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Livermore
Livermore
ZHEN

Capital Analysts, LLC

SEC CIK
0001624758
Latest filing
Aug 5, 2026

EXR holding history

Extra Space Storage Inc. in every 13F filed by Capital Analysts, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EXR overviewAll 13F holders of EXRFull Q2 2026 holdings

Shares (Q2 2026)
1,320
Value
$192.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of EXR by Capital Analysts, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,320$192.0K<0.1%−86−6.1%ReducedHolders
Q1 20261,406$184.0K<0.1%−207−12.8%ReducedHolders
Q4 20251,613$210.0K<0.1%+1+0.1%AddedHolders
Q3 20251,612$227.0K<0.1%−49−3.0%ReducedHolders
Q2 20251,661$245.0K<0.1%−47−2.8%ReducedHolders
Q1 20251,708$254.0K<0.1%+1,336+359.1%AddedHolders
Q4 2024372$56.0K<0.1%+7+1.9%AddedHolders
Q3 2024365$66.0K<0.1%00.0%UnchangedHolders
Q2 2024365$57.0K<0.1%−4−1.1%ReducedHolders
Q1 2024369$54.0K<0.1%00.0%UnchangedHolders
Q4 2023369$59.0K<0.1%−3,119−89.4%ReducedHolders
Q3 20233,488$424.0K<0.1%+189+5.7%AddedHolders
Q2 20233,299$491.0K<0.1%+1,036+45.8%AddedHolders
Q1 20232,263$369.0K<0.1%+2,096+1,255.1%AddedHolders
Q4 2022167$25.0K<0.1%−1−0.6%ReducedHolders
Q3 2022168$29.0K<0.1%+20+13.5%AddedHolders
Q2 2022148$25.0K<0.1%00.0%UnchangedHolders
Q1 2022148$30.0K<0.1%+1+0.7%AddedHolders
Q4 2021147$33.0K<0.1%+1+0.7%AddedHolders
Q3 2021146$25.0K<0.1%−245−62.7%ReducedHolders
Q2 2021391$64.0K<0.1%−11−2.7%ReducedHolders
Q1 2021402$53.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.