Focus Partners Advisor Solutions
EXR icon

Focus Partners Advisor Solutions’s Extra Space Storage EXR Stock Holding History

Focus Partners Advisor Solutions’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
Q3 		$486K Buy
+3,696
New +$530K ﹤0.01% 910
2026
Q1 		– Sell
-2,712
Closed -$353K – 1280
2025
Q4 		$353K Sell
2,712
-2,656
-49% -$362K ﹤0.01% 834
2025
Q3 		$727K Sell
5,368
-1,568
-23% -$225K 0.01% 630
2025
Q2 		$1.02M Buy
6,936
+4,074
+142% +$593K 0.01% 434
2025
Q1 		$425K Buy
+2,862
New +$434K 0.01% 642

Other funds holding EXR

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return

Focus Partners Advisor Solutions's EXR Position: Q3 2026 in Review

Focus Partners Advisor Solutions opened a new position in Extra Space Storage (EXR) in Q3 2026: 3,696 shares worth $486K. The stake represents ﹤0.01% of the portfolio and ranks #910 among its holdings. This is a return to the name: Focus Partners Advisor Solutions previously reported a position in EXR as recently as Q4 2025.

Focus Partners Advisor Solutions first reported a position in EXR in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.02M in Q2 2025. 554 funds tracked by Wall St. Rank hold EXR as of Q3 2026.

  • Focus Partners Advisor Solutions held 3,696 shares of Extra Space Storage worth $486K as of Q3 2026.
  • Extra Space Storage was a new Focus Partners Advisor Solutions position in Q3 2026.
  • Extra Space Storage made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q3 2026, its #910 holding.
  • Focus Partners Advisor Solutions first reported a position in Extra Space Storage in Q1 2025 and has held it in 5 quarters since.
  • Focus Partners Advisor Solutions's Extra Space Storage position peaked at $1.02M in Q2 2025.
  • 554 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q3 2026, filed 10 Nov 2026.