Bank Julius Baer & Co
EXR icon

Bank Julius Baer & Co’s Extra Space Storage EXR Stock Holding History

Bank Julius Baer & Co’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 		$103K Hold
706
– – ﹤0.01% 542
2026
Q1 		$92.6K Hold
706
– – ﹤0.01% 551
2025
Q4 		$91.9K Hold
706
– – ﹤0.01% 538
2025
Q3 		$99.5K Hold
706
– – ﹤0.01% 536
2025
Q2 		$104K Hold
706
– – ﹤0.01% 492
2025
Q1 		$105K Buy
706
+66
+10% +$10K ﹤0.01% 476
2024
Q4 		$106K Sell
640
-1,156
-64% -$190K ﹤0.01% 468
2024
Q3 		$343K Sell
1,796
-38
-2% -$6.41K ﹤0.01% 364
2024
Q2 		$286K Sell
1,834
-72
-4% -$10.5K ﹤0.01% 323
2024
Q1 		$280K Buy
1,906
+65
+4% +$9.48K ﹤0.01% 372
2023
Q4 		$295K Buy
1,841
+1,248
+210% +$159K ﹤0.01% 368
2023
Q3 		$72K Buy
593
+185
+45% +$24.8K ﹤0.01% 443
2023
Q2 		$61K Buy
408
+142
+53% +$21.4K ﹤0.01% 490
2023
Q1 		$43K Hold
266
– – ﹤0.01% 519
2022
Q4 		$39K Buy
266
+4
+2% +$639 ﹤0.01% 517
2022
Q3 		$45K Sell
262
-4
-2% -$756 ﹤0.01% 506
2022
Q2 		$45K Hold
266
– – ﹤0.01% 527
2022
Q1 		$55K Buy
+266
New +$52.9K ﹤0.01% 515

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 $3.38T AUM 44.17% 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

Bank Julius Baer & Co's EXR Position: Q2 2026 in Review

Bank Julius Baer & Co held its Extra Space Storage (EXR) position steady in Q2 2026 at 706 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Bank Julius Baer & Co first reported a position in EXR in Q1 2022 and has held it in 18 quarters since. The position peaked at $343K in Q3 2024. 802 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Bank Julius Baer & Co held 706 shares of Extra Space Storage worth $103K as of Q2 2026.
  • Bank Julius Baer & Co left its Extra Space Storage share count unchanged in Q2 2026.
  • Extra Space Storage made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #542 holding.
  • Bank Julius Baer & Co first reported a position in Extra Space Storage in Q1 2022 and has held it in 18 quarters since.
  • Bank Julius Baer & Co's Extra Space Storage position peaked at $343K in Q3 2024.
  • 802 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.