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Independent Financial Group’s Extra Space Storage EXR Stock Holding History

Independent Financial Group’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 		$360K Buy
2,478
+321
+15% +$45.9K 0.01% 1140
2026
Q1 		$283K Buy
2,157
+62
+3% +$8.74K 0.01% 1189
2025
Q4 		$273K Sell
2,095
-257
-11% -$35K 0.01% 1197
2025
Q3 		$331K Buy
2,352
+198
+9% +$28.4K 0.01% 1042
2025
Q2 		$318K Buy
+2,154
New +$313K 0.01% 1006
2024
Q3 		– Sell
-1,661
Closed -$258K – 1150
2024
Q2 		$258K Sell
1,661
-7
-0.4% -$1.02K 0.01% 903
2024
Q1 		$245K Buy
1,668
+32
+2% +$4.67K 0.01% 878
2023
Q4 		$262K Buy
+1,636
New +$208K 0.01% 784
2022
Q2 		– Sell
-3,241
Closed -$666K – 742
2022
Q1 		$666K Sell
3,241
-385
-11% -$76.5K 0.05% 350
2021
Q4 		$822K Buy
3,626
+45
+1% +$8.92K 0.07% 300
2021
Q3 		$602K Sell
3,581
-580
-14% -$103K 0.06% 317
2021
Q2 		$682K Sell
4,161
-100
-2% -$15K 0.07% 292
2021
Q1 		$565K Buy
+4,261
New +$516K 0.07% 307

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

Independent Financial Group's EXR Position: Q2 2026 in Review

Independent Financial Group increased its Extra Space Storage (EXR) stake by 15% in Q2 2026, buying an estimated $45.9K and bringing the position to 2,478 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #1140.

Independent Financial Group first reported a position in EXR in Q1 2021 and has held it in 13 quarters since. The position peaked at $822K in Q4 2021. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Independent Financial Group held 2,478 shares of Extra Space Storage worth $360K as of Q2 2026.
  • Independent Financial Group bought 321 Extra Space Storage shares in Q2 2026, an estimated $45.9K.
  • Extra Space Storage made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1140 holding.
  • Independent Financial Group first reported a position in Extra Space Storage in Q1 2021 and has held it in 13 quarters since.
  • Independent Financial Group's Extra Space Storage position peaked at $822K in Q4 2021.
  • 793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.