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 Q2	–	Sell	-32,371	Closed	-$4.24M	–	1016
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 $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

Edgestream Partners's EXR Position: Q2 2026 in Review

Edgestream Partners sold out of Extra Space Storage (EXR) in Q2 2026, closing a stake of 32,371 shares — an estimated $4.24M sold.

Edgestream Partners first reported a position in EXR in Q1 2021 and held it in 10 quarters. The position peaked at $9.12M in Q1 2021. 797 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

Edgestream Partners reported no remaining Extra Space Storage position as of Q2 2026 after selling out during the quarter.
Edgestream Partners sold 32,371 Extra Space Storage shares in Q2 2026, an estimated $4.24M.
Edgestream Partners first reported a position in Extra Space Storage in Q1 2021 and held it in 10 quarters.
Edgestream Partners's Extra Space Storage position peaked at $9.12M in Q1 2021.
797 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.