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Bruce G. Allen Investments’s Extra Space Storage EXR Stock Holding History

Bruce G. Allen Investments’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 		$11.6K Buy
80
+6
+8% +$858 0.01% 468
2026
Q1 		$9.7K Hold
74
– – 0.01% 489
2025
Q4 		$9.64K Sell
74
-126
-63% -$17.2K 0.01% 479
2025
Q3 		$28.2K Sell
200
-1
-0.5% -$144 0.02% 352
2025
Q2 		$29.6K Sell
201
-56
-22% -$8.15K 0.02% 338
2025
Q1 		$38.2K Sell
257
-14
-5% -$2.12K 0.03% 295
2024
Q4 		$40.5K Sell
271
-5
-2% -$820 0.03% 288
2024
Q3 		$49.7K Buy
276
+1
+0.4% +$169 0.04% 265
2024
Q2 		$42.7K Buy
275
+1
+0.4% +$146 0.04% 269
2024
Q1 		$40.3K Buy
274
+17
+7% +$2.48K 0.03% 284
2023
Q4 		$41.2K Buy
+257
New +$32.7K 0.04% 265

Other funds holding EXR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bruce G. Allen Investments's EXR Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Extra Space Storage (EXR) stake by 8.1% in Q2 2026, buying an estimated $858 and bringing the position to 80 shares worth $11.6K. The position accounts for 0.01% of the portfolio, ranked #468.

Bruce G. Allen Investments first reported a position in EXR in Q4 2023 and has held it in 11 quarters since. The position peaked at $49.7K in Q3 2024. 802 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Bruce G. Allen Investments held 80 shares of Extra Space Storage worth $11.6K as of Q2 2026.
  • Bruce G. Allen Investments bought 6 Extra Space Storage shares in Q2 2026, an estimated $858.
  • Extra Space Storage made up 0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #468 holding.
  • Bruce G. Allen Investments first reported a position in Extra Space Storage in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Extra Space Storage position peaked at $49.7K in Q3 2024.
  • 802 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.