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Aviso Financial’s Extra Space Storage EXR Stock Holding History

Aviso 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
Q1 		– Sell
-13
Closed -$1.69K – 358
2025
Q4 		$1.69K Hold
13
– – ﹤0.01% 325
2025
Q3 		$1.83K Sell
13
-5,422
-100% -$779K ﹤0.01% 326
2025
Q2 		$801K Buy
5,435
+917
+20% +$133K 0.04% 171
2025
Q1 		$671K Sell
4,518
-548
-11% -$83.1K 0.03% 181
2024
Q4 		$758K Buy
+5,066
New +$831K 0.04% 176

Other funds holding EXR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aviso Financial's EXR Position: Q1 2026 in Review

Aviso Financial sold out of Extra Space Storage (EXR) in Q1 2026, closing a stake of 13 shares — an estimated $1.69K sold.

Aviso Financial first reported a position in EXR in Q4 2024 and held it in 5 quarters. The position peaked at $801K in Q2 2025. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Aviso Financial reported no remaining Extra Space Storage position as of Q1 2026 after selling out during the quarter.
  • Aviso Financial sold 13 Extra Space Storage shares in Q1 2026, an estimated $1.69K.
  • Aviso Financial first reported a position in Extra Space Storage in Q4 2024 and held it in 5 quarters.
  • Aviso Financial's Extra Space Storage position peaked at $801K in Q2 2025.
  • 763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

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