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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brown, Lisle/Cummings's EXR Position: Q1 2026 in Review

Brown, Lisle/Cummings increased its Extra Space Storage (EXR) stake by 100% in Q1 2026, buying an estimated $564 and bringing the position to 8 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #929.

Brown, Lisle/Cummings first reported a position in EXR in Q1 2025 and has held it in 5 quarters since. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Brown, Lisle/Cummings held 8 shares of Extra Space Storage worth $1.05K as of Q1 2026.
  • Brown, Lisle/Cummings bought 4 Extra Space Storage shares in Q1 2026, an estimated $564.
  • Extra Space Storage made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #929 holding.
  • Brown, Lisle/Cummings first reported a position in Extra Space Storage in Q1 2025 and has held it in 5 quarters since.
  • 763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.