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Greenleaf Trust’s Extra Space Storage EXR Stock Holding History

Greenleaf Trust’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 		$231K Buy
+1,765
New +$249K ﹤0.01% 736
2025
Q4 		– Sell
-2,156
Closed -$304K – 834
2025
Q3 		$304K Sell
2,156
-93
-4% -$13.4K ﹤0.01% 634
2025
Q2 		$332K Sell
2,249
-360
-14% -$52.4K ﹤0.01% 596
2025
Q1 		$387K Buy
2,609
+449
+21% +$68.1K ﹤0.01% 566
2024
Q4 		$323K Buy
2,160
+282
+15% +$46.2K ﹤0.01% 630
2024
Q3 		$338K Buy
1,878
+30
+2% +$5.06K ﹤0.01% 623
2024
Q2 		$287K Buy
1,848
+42
+2% +$6.12K ﹤0.01% 638
2024
Q1 		$265K Sell
1,806
-29
-2% -$4.23K ﹤0.01% 648
2023
Q4 		$294K Sell
1,835
-750
-29% -$95.4K ﹤0.01% 597
2023
Q3 		$314K Buy
2,585
+882
+52% +$118K ﹤0.01% 560
2023
Q2 		$253K Sell
1,703
-324
-16% -$48.7K ﹤0.01% 647
2023
Q1 		$330K Buy
2,027
+563
+38% +$88.5K ﹤0.01% 570
2022
Q4 		$215K Sell
1,464
-297
-17% -$47.5K ﹤0.01% 682
2022
Q3 		$304K Buy
1,761
+181
+11% +$34.2K ﹤0.01% 531
2022
Q2 		$269K Buy
1,580
+66
+4% +$12.2K ﹤0.01% 587
2022
Q1 		$311K Sell
1,514
-48
-3% -$9.54K ﹤0.01% 579
2021
Q4 		$354K Buy
1,562
+21
+1% +$4.16K ﹤0.01% 545
2021
Q3 		$259K Buy
1,541
+109
+8% +$19.3K ﹤0.01% 617
2021
Q2 		$235K Buy
+1,432
New +$215K ﹤0.01% 653

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

Greenleaf Trust's EXR Position: Q1 2026 in Review

Greenleaf Trust opened a new position in Extra Space Storage (EXR) in Q1 2026: 1,765 shares worth $231K. The stake represents ﹤0.01% of the portfolio and ranks #736 among its holdings. This is a return to the name: Greenleaf Trust previously reported a position in EXR as recently as Q3 2025.

Greenleaf Trust first reported a position in EXR in Q2 2021 and has held it in 19 quarters since. The position peaked at $387K in Q1 2025. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Greenleaf Trust held 1,765 shares of Extra Space Storage worth $231K as of Q1 2026.
  • Extra Space Storage was a new Greenleaf Trust position in Q1 2026.
  • Extra Space Storage made up ﹤0.01% of Greenleaf Trust's portfolio in Q1 2026, its #736 holding.
  • Greenleaf Trust first reported a position in Extra Space Storage in Q2 2021 and has held it in 19 quarters since.
  • Greenleaf Trust's Extra Space Storage position peaked at $387K in Q1 2025.
  • 763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.