DADC
EXR icon

D.A. Davidson & Co’s Extra Space Storage EXR Stock Holding History

D.A. Davidson & Co’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 		$759K Buy
5,223
+73
+1% +$10.4K ﹤0.01% 1062
2026
Q1 		$675K Buy
5,150
+146
+3% +$20.6K ﹤0.01% 1061
2025
Q4 		$652K Buy
5,004
+3,109
+164% +$424K ﹤0.01% 1043
2025
Q3 		$267K Hold
1,895
– – ﹤0.01% 1342
2025
Q2 		$279K Hold
1,895
– – ﹤0.01% 1235
2025
Q1 		$281K Buy
1,895
+127
+7% +$19.3K ﹤0.01% 1213
2024
Q4 		$264K Buy
1,768
+340
+24% +$55.8K ﹤0.01% 1245
2024
Q3 		$257K Buy
+1,428
New +$241K ﹤0.01% 1232
2024
Q1 		– Sell
-1,292
Closed -$207K – 1413
2023
Q4 		$207K Buy
+1,292
New +$164K ﹤0.01% 1251
2018
Q3 		– Sell
-2,577
Closed -$257K – 1171
2018
Q2 		$257K Buy
+2,577
New +$240K 0.01% 936
2018
Q1 		– Sell
-7,046
Closed -$616K – 1115
2017
Q4 		$616K Sell
7,046
-1,600
-19% -$135K 0.01% 604
2017
Q3 		$690K Buy
8,646
+1,021
+13% +$79.5K 0.01% 586
2017
Q2 		$594K Buy
7,625
+725
+11% +$55.6K 0.01% 577
2017
Q1 		$513K Sell
6,900
-300
-4% -$22.6K 0.01% 598
2016
Q4 		$556K Sell
7,200
-1,100
-13% -$81K 0.01% 622
2016
Q3 		$659K Buy
+8,300
New +$701K 0.02% 561

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

D.A. Davidson & Co's EXR Position: Q2 2026 in Review

D.A. Davidson & Co increased its Extra Space Storage (EXR) stake by 1.4% in Q2 2026, buying an estimated $10.4K and bringing the position to 5,223 shares worth $759K. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

D.A. Davidson & Co first reported a position in EXR in Q3 2016 and has held it in 16 quarters since. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • D.A. Davidson & Co held 5,223 shares of Extra Space Storage worth $759K as of Q2 2026.
  • D.A. Davidson & Co bought 73 Extra Space Storage shares in Q2 2026, an estimated $10.4K.
  • Extra Space Storage made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #1062 holding.
  • D.A. Davidson & Co first reported a position in Extra Space Storage in Q3 2016 and has held it in 16 quarters since.
  • 793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.