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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
Q2 		$244K Sell
1,682
-83
-5% -$11.9K ﹤0.01% 768
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 $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

Greenleaf Trust's EXR Position: Q2 2026 in Review

Greenleaf Trust reduced its Extra Space Storage (EXR) stake by 4.7% in Q2 2026, selling an estimated $11.9K and leaving 1,682 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #768.

Greenleaf Trust first reported a position in EXR in Q2 2021 and has held it in 20 quarters since. The position peaked at $387K in Q1 2025. 798 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Greenleaf Trust held 1,682 shares of Extra Space Storage worth $244K as of Q2 2026.
  • Greenleaf Trust sold 83 Extra Space Storage shares in Q2 2026, an estimated $11.9K.
  • Extra Space Storage made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #768 holding.
  • Greenleaf Trust first reported a position in Extra Space Storage in Q2 2021 and has held it in 20 quarters since.
  • Greenleaf Trust's Extra Space Storage position peaked at $387K in Q1 2025.
  • 798 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.