Brown, Lisle/Cummings’s Extra Space Storage EXR Stock Holding History

Brown, Lisle/Cummings’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	$1.16K	Hold	8	–	–	﹤0.01%	938
2026 Q1	$1.05K	Buy	8 +4	+100%	+$564	﹤0.01%	929
2025 Q4	$521	Hold	4	–	–	﹤0.01%	718
2025 Q3	$564	Hold	4	–	–	﹤0.01%	735
2025 Q2	$590	Hold	4	–	–	﹤0.01%	739
2025 Q1	$594	Buy	+4	New	+$607	﹤0.01%	744

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

Brown, Lisle/Cummings's EXR Position: Q2 2026 in Review

Brown, Lisle/Cummings held its Extra Space Storage (EXR) position steady in Q2 2026 at 8 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #938.

Brown, Lisle/Cummings first reported a position in EXR in Q1 2025 and has held it in 6 quarters since. 798 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

Brown, Lisle/Cummings held 8 shares of Extra Space Storage worth $1.16K as of Q2 2026.
Brown, Lisle/Cummings left its Extra Space Storage share count unchanged in Q2 2026.
Extra Space Storage made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #938 holding.
Brown, Lisle/Cummings first reported a position in Extra Space Storage in Q1 2025 and has held it in 6 quarters since.
798 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.