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Cromwell Holdings’s Extra Space Storage EXR Stock Holding History

Cromwell Holdings’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 		$94.4K Sell
650
-83
-11% -$11.9K 0.04% 367
2026
Q1 		$96.1K Buy
733
+159
+28% +$22.4K 0.05% 335
2025
Q4 		$74.7K Buy
574
+73
+15% +$9.95K 0.04% 379
2025
Q3 		$70.6K Sell
501
-186
-27% -$26.7K 0.04% 403
2025
Q2 		$101K Buy
687
+24
+4% +$3.49K 0.06% 299
2025
Q1 		$98.4K Buy
663
+12
+2% +$1.82K 0.06% 295
2024
Q4 		$97.4K Hold
651
– – 0.06% 292
2024
Q3 		$117K Hold
651
– – 0.08% 266
2024
Q2 		$101K Buy
+651
New +$94.9K 0.06% 279

Other funds holding EXR

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Cromwell Holdings's EXR Position: Q2 2026 in Review

Cromwell Holdings reduced its Extra Space Storage (EXR) stake by 11% in Q2 2026, selling an estimated $11.9K and leaving 650 shares worth $94.4K. The position accounts for 0.04% of the portfolio, ranked #367.

Cromwell Holdings first reported a position in EXR in Q2 2024 and has held it in 9 quarters since. The position peaked at $117K in Q3 2024. 138 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Cromwell Holdings held 650 shares of Extra Space Storage worth $94.4K as of Q2 2026.
  • Cromwell Holdings sold 83 Extra Space Storage shares in Q2 2026, an estimated $11.9K.
  • Extra Space Storage made up 0.04% of Cromwell Holdings's portfolio in Q2 2026, its #367 holding.
  • Cromwell Holdings first reported a position in Extra Space Storage in Q2 2024 and has held it in 9 quarters since.
  • Cromwell Holdings's Extra Space Storage position peaked at $117K in Q3 2024.
  • 138 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.