Compass Financial Management’s Extra Space Storage EXR Stock Holding History

Compass Financial Management’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	$436	Buy	+3	New	+$429	﹤0.01%	1425

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Compass Financial Management's EXR Position: Q2 2026 in Review

Compass Financial Management opened a new position in Extra Space Storage (EXR) in Q2 2026: 3 shares worth $436. The stake represents ﹤0.01% of the portfolio and ranks #1425 among its holdings.

748 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

Compass Financial Management held 3 shares of Extra Space Storage worth $436 as of Q2 2026.
Extra Space Storage was a new Compass Financial Management position in Q2 2026.
Extra Space Storage made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1425 holding.
748 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.