Burk Holdings’s Extra Space Storage EXR Stock Holding History

Burk Holdings’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	$1.6K	Hold	11	–	–	﹤0.01%	539
2026 Q1	$1.44K	Buy	+11	New	+$1.55K	﹤0.01%	563

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

Burk Holdings's EXR Position: Q2 2026 in Review

Burk Holdings held its Extra Space Storage (EXR) position steady in Q2 2026 at 11 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Burk Holdings first reported a position in EXR in Q1 2026 and has held it in 2 quarters since. 798 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

Burk Holdings held 11 shares of Extra Space Storage worth $1.6K as of Q2 2026.
Burk Holdings left its Extra Space Storage share count unchanged in Q2 2026.
Extra Space Storage made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #539 holding.
Burk Holdings first reported a position in Extra Space Storage in Q1 2026 and has held it in 2 quarters since.
798 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.