FC
EXR icon

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
Q2 		$1.74K Hold
12
– – ﹤0.01% 1052
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 $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

Financial Consulate's EXR Position: Q2 2026 in Review

Financial Consulate held its Extra Space Storage (EXR) position steady in Q2 2026 at 12 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1052.

Financial Consulate first reported a position in EXR in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.97K in Q3 2025. 798 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Financial Consulate held 12 shares of Extra Space Storage worth $1.74K as of Q2 2026.
  • Financial Consulate left its Extra Space Storage share count unchanged in Q2 2026.
  • Extra Space Storage made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1052 holding.
  • Financial Consulate first reported a position in Extra Space Storage in Q3 2025 and has held it in 4 quarters since.
  • Financial Consulate's Extra Space Storage position peaked at $1.97K in Q3 2025.
  • 798 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.