Bellevue Asset Management’s Extra Space Storage EXR Stock Holding History

Bellevue Asset 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	$137K	Hold	944	–	–	0.06%	103
2026 Q1	$124K	Buy	944 +2	+0.2%	+$282	0.06%	99
2025 Q4	$123K	Hold	942	–	–	0.04%	100
2025 Q3	$133K	Hold	942	–	–	0.06%	95
2025 Q2	$139K	Buy	942 +1	+0.1%	+$146	0.07%	91
2025 Q1	$140K	Buy	941 +1	+0.1%	+$152	0.08%	85
2024 Q4	$141K	Hold	940	–	–	0.07%	85
2024 Q3	$169K	Buy	940 +1	+0.1%	+$169	0.09%	74
2024 Q2	$146K	Hold	939	–	–	0.08%	82
2024 Q1	$138K	Buy	939 +1	+0.1%	+$146	0.08%	84
2023 Q4	$150K	Hold	938	–	–	0.13%	75
2023 Q3	$114K	Buy	+938	New	+$126K	0.08%	80

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

Bellevue Asset Management's EXR Position: Q2 2026 in Review

Bellevue Asset Management held its Extra Space Storage (EXR) position steady in Q2 2026 at 944 shares worth $137K. The position accounts for 0.06% of the portfolio, ranked #103.

Bellevue Asset Management first reported a position in EXR in Q3 2023 and has held it in 12 quarters since. The position peaked at $169K in Q3 2024. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

Bellevue Asset Management held 944 shares of Extra Space Storage worth $137K as of Q2 2026.
Bellevue Asset Management left its Extra Space Storage share count unchanged in Q2 2026.
Extra Space Storage made up 0.06% of Bellevue Asset Management's portfolio in Q2 2026, its #103 holding.
Bellevue Asset Management first reported a position in Extra Space Storage in Q3 2023 and has held it in 12 quarters since.
Bellevue Asset Management's Extra Space Storage position peaked at $169K in Q3 2024.
793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.