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Cetera Trust Company’s Extra Space Storage EXR Stock Holding History

Cetera Trust Company’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 		$261K Hold
1,796
– – 0.13% 142
2026
Q1 		$236K Buy
1,796
+175
+11% +$24.7K 0.13% 145
2025
Q4 		$211K Sell
1,621
-400
-20% -$54.5K 0.11% 159
2025
Q3 		$285K Hold
2,021
– – 0.16% 123
2025
Q2 		$298K Buy
2,021
+50
+3% +$7.28K 0.18% 107
2025
Q1 		$293K Buy
1,971
+200
+11% +$30.3K 0.19% 101
2024
Q4 		$265K Sell
1,771
-225
-11% -$36.9K 0.17% 118
2024
Q3 		$360K Sell
1,996
-25
-1% -$4.22K 0.22% 84
2024
Q2 		$314K Hold
2,021
– – 0.2% 88
2024
Q1 		$297K Buy
2,021
+305
+18% +$44.5K 0.18% 101
2023
Q4 		$275K Buy
+1,716
New +$218K 0.17% 108

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 Trust Company's EXR Position: Q2 2026 in Review

Cetera Trust Company held its Extra Space Storage (EXR) position steady in Q2 2026 at 1,796 shares worth $261K. The position accounts for 0.13% of the portfolio, ranked #142.

Cetera Trust Company first reported a position in EXR in Q4 2023 and has held it in 11 quarters since. The position peaked at $360K in Q3 2024. 798 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Cetera Trust Company held 1,796 shares of Extra Space Storage worth $261K as of Q2 2026.
  • Cetera Trust Company left its Extra Space Storage share count unchanged in Q2 2026.
  • Extra Space Storage made up 0.13% of Cetera Trust Company's portfolio in Q2 2026, its #142 holding.
  • Cetera Trust Company first reported a position in Extra Space Storage in Q4 2023 and has held it in 11 quarters since.
  • Cetera Trust Company's Extra Space Storage position peaked at $360K in Q3 2024.
  • 798 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.