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Bell Investment Advisors’s Extra Space Storage EXR Stock Holding History

Bell Investment 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 		$18.2K Sell
125
-1
-0.8% -$143 ﹤0.01% 502
2026
Q1 		$16.5K Hold
126
– – ﹤0.01% 507
2025
Q4 		$16.4K Buy
126
+72
+133% +$9.82K ﹤0.01% 513
2025
Q3 		$7.61K Sell
54
-18
-25% -$2.58K ﹤0.01% 744
2025
Q2 		$10.6K Buy
72
+7
+11% +$1.02K ﹤0.01% 650
2025
Q1 		$9.65K Hold
65
– – ﹤0.01% 621
2024
Q4 		$9.72K Buy
65
+10
+18% +$1.64K ﹤0.01% 618
2024
Q3 		$9.91K Sell
55
-4
-7% -$675 ﹤0.01% 629
2024
Q2 		$9.17K Buy
59
+6
+11% +$875 ﹤0.01% 651
2024
Q1 		$7.79K Buy
53
+4
+8% +$583 ﹤0.01% 696
2023
Q4 		$7.86K Sell
49
-5
-9% -$636 ﹤0.01% 651
2023
Q3 		$6.57K Sell
54
-34
-39% -$4.56K ﹤0.01% 677
2023
Q2 		$13.1K Sell
88
-9
-9% -$1.35K ﹤0.01% 423
2023
Q1 		$15.8K Sell
97
-4
-4% -$629 ﹤0.01% 353
2022
Q4 		$14.9K Buy
101
+9
+10% +$1.44K ﹤0.01% 367
2022
Q3 		$16K Buy
92
+28
+44% +$5.29K 0.01% 298
2022
Q2 		$11K Buy
+64
New +$11.9K ﹤0.01% 398
2021
Q4 		$13K Hold
59
– – ﹤0.01% 407
2021
Q3 		$10K Buy
+59
New +$10.4K ﹤0.01% 448

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

Bell Investment Advisors's EXR Position: Q2 2026 in Review

Bell Investment Advisors reduced its Extra Space Storage (EXR) stake by 0.79% in Q2 2026, selling an estimated $143 and leaving 125 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Bell Investment Advisors first reported a position in EXR in Q3 2021 and has held it in 19 quarters since. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Bell Investment Advisors held 125 shares of Extra Space Storage worth $18.2K as of Q2 2026.
  • Bell Investment Advisors sold 1 Extra Space Storage share in Q2 2026, an estimated $143.
  • Extra Space Storage made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #502 holding.
  • Bell Investment Advisors first reported a position in Extra Space Storage in Q3 2021 and has held it in 19 quarters since.
  • 793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.