Empowered Funds’s Extra Space Storage EXR Stock Holding History

Empowered Funds’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	$964K	Buy	7,353 +2,016	+38%	+$284K	0.01%	1415
2025 Q4	$695K	Sell	5,337 -1,872	-26%	-$255K	0.01%	696
2025 Q3	$1.02M	Buy	7,209 +2,296	+47%	+$330K	0.01%	1175
2025 Q2	$724K	Buy	4,913 +1	+0%	+$146	0.01%	1195
2025 Q1	$729K	Buy	4,912 +661	+16%	+$100K	0.01%	1101
2024 Q4	$636K	Buy	4,251 +323	+8%	+$53K	0.01%	1092
2024 Q3	$708K	Buy	3,928 +264	+7%	+$44.6K	0.01%	995
2024 Q2	$569K	Buy	3,664 +472	+15%	+$68.8K	0.01%	1016
2024 Q1	$469K	Buy	3,192 +651	+26%	+$94.9K	0.01%	1090
2023 Q4	$407K	Buy	2,541 +377	+17%	+$47.9K	0.01%	1033
2023 Q3	$263K	Buy	+2,164	New	+$290K	0.01%	1086

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

Empowered Funds's EXR Position: Q1 2026 in Review

Empowered Funds increased its Extra Space Storage (EXR) stake by 38% in Q1 2026, buying an estimated $284K and bringing the position to 7,353 shares worth $964K. The position accounts for 0.01% of the portfolio, ranked #1415.

Empowered Funds first reported a position in EXR in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.02M in Q3 2025. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

Empowered Funds held 7,353 shares of Extra Space Storage worth $964K as of Q1 2026.
Empowered Funds bought 2,016 Extra Space Storage shares in Q1 2026, an estimated $284K.
Extra Space Storage made up 0.01% of Empowered Funds's portfolio in Q1 2026, its #1415 holding.
Empowered Funds first reported a position in Extra Space Storage in Q3 2023 and has held it in 11 quarters since.
Empowered Funds's Extra Space Storage position peaked at $1.02M in Q3 2025.
763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.