the latest reported EXR position on this page?

The most recent filing on this page is 2025 Q4, when McDonough Capital Management, Inc reported 3,556 shares, equal to 0.23% of portfolio, with an estimated market value of $463K.

What does the chart on this EXR ownership page compare?

The chart compares McDonough Capital Management, Inc's quarterly EXR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did McDonough Capital Management, Inc time their EXR position?

Based on 13F filing dates vs. subsequent EXR price moves, McDonough Capital Management, Inc correctly timed 5 out of 16 reported position changes (31%). The annualised alpha on EXR relative to SPY over the holding period was -14.5%.

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