GI
EXR icon

Gradient Investments’s Extra Space Storage EXR Stock Holding History

Gradient Investments’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 		$21.8M Sell
150,351
-12,466
-8% -$1.78M 0.3% 99
2026
Q1 		$21.4M Sell
162,817
-9,877
-6% -$1.39M 0.33% 91
2025
Q4 		$22.5M Sell
172,694
-2,332
-1% -$318K 0.36% 85
2025
Q3 		$24.7M Sell
175,026
-55,071
-24% -$7.91M 0.41% 75
2025
Q2 		$33.9M Buy
230,097
+6,929
+3% +$1.01M 0.62% 52
2025
Q1 		$33.1M Buy
223,168
+23,775
+12% +$3.61M 0.67% 49
2024
Q4 		$29.8M Buy
199,393
+10,619
+6% +$1.74M 0.6% 52
2024
Q3 		$34M Buy
188,774
+66,241
+54% +$11.2M 0.71% 48
2024
Q2 		$19M Buy
122,533
+1,722
+1% +$251K 0.43% 70
2024
Q1 		$17.8M Sell
120,811
-69,805
-37% -$10.2M 0.41% 73
2023
Q4 		$30.6M Buy
190,616
+14,963
+9% +$1.9M 0.74% 37
2023
Q3 		$21.4M Buy
175,653
+6,469
+4% +$868K 0.56% 50
2023
Q2 		$25.2M Buy
169,184
+16,540
+11% +$2.49M 0.65% 47
2023
Q1 		$24.9M Sell
152,644
-18,426
-11% -$2.9M 0.68% 37
2022
Q4 		$25.2M Buy
171,070
+170,932
+123,864% +$27.3M 0.79% 29
2022
Q3 		$24K Buy
138
+92
+200% +$17.4K ﹤0.01% 629
2022
Q2 		$8K Sell
46
-17
-27% -$3.15K ﹤0.01% 818
2022
Q1 		$13K Sell
63
-9
-13% -$1.79K ﹤0.01% 721
2021
Q4 		$16K Sell
72
-13
-15% -$2.58K ﹤0.01% 693
2021
Q3 		$14K Sell
85
-56
-40% -$9.9K ﹤0.01% 703
2021
Q2 		$23K Sell
141
-32
-18% -$4.79K ﹤0.01% 609
2021
Q1 		$23K Sell
173
-85,850
-100% -$10.4M ﹤0.01% 593
2020
Q4 		$9.2M Sell
86,023
-1,186
-1% -$135K 0.39% 72
2020
Q3 		$9.33M Buy
87,209
+891
+1% +$92.1K 0.39% 72
2020
Q2 		$7.97M Sell
86,318
-3,798
-4% -$353K 0.36% 81
2020
Q1 		$8.63M Buy
90,116
+2,143
+2% +$223K 0.47% 58
2019
Q4 		$9.29M Buy
87,973
+12,831
+17% +$1.4M 0.41% 79
2019
Q3 		$8.78M Sell
75,142
-12,925
-15% -$1.49M 0.43% 69
2019
Q2 		$9.34M Buy
88,067
+5,929
+7% +$623K 0.48% 53
2019
Q1 		$8.37M Sell
82,138
-13,910
-14% -$1.34M 0.54% 39
2018
Q4 		$8.69M Buy
96,048
+96,013
+274,323% +$8.73M 0.52% 38
2018
Q3 		$3K Hold
35
– – ﹤0.01% 794
2018
Q2 		$4K Sell
35
-11
-24% -$1.02K ﹤0.01% 745
2018
Q1 		$4K Sell
46
-191
-81% -$16.1K ﹤0.01% 743
2017
Q4 		$21K Sell
237
-89,960
-100% -$7.59M ﹤0.01% 462
2017
Q3 		$7.21M Buy
90,197
+4,031
+5% +$314K 0.46% 52
2017
Q2 		$6.72M Buy
86,166
+6,011
+7% +$461K 0.47% 52
2017
Q1 		$5.96M Buy
80,155
+14,038
+21% +$1.06M 0.46% 70
2016
Q4 		$5.11M Buy
66,117
+9,095
+16% +$669K 0.45% 66
2016
Q3 		$4.53M Buy
+57,022
New +$4.81M 0.44% 66

Other funds holding EXR

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return

Gradient Investments's EXR Position: Q2 2026 in Review

Gradient Investments reduced its Extra Space Storage (EXR) stake by 7.7% in Q2 2026, selling an estimated $1.78M and leaving 150,351 shares worth $21.8M. The position accounts for 0.3% of the portfolio, ranked #99.

Gradient Investments first reported a position in EXR in Q3 2016 and has held it in 40 quarters since. The position peaked at $34M in Q3 2024. 98 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Gradient Investments held 150,351 shares of Extra Space Storage worth $21.8M as of Q2 2026.
  • Gradient Investments sold 12,466 Extra Space Storage shares in Q2 2026, an estimated $1.78M.
  • Extra Space Storage made up 0.3% of Gradient Investments's portfolio in Q2 2026, its #99 holding.
  • Gradient Investments first reported a position in Extra Space Storage in Q3 2016 and has held it in 40 quarters since.
  • Gradient Investments's Extra Space Storage position peaked at $34M in Q3 2024.
  • 98 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.