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
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 $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

Focus Partners Wealth's EXR Position: Q1 2026 in Review

Focus Partners Wealth reduced its Extra Space Storage (EXR) stake by 2.6% in Q1 2026, selling an estimated $819K and leaving 219,931 shares worth $28.8M. The position accounts for 0.03% of the portfolio, ranked #411.

Focus Partners Wealth first reported a position in EXR in Q4 2023 and has held it in 10 quarters since. The position peaked at $32.9M in Q3 2025. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Focus Partners Wealth held 219,931 shares of Extra Space Storage worth $28.8M as of Q1 2026.
  • Focus Partners Wealth sold 5,811 Extra Space Storage shares in Q1 2026, an estimated $819K.
  • Extra Space Storage made up 0.03% of Focus Partners Wealth's portfolio in Q1 2026, its #411 holding.
  • Focus Partners Wealth first reported a position in Extra Space Storage in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's Extra Space Storage position peaked at $32.9M in Q3 2025.
  • 763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.