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Financial Management Professionals’s Extra Space Storage EXR Stock Holding History

Financial Management Professionals’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 		$6.83K Buy
47
+2
+4% +$286 ﹤0.01% 645
2026
Q1 		$5.9K Sell
45
-11
-20% -$1.55K ﹤0.01% 605
2025
Q4 		$7.29K Buy
56
+6
+12% +$818 ﹤0.01% 578
2025
Q3 		$7.05K Buy
50
+11
+28% +$1.58K ﹤0.01% 562
2025
Q2 		$5.75K Hold
39
– – ﹤0.01% 613
2025
Q1 		$5.79K Sell
39
-1
-3% -$152 ﹤0.01% 610
2024
Q4 		$5.98K Sell
40
-4
-9% -$656 ﹤0.01% 589
2024
Q3 		$8K Buy
44
+6
+16% +$1.01K ﹤0.01% 556
2024
Q2 		$6K Sell
38
-119
-76% -$17.3K ﹤0.01% 561
2024
Q1 		$23K Buy
157
+1
+0.6% +$146 ﹤0.01% 392
2023
Q4 		$25K Buy
156
+1
+0.6% +$127 ﹤0.01% 358
2023
Q3 		$19K Buy
155
+20
+15% +$2.69K ﹤0.01% 379
2023
Q2 		$20K Sell
135
-4
-3% -$602 ﹤0.01% 409
2023
Q1 		$23K Buy
139
+4
+3% +$629 ﹤0.01% 398
2022
Q4 		$20K Buy
135
+93
+221% +$14.9K ﹤0.01% 371
2022
Q3 		$7K Buy
42
+16
+62% +$3.03K ﹤0.01% 542
2022
Q2 		$4K Buy
26
+1
+4% +$185 ﹤0.01% 649
2022
Q1 		$5K Buy
25
+2
+9% +$398 ﹤0.01% 628
2021
Q4 		$5K Hold
23
– – ﹤0.01% 587
2021
Q3 		$4K Hold
23
– – ﹤0.01% 613
2021
Q2 		$4K Buy
23
+3
+15% +$449 ﹤0.01% 553
2021
Q1 		$3K Hold
20
– – ﹤0.01% 525
2020
Q4 		$2K Hold
20
– – ﹤0.01% 542
2020
Q3 		$2K Buy
20
+3
+18% +$310 ﹤0.01% 502
2020
Q2 		$2K Buy
+17
New +$1.58K ﹤0.01% 499

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 Management Professionals's EXR Position: Q2 2026 in Review

Financial Management Professionals increased its Extra Space Storage (EXR) stake by 4.4% in Q2 2026, buying an estimated $286 and bringing the position to 47 shares worth $6.83K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

Financial Management Professionals first reported a position in EXR in Q2 2020 and has held it in 25 quarters since. The position peaked at $25K in Q4 2023. 791 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Financial Management Professionals held 47 shares of Extra Space Storage worth $6.83K as of Q2 2026.
  • Financial Management Professionals bought 2 Extra Space Storage shares in Q2 2026, an estimated $286.
  • Extra Space Storage made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #645 holding.
  • Financial Management Professionals first reported a position in Extra Space Storage in Q2 2020 and has held it in 25 quarters since.
  • Financial Management Professionals's Extra Space Storage position peaked at $25K in Q4 2023.
  • 791 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.