Brown Financial Advisors’s Extra Space Storage EXR Stock Holding History

Brown Financial Advisors’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	$1.05M	Sell	8,007 -1,210	-13%	-$171K	0.4%	78
2025 Q4	$1.2M	Sell	9,217 -1,465	-14%	-$200K	0.44%	75
2025 Q3	$1.51M	Sell	10,682 -972	-8%	-$140K	0.56%	64
2025 Q2	$1.72M	Buy	11,654 +274	+2%	+$39.9K	0.67%	54
2025 Q1	$1.69M	Buy	11,380 +1,714	+18%	+$260K	0.7%	53
2024 Q4	$1.45M	Buy	9,666 +532	+6%	+$87.2K	0.58%	53
2024 Q3	$1.65M	Buy	9,134 +3,731	+69%	+$630K	0.68%	47
2024 Q2	$840K	Buy	+5,403	New	+$788K	0.38%	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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brown Financial Advisors's EXR Position: Q1 2026 in Review

Brown Financial Advisors reduced its Extra Space Storage (EXR) stake by 13% in Q1 2026, selling an estimated $171K and leaving 8,007 shares worth $1.05M. The position accounts for 0.4% of the portfolio, ranked #78.

Brown Financial Advisors first reported a position in EXR in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.72M in Q2 2025. 766 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

Brown Financial Advisors held 8,007 shares of Extra Space Storage worth $1.05M as of Q1 2026.
Brown Financial Advisors sold 1,210 Extra Space Storage shares in Q1 2026, an estimated $171K.
Extra Space Storage made up 0.4% of Brown Financial Advisors's portfolio in Q1 2026, its #78 holding.
Brown Financial Advisors first reported a position in Extra Space Storage in Q2 2024 and has held it in 8 quarters since.
Brown Financial Advisors's Extra Space Storage position peaked at $1.72M in Q2 2025.
766 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.