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
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
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 $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Bank Julius Baer & Co's EXR Position: Q1 2026 in Review

Bank Julius Baer & Co held its Extra Space Storage (EXR) position steady in Q1 2026 at 706 shares worth $92.6K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Bank Julius Baer & Co first reported a position in EXR in Q1 2022 and has held it in 17 quarters since. The position peaked at $343K in Q3 2024. 765 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Bank Julius Baer & Co held 706 shares of Extra Space Storage worth $92.6K as of Q1 2026.
  • Bank Julius Baer & Co left its Extra Space Storage share count unchanged in Q1 2026.
  • Extra Space Storage made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #551 holding.
  • Bank Julius Baer & Co first reported a position in Extra Space Storage in Q1 2022 and has held it in 17 quarters since.
  • Bank Julius Baer & Co's Extra Space Storage position peaked at $343K in Q3 2024.
  • 765 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.