1620 Investment Advisors’s Extra Space Storage EXR Stock Holding History

1620 Investment 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 Q2	$5.96K	Sell	41 -3	-7%	-$429	﹤0.01%	544
2026 Q1	$5.77K	Hold	44	–	–	﹤0.01%	518
2025 Q4	$5.73K	Sell	44 -19	-30%	-$2.59K	﹤0.01%	509
2025 Q3	$8.88K	Buy	63 +45	+250%	+$6.46K	0.01%	468
2025 Q2	$2.65K	Buy	+18	New	+$2.62K	﹤0.01%	580

Other funds holding EXR

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

1620 Investment Advisors's EXR Position: Q2 2026 in Review

1620 Investment Advisors reduced its Extra Space Storage (EXR) stake by 6.8% in Q2 2026, selling an estimated $429 and leaving 41 shares worth $5.96K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

1620 Investment Advisors first reported a position in EXR in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.88K in Q3 2025. 138 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

1620 Investment Advisors held 41 shares of Extra Space Storage worth $5.96K as of Q2 2026.
1620 Investment Advisors sold 3 Extra Space Storage shares in Q2 2026, an estimated $429.
Extra Space Storage made up ﹤0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #544 holding.
1620 Investment Advisors first reported a position in Extra Space Storage in Q2 2025 and has held it in 5 quarters since.
1620 Investment Advisors's Extra Space Storage position peaked at $8.88K in Q3 2025.
138 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.