FC
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Financial Consulate’s Extra Space Storage EXR Stock Holding History

Financial Consulate’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 		$1.57K Buy
12
+2
+20% +$282 ﹤0.01% 1025
2025
Q4 		$1.3K Sell
10
-4
-29% -$545 ﹤0.01% 972
2025
Q3 		$1.97K Buy
+14
New +$2.01K ﹤0.01% 782

Other funds holding EXR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Consulate's EXR Position: Q1 2026 in Review

Financial Consulate increased its Extra Space Storage (EXR) stake by 20% in Q1 2026, buying an estimated $282 and bringing the position to 12 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

Financial Consulate first reported a position in EXR in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.97K in Q3 2025. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Financial Consulate held 12 shares of Extra Space Storage worth $1.57K as of Q1 2026.
  • Financial Consulate bought 2 Extra Space Storage shares in Q1 2026, an estimated $282.
  • Extra Space Storage made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #1025 holding.
  • Financial Consulate first reported a position in Extra Space Storage in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's Extra Space Storage position peaked at $1.97K in Q3 2025.
  • 763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.