FAM
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Fulcrum Asset Management’s Extra Space Storage EXR Stock Holding History

Fulcrum Asset Management’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 		$56.6K Buy
382
+18
+5% +$2.57K 0.01% 554
2026
Q1 		$46.7K Hold
364
– – 0.01% 191
2025
Q4 		$47.9K Hold
364
– – 0.01% 160
2025
Q3 		$51.3K Hold
364
– – 0.01% 155
2025
Q2 		$53.7K Buy
+364
New +$53K 0.02% 162

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

Fulcrum Asset Management's EXR Position: Q2 2026 in Review

Fulcrum Asset Management increased its Extra Space Storage (EXR) stake by 4.9% in Q2 2026, buying an estimated $2.57K and bringing the position to 382 shares worth $56.6K. The position accounts for 0.01% of the portfolio, ranked #554.

Fulcrum Asset Management first reported a position in EXR in Q2 2025 and has held it in 5 quarters since. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Fulcrum Asset Management held 382 shares of Extra Space Storage worth $56.6K as of Q2 2026.
  • Fulcrum Asset Management bought 18 Extra Space Storage shares in Q2 2026, an estimated $2.57K.
  • Extra Space Storage made up 0.01% of Fulcrum Asset Management's portfolio in Q2 2026, its #554 holding.
  • Fulcrum Asset Management first reported a position in Extra Space Storage in Q2 2025 and has held it in 5 quarters since.
  • 793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.