KF
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Krilogy Financial’s Extra Space Storage EXR Stock Holding History

Krilogy Financial’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 		$954K Buy
6,567
+875
+15% +$125K 0.03% 412
2026
Q1 		$806K Buy
5,692
+1,266
+29% +$178K 0.03% 432
2025
Q4 		$620K Buy
4,426
+154
+4% +$21K 0.02% 486
2025
Q3 		$568K Buy
+4,272
New +$614K 0.02% 487

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

Krilogy Financial's EXR Position: Q2 2026 in Review

Krilogy Financial increased its Extra Space Storage (EXR) stake by 15% in Q2 2026, buying an estimated $125K and bringing the position to 6,567 shares worth $954K. The position accounts for 0.03% of the portfolio, ranked #412.

Krilogy Financial first reported a position in EXR in Q3 2025 and has held it in 4 quarters since. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Krilogy Financial held 6,567 shares of Extra Space Storage worth $954K as of Q2 2026.
  • Krilogy Financial bought 875 Extra Space Storage shares in Q2 2026, an estimated $125K.
  • Extra Space Storage made up 0.03% of Krilogy Financial's portfolio in Q2 2026, its #412 holding.
  • Krilogy Financial first reported a position in Extra Space Storage in Q3 2025 and has held it in 4 quarters since.
  • 793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.