Focus Partners Wealth
EXR icon

Focus Partners Wealth’s Extra Space Storage EXR Stock Holding History

Focus Partners Wealth’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 		$33.1M Buy
227,570
+7,639
+3% +$1.09M 0.03% 403
2026
Q1 		$28.8M Sell
219,931
-5,811
-3% -$819K 0.03% 411
2025
Q4 		$29.4M Sell
225,742
-8,888
-4% -$1.21M 0.03% 404
2025
Q3 		$32.9M Buy
234,630
+74,451
+46% +$10.7M 0.05% 290
2025
Q2 		$23.6M Buy
160,179
+4,044
+3% +$588K 0.05% 322
2025
Q1 		$23.2M Buy
156,135
+118
+0.1% +$17.9K 0.06% 291
2024
Q4 		$23.3M Buy
156,017
+124,966
+402% +$20.5M 0.06% 287
2024
Q3 		$5.48M Sell
31,051
-122,564
-80% -$20.7M 0.02% 539
2024
Q2 		$23.9M Buy
153,615
+5,457
+4% +$796K 0.08% 222
2024
Q1 		$21.8M Buy
148,158
+116,314
+365% +$17M 0.18% 144
2023
Q4 		$5.11M Buy
+31,844
New +$4.05M 0.07% 231

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

Focus Partners Wealth's EXR Position: Q2 2026 in Review

Focus Partners Wealth increased its Extra Space Storage (EXR) stake by 3.5% in Q2 2026, buying an estimated $1.09M and bringing the position to 227,570 shares worth $33.1M. The position accounts for 0.03% of the portfolio, ranked #403.

Focus Partners Wealth first reported a position in EXR in Q4 2023 and has held it in 11 quarters since. 798 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Focus Partners Wealth held 227,570 shares of Extra Space Storage worth $33.1M as of Q2 2026.
  • Focus Partners Wealth bought 7,639 Extra Space Storage shares in Q2 2026, an estimated $1.09M.
  • Extra Space Storage made up 0.03% of Focus Partners Wealth's portfolio in Q2 2026, its #403 holding.
  • Focus Partners Wealth first reported a position in Extra Space Storage in Q4 2023 and has held it in 11 quarters since.
  • 798 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.