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Crewe Advisors’s Extra Space Storage EXR Stock Holding History

Crewe Advisors’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 		$5.09K Buy
+35
New +$5K ﹤0.01% 877
2026
Q1 		– Sell
-5
Closed -$652 – 1075
2025
Q4 		$652 Hold
5
– – ﹤0.01% 1027
2025
Q3 		$705 Buy
+5
New +$718 ﹤0.01% 931
2022
Q4 		– Sell
-31
Closed -$5K – 1108
2022
Q3 		$5K Hold
31
– – ﹤0.01% 843
2022
Q2 		$5K Buy
+31
New +$5.74K ﹤0.01% 749
2020
Q4 		– Sell
-15
Closed -$2K – 525
2020
Q3 		$2K Buy
+15
New +$1.55K ﹤0.01% 500

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

Crewe Advisors's EXR Position: Q2 2026 in Review

Crewe Advisors opened a new position in Extra Space Storage (EXR) in Q2 2026: 35 shares worth $5.09K. The stake represents ﹤0.01% of the portfolio and ranks #877 among its holdings. This is a return to the name: Crewe Advisors previously reported a position in EXR as recently as Q4 2025.

Crewe Advisors first reported a position in EXR in Q3 2020 and has held it in 6 quarters since. 791 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Crewe Advisors held 35 shares of Extra Space Storage worth $5.09K as of Q2 2026.
  • Extra Space Storage was a new Crewe Advisors position in Q2 2026.
  • Extra Space Storage made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #877 holding.
  • Crewe Advisors first reported a position in Extra Space Storage in Q3 2020 and has held it in 6 quarters since.
  • 791 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.