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Cresset Asset Management’s Extra Space Storage EXR Stock Holding History

Cresset Asset 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 		$632K Buy
4,348
+2,822
+185% +$403K ﹤0.01% 1079
2026
Q1 		$200K Sell
1,526
-1,189
-44% -$168K ﹤0.01% 1475
2025
Q4 		$354K Buy
2,715
+1,260
+87% +$172K ﹤0.01% 1222
2025
Q3 		$205K Buy
1,455
+6
+0.4% +$862 ﹤0.01% 1416
2025
Q2 		$214K Buy
+1,449
New +$211K ﹤0.01% 1272
2022
Q2 		– Sell
-1,821
Closed -$374K – 994
2022
Q1 		$374K Sell
1,821
-111
-6% -$22.1K ﹤0.01% 699
2021
Q4 		$438K Sell
1,932
-573
-23% -$114K ﹤0.01% 735
2021
Q3 		$421K Buy
2,505
+330
+15% +$58.3K 0.01% 700
2021
Q2 		$356K Sell
2,175
-304
-12% -$45.5K 0.01% 692
2021
Q1 		$328K Buy
2,479
+663
+37% +$80.3K 0.01% 637
2020
Q4 		$210K Buy
+1,816
New +$207K ﹤0.01% 701
2020
Q3 		– Sell
-2,280
Closed -$211K – 721
2020
Q2 		$211K Sell
2,280
-200
-8% -$18.6K ﹤0.01% 589
2020
Q1 		$238K Buy
2,480
+47
+2% +$4.89K 0.01% 463
2019
Q4 		$257K Buy
2,433
+166
+7% +$18.1K 0.01% 476
2019
Q3 		$265K Buy
2,267
+215
+10% +$24.9K 0.01% 421
2019
Q2 		$218K Sell
2,052
-1,394
-40% -$146K 0.01% 419
2019
Q1 		$351K Buy
3,446
+3,367
+4,262% +$323K 0.01% 233
2018
Q4 		$7K Buy
+79
New +$7.18K ﹤0.01% 927

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

Cresset Asset Management's EXR Position: Q2 2026 in Review

Cresset Asset Management increased its Extra Space Storage (EXR) stake by 185% in Q2 2026, buying an estimated $403K and bringing the position to 4,348 shares worth $632K. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

Cresset Asset Management first reported a position in EXR in Q4 2018 and has held it in 18 quarters since. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Cresset Asset Management held 4,348 shares of Extra Space Storage worth $632K as of Q2 2026.
  • Cresset Asset Management bought 2,822 Extra Space Storage shares in Q2 2026, an estimated $403K.
  • Extra Space Storage made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1079 holding.
  • Cresset Asset Management first reported a position in Extra Space Storage in Q4 2018 and has held it in 18 quarters since.
  • 793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.