Clayton Financial Group’s Extra Space Storage EXR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-14
Closed -$1.84K 240
2026
Q1
$1.84K Hold
14
﹤0.01% 484
2025
Q4
$1.82K Sell
14
-16
-53% -$2.18K ﹤0.01% 469
2025
Q3
$4.23K Buy
+30
New +$4.31K ﹤0.01% 189

Other funds holding EXR

Clayton Financial Group's EXR Position: Q2 2026 in Review

Clayton Financial Group sold out of Extra Space Storage (EXR) in Q2 2026, closing a stake of 14 shares — an estimated $1.84K sold.

Clayton Financial Group first reported a position in EXR in Q3 2025 and held it in 3 quarters. The position peaked at $4.23K in Q3 2025. 260 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Clayton Financial Group reported no remaining Extra Space Storage position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 14 Extra Space Storage shares in Q2 2026, an estimated $1.84K.
  • Clayton Financial Group first reported a position in Extra Space Storage in Q3 2025 and held it in 3 quarters.
  • Clayton Financial Group's Extra Space Storage position peaked at $4.23K in Q3 2025.
  • 260 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.