Johnson Financial Group Inc (Wisconsin)’s Extra Space Storage EXR Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	–	Sell	-23	Closed	-$3.02K	–	862
2026 Q1	$3.02K	Hold	23	–	–	﹤0.01%	748
2025 Q4	$3K	Sell	23 -107	-82%	-$14.6K	﹤0.01%	764
2025 Q3	$18.3K	Buy	130 +30	+30%	+$4.31K	﹤0.01%	717
2025 Q2	$14.7K	Sell	100 -1,702	-94%	-$248K	﹤0.01%	581
2025 Q1	$268K	Buy	+1,802	New	+$273K	0.01%	307
2024 Q4	–	Sell	-2,800	Closed	-$505K	–	884
2024 Q3	$505K	Buy	+2,800	New	+$473K	0.02%	231
2024 Q1	–	Sell	-2,292	Closed	-$367K	–	847
2023 Q4	$367K	Buy	+2,292	New	+$291K	0.02%	221

Other funds holding EXR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s EXR Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Extra Space Storage (EXR) in Q2 2026, closing a stake of 23 shares — an estimated $3.02K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in EXR in Q4 2023 and held it in 7 quarters. The position peaked at $505K in Q3 2024. 791 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) reported no remaining Extra Space Storage position as of Q2 2026 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 23 Extra Space Storage shares in Q2 2026, an estimated $3.02K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Extra Space Storage in Q4 2023 and held it in 7 quarters.
Johnson Financial Group Inc (Wisconsin)'s Extra Space Storage position peaked at $505K in Q3 2024.
791 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.