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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BOK Financial Private Wealth's EXR Position: Q1 2026 in Review

BOK Financial Private Wealth held its Extra Space Storage (EXR) position steady in Q1 2026 at 7 shares worth $918. The position accounts for ﹤0.01% of the portfolio, ranked #411.

BOK Financial Private Wealth first reported a position in EXR in Q3 2023 and has held it in 11 quarters since. The position peaked at $891K in Q3 2023. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

BOK Financial Private Wealth held 7 shares of Extra Space Storage worth $918 as of Q1 2026.
BOK Financial Private Wealth left its Extra Space Storage share count unchanged in Q1 2026.
Extra Space Storage made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #411 holding.
BOK Financial Private Wealth first reported a position in Extra Space Storage in Q3 2023 and has held it in 11 quarters since.
BOK Financial Private Wealth's Extra Space Storage position peaked at $891K in Q3 2023.
763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.