BFS
EXR icon

Bare Financial Services’s Extra Space Storage EXR Stock Holding History

Bare Financial Services’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 		$393 Sell
3
-1
-25% -$141 ﹤0.01% 1662
2025
Q4 		$521 Sell
4
-15
-79% -$2.04K ﹤0.01% 1369
2025
Q3 		$2.68K Hold
19
– – ﹤0.01% 740
2025
Q2 		$2.8K Buy
19
+10
+111% +$1.46K ﹤0.01% 691
2025
Q1 		$1.34K Buy
+9
New +$1.36K ﹤0.01% 454

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

Bare Financial Services's EXR Position: Q1 2026 in Review

Bare Financial Services reduced its Extra Space Storage (EXR) stake by 25% in Q1 2026, selling an estimated $141 and leaving 3 shares worth $393. The position accounts for ﹤0.01% of the portfolio, ranked #1662.

Bare Financial Services first reported a position in EXR in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.8K in Q2 2025. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Bare Financial Services held 3 shares of Extra Space Storage worth $393 as of Q1 2026.
  • Bare Financial Services sold 1 Extra Space Storage share in Q1 2026, an estimated $141.
  • Extra Space Storage made up ﹤0.01% of Bare Financial Services's portfolio in Q1 2026, its #1662 holding.
  • Bare Financial Services first reported a position in Extra Space Storage in Q1 2025 and has held it in 5 quarters since.
  • Bare Financial Services's Extra Space Storage position peaked at $2.8K in Q2 2025.
  • 763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

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