Bartlett & Co Wealth Management’s Extra Space Storage EXR Stock Holding History

Bartlett & Co Wealth Management’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	$119K	Buy	853 +5	+0.6%	+$705	﹤0.01%	537
2025 Q4	$110K	Buy	848 +41	+5%	+$5.59K	﹤0.01%	544
2025 Q3	$114K	Sell	807 -369	-31%	-$53K	﹤0.01%	534
2025 Q2	$173K	Sell	1,176 -1	-0.1%	-$146	﹤0.01%	463
2025 Q1	$175K	Buy	1,177 +1	+0.1%	+$152	﹤0.01%	460
2024 Q4	$176K	Hold	1,176	–	–	﹤0.01%	461
2024 Q3	$212K	Hold	1,176	–	–	﹤0.01%	431
2024 Q2	$183K	Sell	1,176 -300	-20%	-$43.7K	﹤0.01%	448
2024 Q1	$217K	Hold	1,476	–	–	﹤0.01%	443
2023 Q4	$242K	Hold	1,476	–	–	﹤0.01%	446
2023 Q3	$179K	Buy	+1,476	New	+$198K	﹤0.01%	462

Other funds holding EXR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bartlett & Co Wealth Management's EXR Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its Extra Space Storage (EXR) stake by 0.59% in Q1 2026, buying an estimated $705 and bringing the position to 853 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Bartlett & Co Wealth Management first reported a position in EXR in Q3 2023 and has held it in 11 quarters since. The position peaked at $242K in Q4 2023. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

Bartlett & Co Wealth Management held 853 shares of Extra Space Storage worth $119K as of Q1 2026.
Bartlett & Co Wealth Management bought 5 Extra Space Storage shares in Q1 2026, an estimated $705.
Extra Space Storage made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #537 holding.
Bartlett & Co Wealth Management first reported a position in Extra Space Storage in Q3 2023 and has held it in 11 quarters since.
Bartlett & Co Wealth Management's Extra Space Storage position peaked at $242K in Q4 2023.
763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.