Crestwood Advisors Group’s Extra Space Storage EXR Stock Holding History

Crestwood Advisors Group’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	$216K	Buy	+1,490	New	+$213K	﹤0.01%	812

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

Crestwood Advisors Group's EXR Position: Q2 2026 in Review

Crestwood Advisors Group opened a new position in Extra Space Storage (EXR) in Q2 2026: 1,490 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #812 among its holdings.

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

Crestwood Advisors Group held 1,490 shares of Extra Space Storage worth $216K as of Q2 2026.
Extra Space Storage was a new Crestwood Advisors Group position in Q2 2026.
Extra Space Storage made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #812 holding.
793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.