Fiduciary Group’s Extra Space Storage EXR Stock Holding History

Fiduciary 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 Q1	$280K	Hold	2,138	–	–	0.02%	267
2025 Q4	$278K	Buy	2,138 +67	+3%	+$9.14K	0.02%	258
2025 Q3	$292K	Hold	2,071	–	–	0.03%	251
2025 Q2	$305K	Hold	2,071	–	–	0.03%	240
2025 Q1	$308K	Buy	2,071 +35	+2%	+$5.31K	0.03%	232
2024 Q4	$305K	Sell	2,036 -46	-2%	-$7.54K	0.03%	233
2024 Q3	$375K	Sell	2,082 -6	-0.3%	-$1.01K	0.04%	220
2024 Q2	$324K	Buy	2,088 +29	+1%	+$4.23K	0.03%	224
2024 Q1	$303K	Hold	2,059	–	–	0.03%	227
2023 Q4	$330K	Sell	2,059 -1,187	-37%	-$151K	0.04%	215
2023 Q3	$395K	Buy	+3,246	New	+$436K	0.05%	182
2022 Q3	–	Sell	-1,168	Closed	-$242K	–	237
2022 Q2	$242K	Hold	1,168	–	–	0.03%	218
2022 Q1	$204K	Hold	1,168	–	–	0.03%	222
2021 Q4	$265K	Hold	1,168	–	–	0.03%	208
2021 Q3	$219K	Hold	1,168	–	–	0.02%	228
2021 Q2	$205K	Buy	+1,168	New	+$175K	0.02%	234

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

Fiduciary Group's EXR Position: Q1 2026 in Review

Fiduciary Group held its Extra Space Storage (EXR) position steady in Q1 2026 at 2,138 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #267.

Fiduciary Group first reported a position in EXR in Q2 2021 and has held it in 16 quarters since. The position peaked at $395K in Q3 2023. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

Fiduciary Group held 2,138 shares of Extra Space Storage worth $280K as of Q1 2026.
Fiduciary Group left its Extra Space Storage share count unchanged in Q1 2026.
Extra Space Storage made up 0.02% of Fiduciary Group's portfolio in Q1 2026, its #267 holding.
Fiduciary Group first reported a position in Extra Space Storage in Q2 2021 and has held it in 16 quarters since.
Fiduciary Group's Extra Space Storage position peaked at $395K in Q3 2023.
763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.