Envestnet Portfolio Solutions
EXR icon

Envestnet Portfolio Solutions’s Extra Space Storage EXR Stock Holding History

Envestnet Portfolio Solutions’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 		– Sell
-2,234
Closed -$291K – 1351
2025
Q4 		$291K Sell
2,234
-3,838
-63% -$523K ﹤0.01% 1293
2025
Q3 		$856K Sell
6,072
-1,295
-18% -$186K ﹤0.01% 794
2025
Q2 		$1.09M Sell
7,367
-1,727
-19% -$251K ﹤0.01% 761
2025
Q1 		$1.35M Sell
9,094
-3,461
-28% -$525K 0.01% 710
2024
Q4 		$1.88M Buy
12,555
+3,117
+33% +$511K 0.01% 685
2024
Q3 		$1.7M Buy
9,438
+49
+0.5% +$8.27K 0.01% 716
2024
Q2 		$1.46M Buy
9,389
+468
+5% +$68.2K 0.01% 734
2024
Q1 		$1.31M Buy
8,921
+835
+10% +$122K ﹤0.01% 763
2023
Q4 		$1.3M Buy
8,086
+59
+0.7% +$7.5K 0.01% 716
2023
Q3 		$976K Buy
+8,027
New +$1.08M ﹤0.01% 753

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Portfolio Solutions's EXR Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Extra Space Storage (EXR) in Q1 2026, closing a stake of 2,234 shares — an estimated $291K sold.

Envestnet Portfolio Solutions first reported a position in EXR in Q3 2023 and held it in 10 quarters. The position peaked at $1.88M in Q4 2024. 768 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining Extra Space Storage position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 2,234 Extra Space Storage shares in Q1 2026, an estimated $291K.
  • Envestnet Portfolio Solutions first reported a position in Extra Space Storage in Q3 2023 and held it in 10 quarters.
  • Envestnet Portfolio Solutions's Extra Space Storage position peaked at $1.88M in Q4 2024.
  • 768 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.