Edgestream Partners’s Extra Space Storage EXR Stock Holding History

Edgestream Partners’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 Q1	$4.24M	Buy	32,371 +6,940	+27%	+$978K	0.14%	284
2025 Q4	$3.31M	Buy	+25,431	New	+$3.47M	0.09%	399
2023 Q3	–	Sell	-1,455	Closed	-$217K	–	858
2023 Q2	$217K	Buy	+1,455	New	+$219K	0.02%	684
2023 Q1	–	Sell	-22,581	Closed	-$3.32M	–	586
2022 Q4	$3.32M	Buy	+22,581	New	+$3.61M	0.37%	70
2022 Q3	–	Sell	-17,620	Closed	-$3M	–	504
2022 Q2	$3M	Buy	17,620 +4,277	+32%	+$792K	0.24%	140
2022 Q1	$2.74M	Buy	13,343 +1,662	+14%	+$330K	0.22%	157
2021 Q4	$2.65M	Sell	11,681 -23,165	-66%	-$4.59M	0.17%	188
2021 Q3	$5.85M	Buy	34,846 +2,420	+7%	+$428K	0.36%	75
2021 Q2	$5.31M	Sell	32,426 -36,363	-53%	-$5.45M	0.31%	108
2021 Q1	$9.12M	Buy	+68,789	New	+$8.33M	0.51%	50

Other funds holding EXR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Edgestream Partners's EXR Position: Q1 2026 in Review

Edgestream Partners increased its Extra Space Storage (EXR) stake by 27% in Q1 2026, buying an estimated $978K and bringing the position to 32,371 shares worth $4.24M. The position accounts for 0.14% of the portfolio, ranked #284.

Edgestream Partners first reported a position in EXR in Q1 2021 and has held it in 10 quarters since. The position peaked at $9.12M in Q1 2021. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

Edgestream Partners held 32,371 shares of Extra Space Storage worth $4.24M as of Q1 2026.
Edgestream Partners bought 6,940 Extra Space Storage shares in Q1 2026, an estimated $978K.
Extra Space Storage made up 0.14% of Edgestream Partners's portfolio in Q1 2026, its #284 holding.
Edgestream Partners first reported a position in Extra Space Storage in Q1 2021 and has held it in 10 quarters since.
Edgestream Partners's Extra Space Storage position peaked at $9.12M in Q1 2021.
763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.