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Chicago Partners Investment Group’s Extra Space Storage EXR Stock Holding History

Chicago Partners Investment Group’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 		$313K Sell
2,154
-25
-1% -$3.57K 0.01% 1222
2026
Q1 		$308K Buy
2,179
+484
+29% +$68.2K 0.01% 1125
2025
Q4 		$240K Sell
1,695
-96
-5% -$13.1K 0.01% 1155
2025
Q3 		$263K Sell
1,791
-1,623
-48% -$233K 0.01% 1023
2025
Q2 		$516K Buy
+3,414
New +$497K 0.01% 590

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

Chicago Partners Investment Group's EXR Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Extra Space Storage (EXR) stake by 1.1% in Q2 2026, selling an estimated $3.57K and leaving 2,154 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #1222.

Chicago Partners Investment Group first reported a position in EXR in Q2 2025 and has held it in 5 quarters since. The position peaked at $516K in Q2 2025. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Chicago Partners Investment Group held 2,154 shares of Extra Space Storage worth $313K as of Q2 2026.
  • Chicago Partners Investment Group sold 25 Extra Space Storage shares in Q2 2026, an estimated $3.57K.
  • Extra Space Storage made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1222 holding.
  • Chicago Partners Investment Group first reported a position in Extra Space Storage in Q2 2025 and has held it in 5 quarters since.
  • Chicago Partners Investment Group's Extra Space Storage position peaked at $516K in Q2 2025.
  • 793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.