BOK Financial Private Wealth’s Extra Space Storage EXR Stock Holding History

BOK Financial Private Wealth’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	$5.52K	Buy	38 +31	+443%	+$4.43K	﹤0.01%	477
2026 Q1	$918	Hold	7	–	–	﹤0.01%	411
2025 Q4	$912	Hold	7	–	–	﹤0.01%	444
2025 Q3	$987	Hold	7	–	–	﹤0.01%	374
2025 Q2	$1.03K	Hold	7	–	–	﹤0.01%	412
2025 Q1	$1.04K	Hold	7	–	–	﹤0.01%	458
2024 Q4	$1.05K	Sell	7 -34	-83%	-$5.58K	﹤0.01%	503
2024 Q3	$7.39K	Hold	41	–	–	﹤0.01%	414
2024 Q2	$6.37K	Hold	41	–	–	﹤0.01%	393
2024 Q1	$6.03K	Sell	41 -995	-96%	-$145K	﹤0.01%	391
2023 Q4	$166K	Sell	1,036 -6,291	-86%	-$800K	0.01%	174
2023 Q3	$891K	Buy	+7,327	New	+$984K	0.08%	96

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

BOK Financial Private Wealth's EXR Position: Q2 2026 in Review

BOK Financial Private Wealth increased its Extra Space Storage (EXR) stake by 443% in Q2 2026, buying an estimated $4.43K and bringing the position to 38 shares worth $5.52K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

BOK Financial Private Wealth first reported a position in EXR in Q3 2023 and has held it in 12 quarters since. The position peaked at $891K in Q3 2023. 799 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

BOK Financial Private Wealth held 38 shares of Extra Space Storage worth $5.52K as of Q2 2026.
BOK Financial Private Wealth bought 31 Extra Space Storage shares in Q2 2026, an estimated $4.43K.
Extra Space Storage made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #477 holding.
BOK Financial Private Wealth first reported a position in Extra Space Storage in Q3 2023 and has held it in 12 quarters since.
BOK Financial Private Wealth's Extra Space Storage position peaked at $891K in Q3 2023.
799 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.