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Essential Partners’s Extra Space Storage EXR Stock Holding History

Essential 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 		$166K Buy
1,145
+308
+37% +$44K 0.08% 285
2026
Q1 		$110K Sell
837
-1,244
-60% -$175K 0.04% 405
2025
Q4 		$271K Sell
2,081
-2,472
-54% -$337K 0.08% 263
2025
Q3 		$642K Sell
4,553
-372
-8% -$53.4K 0.21% 133
2025
Q2 		$726K Buy
+4,925
New +$717K 0.29% 97

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

Essential Partners's EXR Position: Q2 2026 in Review

Essential Partners increased its Extra Space Storage (EXR) stake by 37% in Q2 2026, buying an estimated $44K and bringing the position to 1,145 shares worth $166K. The position accounts for 0.08% of the portfolio, ranked #285.

Essential Partners first reported a position in EXR in Q2 2025 and has held it in 5 quarters since. The position peaked at $726K in Q2 2025. 796 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Essential Partners held 1,145 shares of Extra Space Storage worth $166K as of Q2 2026.
  • Essential Partners bought 308 Extra Space Storage shares in Q2 2026, an estimated $44K.
  • Extra Space Storage made up 0.08% of Essential Partners's portfolio in Q2 2026, its #285 holding.
  • Essential Partners first reported a position in Extra Space Storage in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Extra Space Storage position peaked at $726K in Q2 2025.
  • 796 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.