Fortitude Family Office’s Extra Space Storage EXR Stock Holding History

Fortitude Family Office’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	$5.09K	Hold	35	–	–	﹤0.01%	1061
2026 Q1	$4.59K	Sell	35 -2	-5%	-$282	﹤0.01%	945
2025 Q4	$4.82K	Sell	37 -17	-31%	-$2.32K	﹤0.01%	823
2025 Q3	$7.61K	Sell	54 -2	-4%	-$287	﹤0.01%	657
2025 Q2	$8.26K	Sell	56 -4	-7%	-$582	﹤0.01%	623
2025 Q1	$8.91K	Sell	60 -10	-14%	-$1.52K	﹤0.01%	571
2024 Q4	$10.5K	Buy	70 +10	+17%	+$1.64K	﹤0.01%	621
2024 Q3	$10.8K	Hold	60	–	–	﹤0.01%	554
2024 Q2	$9.32K	Hold	60	–	–	0.01%	428
2024 Q1	$8.82K	Hold	60	–	–	0.01%	432
2023 Q4	$9.62K	Buy	+60	New	+$7.63K	0.01%	417

Other funds holding EXR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fortitude Family Office's EXR Position: Q2 2026 in Review

Fortitude Family Office held its Extra Space Storage (EXR) position steady in Q2 2026 at 35 shares worth $5.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

Fortitude Family Office first reported a position in EXR in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.8K in Q3 2024. 791 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

Fortitude Family Office held 35 shares of Extra Space Storage worth $5.09K as of Q2 2026.
Fortitude Family Office left its Extra Space Storage share count unchanged in Q2 2026.
Extra Space Storage made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1061 holding.
Fortitude Family Office first reported a position in Extra Space Storage in Q4 2023 and has held it in 11 quarters since.
Fortitude Family Office's Extra Space Storage position peaked at $10.8K in Q3 2024.
791 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.