Cerity Partners
EXR icon

Cerity Partners’s Extra Space Storage EXR Stock Holding History

Cerity Partners’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 		$3.86M Sell
29,446
-7,609
-21% -$1.07M 0.01% 1147
2025
Q4 		$4.83M Sell
37,055
-26,158
-41% -$3.57M 0.01% 939
2025
Q3 		$8.91M Buy
63,213
+26,963
+74% +$3.87M 0.01% 631
2025
Q2 		$5.34M Buy
36,250
+799
+2% +$116K 0.01% 774
2025
Q1 		$5.26M Buy
35,451
+19,862
+127% +$3.01M 0.01% 717
2024
Q4 		$2.56M Buy
15,589
+1,163
+8% +$191K 0.01% 997
2024
Q3 		$2.6M Buy
14,426
+4,114
+40% +$694K 0.01% 971
2024
Q2 		$1.6M Sell
10,312
-3,323
-24% -$484K ﹤0.01% 1014
2024
Q1 		$2.01M Buy
13,635
+7,071
+108% +$1.03M 0.01% 965
2023
Q4 		$1.05M Buy
6,564
+2,110
+47% +$268K ﹤0.01% 968
2023
Q3 		$542K Sell
4,454
-2,114
-32% -$284K ﹤0.01% 956
2023
Q2 		$978K Sell
6,568
-210
-3% -$31.6K ﹤0.01% 931
2023
Q1 		$1.05M Buy
6,778
+99
+1% +$15.6K ﹤0.01% 951
2022
Q4 		$983K Buy
6,679
+1,014
+18% +$162K 0.01% 693
2022
Q3 		$978K Sell
5,665
-440
-7% -$83.2K 0.01% 525
2022
Q2 		$1.04M Buy
+6,105
New +$1.13M 0.01% 541

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

Cerity Partners's EXR Position: Q1 2026 in Review

Cerity Partners reduced its Extra Space Storage (EXR) stake by 21% in Q1 2026, selling an estimated $1.07M and leaving 29,446 shares worth $3.86M. The position accounts for 0.01% of the portfolio, ranked #1147.

Cerity Partners first reported a position in EXR in Q2 2022 and has held it in 16 quarters since. The position peaked at $8.91M in Q3 2025. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Cerity Partners held 29,446 shares of Extra Space Storage worth $3.86M as of Q1 2026.
  • Cerity Partners sold 7,609 Extra Space Storage shares in Q1 2026, an estimated $1.07M.
  • Extra Space Storage made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #1147 holding.
  • Cerity Partners first reported a position in Extra Space Storage in Q2 2022 and has held it in 16 quarters since.
  • Cerity Partners's Extra Space Storage position peaked at $8.91M in Q3 2025.
  • 763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.