Clifford Swan Investment Counsel’s Extra Space Storage EXR Stock Holding History

Clifford Swan Investment Counsel’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	$222K	Hold	1,527	–	–	0.01%	321
2026 Q1	$200K	Buy	+1,527	New	+$215K	0.01%	327
2025 Q4	–	Sell	-1,527	Closed	-$215K	–	327
2025 Q3	$215K	Sell	1,527 -502	-25%	-$72.1K	0.01%	313
2025 Q2	$299K	Buy	2,029 +2	+0.1%	+$291	0.01%	264
2025 Q1	$301K	Hold	2,027	–	–	0.01%	265
2024 Q4	$303K	Hold	2,027	–	–	0.01%	268
2024 Q3	$365K	Hold	2,027	–	–	0.01%	253
2024 Q2	$315K	Hold	2,027	–	–	0.01%	258
2024 Q1	$298K	Hold	2,027	–	–	0.01%	266
2023 Q4	$325K	Sell	2,027 -300	-13%	-$38.1K	0.01%	253
2023 Q3	$283K	Buy	+2,327	New	+$312K	0.01%	257

Other funds holding EXR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Clifford Swan Investment Counsel's EXR Position: Q2 2026 in Review

Clifford Swan Investment Counsel held its Extra Space Storage (EXR) position steady in Q2 2026 at 1,527 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #321.

Clifford Swan Investment Counsel first reported a position in EXR in Q3 2023 and has held it in 11 quarters since. The position peaked at $365K in Q3 2024. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

Clifford Swan Investment Counsel held 1,527 shares of Extra Space Storage worth $222K as of Q2 2026.
Clifford Swan Investment Counsel left its Extra Space Storage share count unchanged in Q2 2026.
Extra Space Storage made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #321 holding.
Clifford Swan Investment Counsel first reported a position in Extra Space Storage in Q3 2023 and has held it in 11 quarters since.
Clifford Swan Investment Counsel's Extra Space Storage position peaked at $365K in Q3 2024.
793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.