Rothwell Investment Advisors, LLC’s Extra Space Storage EXR Stock Holding History

Rothwell Investment Advisors, LLC’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	$8.05K	Buy	+61	New	+$8.76K	﹤0.01%	812

Other funds holding EXR

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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Rothwell Investment Advisors, LLC's EXR Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Extra Space Storage (EXR) in Q3 2026: 61 shares worth $8.05K. The stake represents ﹤0.01% of the portfolio and ranks #812 among its holdings.

368 funds tracked by Wall St. Rank hold EXR as of Q3 2026.

Rothwell Investment Advisors, LLC held 61 shares of Extra Space Storage worth $8.05K as of Q3 2026.
Extra Space Storage was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Extra Space Storage made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #812 holding.
368 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.