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
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 $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

Cetera Investment Advisers's EXR Position: Q1 2026 in Review

Cetera Investment Advisers increased its Extra Space Storage (EXR) stake by 17% in Q1 2026, buying an estimated $720K and bringing the position to 35,830 shares worth $4.7M. The position accounts for 0.01% of the portfolio, ranked #1541.

Cetera Investment Advisers first reported a position in EXR in Q2 2021 and has held it in 20 quarters since. The position peaked at $8.04M in Q3 2025. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Cetera Investment Advisers held 35,830 shares of Extra Space Storage worth $4.7M as of Q1 2026.
  • Cetera Investment Advisers bought 5,110 Extra Space Storage shares in Q1 2026, an estimated $720K.
  • Extra Space Storage made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1541 holding.
  • Cetera Investment Advisers first reported a position in Extra Space Storage in Q2 2021 and has held it in 20 quarters since.
  • Cetera Investment Advisers's Extra Space Storage position peaked at $8.04M in Q3 2025.
  • 763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.