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Beacon Pointe Advisors’s Extra Space Storage EXR Stock Holding History

Beacon Pointe Advisors’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 		$1.32M Buy
+9,069
New +$1.3M 0.01% 917
2024
Q3 		– Sell
-1,555
Closed -$242K – 1254
2024
Q2 		$242K Sell
1,555
-63
-4% -$9.18K ﹤0.01% 1125
2024
Q1 		$238K Sell
1,618
-512
-24% -$74.7K ﹤0.01% 1192
2023
Q4 		$341K Buy
2,130
+373
+21% +$47.4K ﹤0.01% 1036
2023
Q3 		$214K Buy
+1,757
New +$236K ﹤0.01% 1204
2022
Q2 		– Sell
-1,256
Closed -$258K – 1099
2022
Q1 		$258K Buy
+1,256
New +$250K ﹤0.01% 1035

Other funds holding EXR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Beacon Pointe Advisors's EXR Position: Q2 2026 in Review

Beacon Pointe Advisors opened a new position in Extra Space Storage (EXR) in Q2 2026: 9,069 shares worth $1.32M. The stake represents 0.01% of the portfolio and ranks #917 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in EXR as recently as Q2 2024.

Beacon Pointe Advisors first reported a position in EXR in Q1 2022 and has held it in 6 quarters since. 798 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Beacon Pointe Advisors held 9,069 shares of Extra Space Storage worth $1.32M as of Q2 2026.
  • Extra Space Storage was a new Beacon Pointe Advisors position in Q2 2026.
  • Extra Space Storage made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #917 holding.
  • Beacon Pointe Advisors first reported a position in Extra Space Storage in Q1 2022 and has held it in 6 quarters since.
  • 798 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.