Burk Holdings
EXR icon

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
Q3 		$2.37K Buy
18
+7
+64% +$1K ﹤0.01% 525
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Burk Holdings's EXR Position: Q3 2026 in Review

Burk Holdings increased its Extra Space Storage (EXR) stake by 64% in Q3 2026, buying an estimated $1K and bringing the position to 18 shares worth $2.37K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Burk Holdings first reported a position in EXR in Q1 2026 and has held it in 3 quarters since. 367 funds tracked by Wall St. Rank hold EXR as of Q3 2026.

  • Burk Holdings held 18 shares of Extra Space Storage worth $2.37K as of Q3 2026.
  • Burk Holdings bought 7 Extra Space Storage shares in Q3 2026, an estimated $1K.
  • Extra Space Storage made up ﹤0.01% of Burk Holdings's portfolio in Q3 2026, its #525 holding.
  • Burk Holdings first reported a position in Extra Space Storage in Q1 2026 and has held it in 3 quarters since.
  • 367 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2026.

Based on Burk Holdings's 13F filing for Q3 2026, filed 5 Nov 2026.