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Allworth Financial’s Extra Space Storage EXR Stock Holding History

Allworth Financial’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 		$394K Sell
2,710
-372
-12% -$53.2K ﹤0.01% 1102
2026
Q1 		$404K Buy
3,082
+278
+10% +$39.2K ﹤0.01% 1047
2025
Q4 		$365K Sell
2,804
-890
-24% -$121K ﹤0.01% 1069
2025
Q3 		$521K Buy
3,694
+254
+7% +$36.5K ﹤0.01% 879
2025
Q2 		$507K Buy
3,440
+59
+2% +$8.59K ﹤0.01% 844
2025
Q1 		$480K Sell
3,381
-628
-16% -$95.2K ﹤0.01% 693
2024
Q4 		$602K Sell
4,009
-176
-4% -$28.9K ﹤0.01% 647
2024
Q3 		$754K Sell
4,185
-69
-2% -$11.6K ﹤0.01% 491
2024
Q2 		$698K Buy
4,254
+1,458
+52% +$213K ﹤0.01% 494
2024
Q1 		$411K Buy
2,796
+1,476
+112% +$215K ﹤0.01% 593
2023
Q4 		$212K Sell
1,320
-419
-24% -$53.3K ﹤0.01% 715
2023
Q3 		$211K Sell
1,739
-160
-8% -$21.5K ﹤0.01% 671
2023
Q2 		$283K Sell
1,899
-103
-5% -$15.5K ﹤0.01% 617
2023
Q1 		$326K Sell
2,002
-87
-4% -$13.7K ﹤0.01% 551
2022
Q4 		$308K Sell
2,089
-13
-0.6% -$2.08K ﹤0.01% 553
2022
Q3 		$363K Buy
2,102
+287
+16% +$54.3K ﹤0.01% 479
2022
Q2 		$309K Sell
1,815
-86
-5% -$15.9K ﹤0.01% 482
2022
Q1 		$391K Buy
1,901
+1,898
+63,267% +$377K 0.01% 437
2021
Q4 		$1K Sell
3
-61
-95% -$12.1K ﹤0.01% 1813
2021
Q3 		$11K Buy
+64
New +$11.3K ﹤0.01% 1272

Other funds holding EXR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allworth Financial's EXR Position: Q2 2026 in Review

Allworth Financial reduced its Extra Space Storage (EXR) stake by 12% in Q2 2026, selling an estimated $53.2K and leaving 2,710 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

Allworth Financial first reported a position in EXR in Q3 2021 and has held it in 20 quarters since. The position peaked at $754K in Q3 2024. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Allworth Financial held 2,710 shares of Extra Space Storage worth $394K as of Q2 2026.
  • Allworth Financial sold 372 Extra Space Storage shares in Q2 2026, an estimated $53.2K.
  • Extra Space Storage made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1102 holding.
  • Allworth Financial first reported a position in Extra Space Storage in Q3 2021 and has held it in 20 quarters since.
  • Allworth Financial's Extra Space Storage position peaked at $754K in Q3 2024.
  • 793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.