Jones Financial Companies
EXR icon

Jones Financial Companies’s Extra Space Storage EXR Stock Holding History

Jones Financial Companies’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 		$1.26M Buy
8,437
+1,925
+30% +$275K ﹤0.01% 1776
2026
Q1 		$840K Buy
6,512
+4,357
+202% +$614K ﹤0.01% 1794
2025
Q4 		$281K Buy
2,155
+180
+9% +$24.5K ﹤0.01% 1755
2025
Q3 		$276K Sell
1,975
-51
-3% -$7.33K ﹤0.01% 1654
2025
Q2 		$295K Buy
2,026
+435
+27% +$63.3K ﹤0.01% 1497
2025
Q1 		$231K Buy
1,591
+482
+43% +$73.1K ﹤0.01% 1439
2024
Q4 		$166K Buy
1,109
+185
+20% +$30.3K ﹤0.01% 1432
2024
Q3 		$164K Buy
924
+651
+238% +$110K ﹤0.01% 1205
2024
Q2 		$42.4K Buy
273
+169
+163% +$24.6K ﹤0.01% 1305
2024
Q1 		$15.3K Buy
+104
New +$15.2K ﹤0.01% 965
2021
Q2 		– Sell
-350
Closed -$46K – 685
2021
Q1 		$46K Buy
+350
New +$42.4K ﹤0.01% 356
2013
Q3 		– Sell
-930
Closed -$39K – 752
2013
Q2 		$39K Buy
+930
New +$39.4K ﹤0.01% 350

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

Jones Financial Companies's EXR Position: Q2 2026 in Review

Jones Financial Companies increased its Extra Space Storage (EXR) stake by 30% in Q2 2026, buying an estimated $275K and bringing the position to 8,437 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1776.

Jones Financial Companies first reported a position in EXR in Q2 2013 and has held it in 12 quarters since. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Jones Financial Companies held 8,437 shares of Extra Space Storage worth $1.26M as of Q2 2026.
  • Jones Financial Companies bought 1,925 Extra Space Storage shares in Q2 2026, an estimated $275K.
  • Extra Space Storage made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1776 holding.
  • Jones Financial Companies first reported a position in Extra Space Storage in Q2 2013 and has held it in 12 quarters since.
  • 793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.