Atomi Financial Group’s Extra Space Storage EXR Stock Holding History

Atomi Financial Group’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 Q1	$211K	Buy	+1,606	New	+$226K	0.01%	1131
2025 Q4	–	Sell	-1,697	Closed	-$239K	–	1234
2025 Q3	$239K	Buy	1,697 +6	+0.4%	+$862	0.01%	1021
2025 Q2	$249K	Buy	1,691 +290	+21%	+$42.2K	0.01%	921
2025 Q1	$208K	Buy	+1,401	New	+$212K	0.01%	960
2024 Q4	–	Sell	-1,363	Closed	-$246K	–	984
2024 Q3	$246K	Buy	+1,363	New	+$230K	0.02%	761

Other funds holding EXR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Atomi Financial Group's EXR Position: Q1 2026 in Review

Atomi Financial Group opened a new position in Extra Space Storage (EXR) in Q1 2026: 1,606 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #1131 among its holdings. This is a return to the name: Atomi Financial Group previously reported a position in EXR as recently as Q3 2025.

Atomi Financial Group first reported a position in EXR in Q3 2024 and has held it in 5 quarters since. The position peaked at $249K in Q2 2025. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

Atomi Financial Group held 1,606 shares of Extra Space Storage worth $211K as of Q1 2026.
Extra Space Storage was a new Atomi Financial Group position in Q1 2026.
Extra Space Storage made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #1131 holding.
Atomi Financial Group first reported a position in Extra Space Storage in Q3 2024 and has held it in 5 quarters since.
Atomi Financial Group's Extra Space Storage position peaked at $249K in Q2 2025.
763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.