BCO Wealth Management’s Extra Space Storage EXR Stock Holding History

BCO 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 Q2	$499K	Hold	3,437	–	–	0.27%	24
2026 Q1	$451K	Hold	3,437	–	–	0.27%	23
2025 Q4	$448K	Hold	3,437	–	–	0.27%	23
2025 Q3	$484K	Hold	3,437	–	–	0.32%	20
2025 Q2	$507K	Buy	3,437 +13	+0.4%	+$1.89K	0.36%	17
2025 Q1	$508K	Hold	3,424	–	–	0.4%	18
2024 Q4	$512K	Buy	+3,424	New	+$561K	0.43%	19

Other funds holding EXR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BCO Wealth Management's EXR Position: Q2 2026 in Review

BCO Wealth Management held its Extra Space Storage (EXR) position steady in Q2 2026 at 3,437 shares worth $499K. The position accounts for 0.27% of the portfolio, ranked #24.

BCO Wealth Management first reported a position in EXR in Q4 2024 and has held it in 7 quarters since. The position peaked at $512K in Q4 2024. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

BCO Wealth Management held 3,437 shares of Extra Space Storage worth $499K as of Q2 2026.
BCO Wealth Management left its Extra Space Storage share count unchanged in Q2 2026.
Extra Space Storage made up 0.27% of BCO Wealth Management's portfolio in Q2 2026, its #24 holding.
BCO Wealth Management first reported a position in Extra Space Storage in Q4 2024 and has held it in 7 quarters since.
BCO Wealth Management's Extra Space Storage position peaked at $512K in Q4 2024.
793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on BCO Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.