Ballentine Partners’s Extra Space Storage EXR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$201K Buy
+1,384
New +$198K ﹤0.01% 1010
2025
Q3
Sell
-1,493
Closed -$220K 1036
2025
Q2
$220K Buy
+1,493
New +$217K ﹤0.01% 843
2023
Q3
Sell
-1,532
Closed -$228K 622
2023
Q2
$228K Buy
+1,532
New +$230K 0.01% 517

Other funds holding EXR

Ballentine Partners's EXR Position: Q2 2026 in Review

Ballentine Partners opened a new position in Extra Space Storage (EXR) in Q2 2026: 1,384 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #1010 among its holdings. This is a return to the name: Ballentine Partners previously reported a position in EXR as recently as Q2 2025.

Ballentine Partners first reported a position in EXR in Q2 2023 and has held it in 3 quarters since. The position peaked at $228K in Q2 2023. 798 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Ballentine Partners held 1,384 shares of Extra Space Storage worth $201K as of Q2 2026.
  • Extra Space Storage was a new Ballentine Partners position in Q2 2026.
  • Extra Space Storage made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #1010 holding.
  • Ballentine Partners first reported a position in Extra Space Storage in Q2 2023 and has held it in 3 quarters since.
  • Ballentine Partners's Extra Space Storage position peaked at $228K in Q2 2023.
  • 798 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.