Benjamin Edwards Inc’s Extra Space Storage EXR Stock Holding History

Benjamin Edwards Inc’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	$800K	Buy	5,504 +446	+9%	+$63.7K	0.01%	884
2026 Q1	$663K	Buy	5,058 +2,650	+110%	+$374K	0.01%	894
2025 Q4	$314K	Sell	2,408 -2,395	-50%	-$327K	﹤0.01%	1092
2025 Q3	$678K	Buy	4,803 +421	+10%	+$60.5K	0.01%	830
2025 Q2	$646K	Sell	4,382 -377	-8%	-$54.9K	0.01%	764
2025 Q1	$707K	Buy	4,759 +118	+3%	+$17.9K	0.01%	692
2024 Q4	$695K	Buy	4,641 +12	+0.3%	+$1.97K	0.01%	729
2024 Q3	$835K	Buy	4,629 +2,905	+169%	+$490K	0.01%	640
2024 Q2	$268K	Buy	1,724 +104	+6%	+$15.2K	0.05%	308
2024 Q1	$238K	Buy	1,620 +718	+80%	+$105K	0.05%	313
2023 Q4	$145K	Buy	902 +60	+7%	+$7.63K	0.03%	372
2023 Q3	$102K	Buy	842 +85	+11%	+$11.4K	0.02%	391
2023 Q2	$113K	Sell	757 -3	-0.4%	-$451	0.03%	370
2023 Q1	$124K	Buy	+760	New	+$119K	0.03%	341

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

Benjamin Edwards Inc's EXR Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Extra Space Storage (EXR) stake by 8.8% in Q2 2026, buying an estimated $63.7K and bringing the position to 5,504 shares worth $800K. The position accounts for 0.01% of the portfolio, ranked #884.

Benjamin Edwards Inc first reported a position in EXR in Q1 2023 and has held it in 14 quarters since. The position peaked at $835K in Q3 2024. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

Benjamin Edwards Inc held 5,504 shares of Extra Space Storage worth $800K as of Q2 2026.
Benjamin Edwards Inc bought 446 Extra Space Storage shares in Q2 2026, an estimated $63.7K.
Extra Space Storage made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #884 holding.
Benjamin Edwards Inc first reported a position in Extra Space Storage in Q1 2023 and has held it in 14 quarters since.
Benjamin Edwards Inc's Extra Space Storage position peaked at $835K in Q3 2024.
793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.