Cetera Investment Advisers
EXR icon

Cetera Investment Advisers’s Extra Space Storage EXR Stock Holding History

Cetera Investment Advisers’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 		$5.2M Sell
35,780
-50
-0.1% -$7.15K ﹤0.01% 1593
2026
Q1 		$4.7M Buy
35,830
+5,110
+17% +$720K 0.01% 1541
2025
Q4 		$4M Sell
30,720
-26,326
-46% -$3.59M ﹤0.01% 1615
2025
Q3 		$8.04M Buy
57,046
+19,022
+50% +$2.73M 0.01% 1125
2025
Q2 		$5.61M Sell
38,024
-1,283
-3% -$187K 0.01% 1121
2025
Q1 		$5.84M Sell
39,307
-4,707
-11% -$714K 0.01% 1022
2024
Q4 		$6.58M Buy
44,014
+744
+2% +$122K 0.01% 900
2024
Q3 		$7.8M Sell
43,270
-2,373
-5% -$401K 0.02% 800
2024
Q2 		$7.09M Buy
45,643
+193
+0.4% +$28.1K 0.02% 819
2024
Q1 		$6.68M Buy
45,450
+39,455
+658% +$5.75M 0.02% 835
2023
Q4 		$961K Buy
5,995
+885
+17% +$113K 0.01% 1122
2023
Q3 		$621K Buy
5,110
+1,536
+43% +$206K 0.01% 1313
2023
Q2 		$532K Sell
3,574
-522
-13% -$78.5K ﹤0.01% 1416
2023
Q1 		$667K Sell
4,096
-176
-4% -$27.7K 0.01% 1255
2022
Q4 		$629K Buy
4,272
+1,596
+60% +$255K 0.01% 1248
2022
Q3 		$462K Buy
2,676
+17
+0.6% +$3.21K 0.01% 1017
2022
Q2 		$452K Buy
2,659
+137
+5% +$25.4K 0.01% 1157
2022
Q1 		$519K Buy
2,522
+192
+8% +$38.2K 0.01% 1126
2021
Q4 		$528K Sell
2,330
-147
-6% -$29.1K 0.01% 1151
2021
Q3 		$416K Buy
2,477
+1,176
+90% +$208K 0.01% 1246
2021
Q2 		$213K Buy
+1,301
New +$195K ﹤0.01% 1634

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

Cetera Investment Advisers's EXR Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Extra Space Storage (EXR) stake by 0.14% in Q2 2026, selling an estimated $7.15K and leaving 35,780 shares worth $5.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1593.

Cetera Investment Advisers first reported a position in EXR in Q2 2021 and has held it in 21 quarters since. The position peaked at $8.04M in Q3 2025. 800 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Cetera Investment Advisers held 35,780 shares of Extra Space Storage worth $5.2M as of Q2 2026.
  • Cetera Investment Advisers sold 50 Extra Space Storage shares in Q2 2026, an estimated $7.15K.
  • Extra Space Storage made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1593 holding.
  • Cetera Investment Advisers first reported a position in Extra Space Storage in Q2 2021 and has held it in 21 quarters since.
  • Cetera Investment Advisers's Extra Space Storage position peaked at $8.04M in Q3 2025.
  • 800 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.