Compass Financial Management
EXR icon

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
Q3 		$395 Hold
3
– – ﹤0.01% 1607
2026
Q2 		$436 Buy
+3
New +$429 ﹤0.01% 1425

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First Eagle Investment Management
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Fidelity Investments
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Compass Financial Management's EXR Position: Q3 2026 in Review

Compass Financial Management held its Extra Space Storage (EXR) position steady in Q3 2026 at 3 shares worth $395. The position accounts for ﹤0.01% of the portfolio, ranked #1607.

Compass Financial Management first reported a position in EXR in Q2 2026 and has held it in 2 quarters since. The position peaked at $436 in Q2 2026. 639 funds tracked by Wall St. Rank hold EXR as of Q3 2026.

  • Compass Financial Management held 3 shares of Extra Space Storage worth $395 as of Q3 2026.
  • Compass Financial Management left its Extra Space Storage share count unchanged in Q3 2026.
  • Extra Space Storage made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1607 holding.
  • Compass Financial Management first reported a position in Extra Space Storage in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Extra Space Storage position peaked at $436 in Q2 2026.
  • 639 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.