Key Financial Inc’s Extra Space Storage EXR Stock Holding History

Key Financial Inc’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 Q1	$3.8K	Hold	29	–	–	﹤0.01%	1083
2025 Q4	$3.78K	Hold	29	–	–	﹤0.01%	1091
2025 Q3	$4.09K	Sell	29 -2	-6%	-$287	﹤0.01%	1081
2025 Q2	$4.57K	Hold	31	–	–	﹤0.01%	1050
2025 Q1	$4.6K	Hold	31	–	–	﹤0.01%	1012
2024 Q4	$4.64K	Hold	31	–	–	﹤0.01%	1015
2024 Q3	$5.59K	Buy	31 +2	+7%	+$338	﹤0.01%	950
2024 Q2	$4.51K	Hold	29	–	–	﹤0.01%	980
2024 Q1	$4.26K	Hold	29	–	–	﹤0.01%	984
2023 Q4	$4.65K	Hold	29	–	–	﹤0.01%	953
2023 Q3	$3.53K	Buy	+29	New	+$3.89K	﹤0.01%	1025

Other funds holding EXR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Key Financial Inc's EXR Position: Q1 2026 in Review

Key Financial Inc held its Extra Space Storage (EXR) position steady in Q1 2026 at 29 shares worth $3.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1083.

Key Financial Inc first reported a position in EXR in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.59K in Q3 2024. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

Key Financial Inc held 29 shares of Extra Space Storage worth $3.8K as of Q1 2026.
Key Financial Inc left its Extra Space Storage share count unchanged in Q1 2026.
Extra Space Storage made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #1083 holding.
Key Financial Inc first reported a position in Extra Space Storage in Q3 2023 and has held it in 11 quarters since.
Key Financial Inc's Extra Space Storage position peaked at $5.59K in Q3 2024.
763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.