Bank of Montreal
EXR icon

Bank of Montreal’s Extra Space Storage EXR Stock Holding History

Bank of Montreal’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
2023
Q4 		– Sell
-2,100
Closed -$269K – 4074
2023
Q3 		$269K Buy
+2,100
New +$282K ﹤0.01% 2886

Other funds holding EXR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Bank of Montreal's EXR Position: Q2 2026 in Review

Bank of Montreal increased its Extra Space Storage (EXR) stake by 34% in Q2 2026, buying an estimated $5.75M and bringing the position to 159,331 shares worth $23.2M. The position accounts for 0.01% of the portfolio, ranked #873.

Bank of Montreal first reported a position in EXR in Q2 2013 and has held it in 53 quarters since. The position peaked at $70M in Q2 2021. 544 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Bank of Montreal held 159,331 shares of Extra Space Storage worth $23.2M as of Q2 2026.
  • Bank of Montreal bought 40,242 Extra Space Storage shares in Q2 2026, an estimated $5.75M.
  • Extra Space Storage made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #873 holding.
  • Bank of Montreal first reported a position in Extra Space Storage in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's Extra Space Storage position peaked at $70M in Q2 2021.
  • 544 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.