KAS
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Kestra Advisory Services’s Extra Space Storage EXR Stock Holding History

Kestra Advisory Services’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 		$1.91M Buy
13,133
+375
+3% +$53.6K 0.01% 1394
2026
Q1 		$1.67M Buy
12,758
+314
+3% +$44.3K 0.01% 1418
2025
Q4 		$1.62M Buy
12,444
+3,341
+37% +$456K 0.01% 1341
2025
Q3 		$1.28M Buy
9,103
+6,387
+235% +$917K 0.01% 1424
2025
Q2 		$400K Sell
2,716
-686
-20% -$99.8K ﹤0.01% 2131
2025
Q1 		$505K Sell
3,402
-2,894
-46% -$439K ﹤0.01% 1811
2024
Q4 		$942K Buy
6,296
+4,649
+282% +$762K 0.01% 1457
2024
Q3 		$297K Sell
1,647
-1,382
-46% -$233K ﹤0.01% 2094
2024
Q2 		$471K Sell
3,029
-2,304
-43% -$336K ﹤0.01% 1818
2024
Q1 		$784K Buy
5,333
+4,061
+319% +$592K 0.01% 1392
2023
Q4 		$204K Buy
+1,272
New +$162K ﹤0.01% 2098

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

Kestra Advisory Services's EXR Position: Q2 2026 in Review

Kestra Advisory Services increased its Extra Space Storage (EXR) stake by 2.9% in Q2 2026, buying an estimated $53.6K and bringing the position to 13,133 shares worth $1.91M. The position accounts for 0.01% of the portfolio, ranked #1394.

Kestra Advisory Services first reported a position in EXR in Q4 2023 and has held it in 11 quarters since. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Kestra Advisory Services held 13,133 shares of Extra Space Storage worth $1.91M as of Q2 2026.
  • Kestra Advisory Services bought 375 Extra Space Storage shares in Q2 2026, an estimated $53.6K.
  • Extra Space Storage made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1394 holding.
  • Kestra Advisory Services first reported a position in Extra Space Storage in Q4 2023 and has held it in 11 quarters since.
  • 793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.