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Ethos Financial Group’s Extra Space Storage EXR Stock Holding History

Ethos Financial Group’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 		$325K Sell
2,238
-51
-2% -$7.29K 0.02% 457
2026
Q1 		$298K Hold
2,289
– – 0.02% 405
2025
Q4 		$298K Sell
2,289
-662
-22% -$90.3K 0.02% 390
2025
Q3 		$416K Buy
2,951
+32
+1% +$4.6K 0.03% 300
2025
Q2 		$430K Buy
2,919
+336
+13% +$48.9K 0.04% 290
2025
Q1 		$384K Buy
+2,583
New +$392K 0.04% 287

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

Ethos Financial Group's EXR Position: Q2 2026 in Review

Ethos Financial Group reduced its Extra Space Storage (EXR) stake by 2.2% in Q2 2026, selling an estimated $7.29K and leaving 2,238 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #457.

Ethos Financial Group first reported a position in EXR in Q1 2025 and has held it in 6 quarters since. The position peaked at $430K in Q2 2025. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Ethos Financial Group held 2,238 shares of Extra Space Storage worth $325K as of Q2 2026.
  • Ethos Financial Group sold 51 Extra Space Storage shares in Q2 2026, an estimated $7.29K.
  • Extra Space Storage made up 0.02% of Ethos Financial Group's portfolio in Q2 2026, its #457 holding.
  • Ethos Financial Group first reported a position in Extra Space Storage in Q1 2025 and has held it in 6 quarters since.
  • Ethos Financial Group's Extra Space Storage position peaked at $430K in Q2 2025.
  • 793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.