Corient Private Wealth
EXR icon

Corient Private Wealth’s Extra Space Storage EXR Stock Holding History

Corient Private Wealth’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 		$2.1M Buy
14,487
+1,775
+14% +$254K ﹤0.01% 1364
2026
Q1 		$1.66M Sell
12,712
-11,060
-47% -$1.56M ﹤0.01% 1364
2025
Q4 		$3.06M Buy
23,772
+11,555
+95% +$1.58M ﹤0.01% 1296
2025
Q3 		$1.72M Buy
12,217
+468
+4% +$67.2K ﹤0.01% 1137
2025
Q2 		$1.73M Buy
11,749
+1,135
+11% +$165K ﹤0.01% 1097
2025
Q1 		$1.58M Buy
10,614
+232
+2% +$35.2K ﹤0.01% 1071
2024
Q4 		$1.55M Buy
10,382
+420
+4% +$68.9K ﹤0.01% 1101
2024
Q3 		$1.8M Sell
9,962
-2,833
-22% -$478K ﹤0.01% 1146
2024
Q2 		$1.99M Buy
12,795
+835
+7% +$122K ﹤0.01% 1020
2024
Q1 		$1.76M Buy
11,960
+553
+5% +$80.6K ﹤0.01% 1079
2023
Q4 		$1.83M Sell
11,407
-731
-6% -$93K ﹤0.01% 1045
2023
Q3 		$1.49M Buy
12,138
+4,901
+68% +$658K ﹤0.01% 1037
2023
Q2 		$1.08M Sell
7,237
-3,533
-33% -$532K ﹤0.01% 1126
2023
Q1 		$1.75M Buy
+10,770
New +$1.69M ﹤0.01% 885

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

Corient Private Wealth's EXR Position: Q2 2026 in Review

Corient Private Wealth increased its Extra Space Storage (EXR) stake by 14% in Q2 2026, buying an estimated $254K and bringing the position to 14,487 shares worth $2.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1364.

Corient Private Wealth first reported a position in EXR in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.06M in Q4 2025. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Corient Private Wealth held 14,487 shares of Extra Space Storage worth $2.1M as of Q2 2026.
  • Corient Private Wealth bought 1,775 Extra Space Storage shares in Q2 2026, an estimated $254K.
  • Extra Space Storage made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1364 holding.
  • Corient Private Wealth first reported a position in Extra Space Storage in Q1 2023 and has held it in 14 quarters since.
  • Corient Private Wealth's Extra Space Storage position peaked at $3.06M in Q4 2025.
  • 793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.