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Blue Trust Inc’s Extra Space Storage EXR Stock Holding History

Blue Trust 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 		$55.1K Sell
379
-4
-1% -$572 ﹤0.01% 1308
2026
Q1 		$50.2K Sell
383
-252
-40% -$35.5K ﹤0.01% 1328
2025
Q4 		$82.6K Sell
635
-159
-20% -$21.7K ﹤0.01% 1149
2025
Q3 		$112K Sell
794
-74
-9% -$10.6K ﹤0.01% 1018
2025
Q2 		$128K Buy
868
+29
+3% +$4.22K ﹤0.01% 939
2025
Q1 		$125K Buy
839
+15
+2% +$2.27K ﹤0.01% 899
2024
Q4 		$123K Sell
824
-72
-8% -$11.8K ﹤0.01% 852
2024
Q3 		$139K Buy
896
+659
+278% +$111K ﹤0.01% 1045
2024
Q2 		$34.8K Buy
237
+200
+541% +$29.2K ﹤0.01% 1418
2024
Q1 		$5.44K Sell
37
-127
-77% -$18.5K ﹤0.01% 1621
2023
Q4 		$20K Sell
164
-89
-35% -$11.3K ﹤0.01% 1284
2023
Q3 		$38K Buy
253
+17
+7% +$2.28K ﹤0.01% 942
2023
Q2 		$39K Sell
236
-93
-28% -$14K ﹤0.01% 780
2023
Q1 		$48K Sell
329
-55
-14% -$8.64K ﹤0.01% 1051
2022
Q4 		$66K Buy
384
+153
+66% +$24.5K ﹤0.01% 814
2022
Q3 		$40K Buy
231
+61
+36% +$11.5K ﹤0.01% 841
2022
Q2 		$35K Buy
+170
New +$31.5K ﹤0.01% 792

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

Blue Trust Inc's EXR Position: Q2 2026 in Review

Blue Trust Inc reduced its Extra Space Storage (EXR) stake by 1% in Q2 2026, selling an estimated $572 and leaving 379 shares worth $55.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

Blue Trust Inc first reported a position in EXR in Q2 2022 and has held it in 17 quarters since. The position peaked at $139K in Q3 2024. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Blue Trust Inc held 379 shares of Extra Space Storage worth $55.1K as of Q2 2026.
  • Blue Trust Inc sold 4 Extra Space Storage shares in Q2 2026, an estimated $572.
  • Extra Space Storage made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1308 holding.
  • Blue Trust Inc first reported a position in Extra Space Storage in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Extra Space Storage position peaked at $139K in Q3 2024.
  • 793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.