CFO
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Callan Family Office’s Extra Space Storage EXR Stock Holding History

Callan Family Office’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 		$741K Sell
5,100
-48
-0.9% -$6.86K 0.01% 686
2026
Q1 		$675K Sell
5,148
-776
-13% -$109K 0.02% 667
2025
Q4 		$771K Buy
5,924
+2,352
+66% +$321K 0.02% 621
2025
Q3 		$503K Sell
3,572
-349
-9% -$50.1K 0.02% 532
2025
Q2 		$578K Buy
3,921
+2,536
+183% +$369K 0.02% 548
2025
Q1 		$206K Buy
+1,385
New +$210K 0.02% 521

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 $3.37T AUM 44.26% 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

Callan Family Office's EXR Position: Q2 2026 in Review

Callan Family Office reduced its Extra Space Storage (EXR) stake by 0.93% in Q2 2026, selling an estimated $6.86K and leaving 5,100 shares worth $741K. The position accounts for 0.01% of the portfolio, ranked #686.

Callan Family Office first reported a position in EXR in Q1 2025 and has held it in 6 quarters since. The position peaked at $771K in Q4 2025. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Callan Family Office held 5,100 shares of Extra Space Storage worth $741K as of Q2 2026.
  • Callan Family Office sold 48 Extra Space Storage shares in Q2 2026, an estimated $6.86K.
  • Extra Space Storage made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #686 holding.
  • Callan Family Office first reported a position in Extra Space Storage in Q1 2025 and has held it in 6 quarters since.
  • Callan Family Office's Extra Space Storage position peaked at $771K in Q4 2025.
  • 793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.