LFG
EXR icon

Larson Financial Group’s Extra Space Storage EXR Stock Holding History

Larson Financial Group’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 		$53.5K Sell
368
-1,891
-84% -$270K ﹤0.01% 1497
2026
Q1 		$296K Sell
2,259
-131
-5% -$18.5K 0.01% 614
2025
Q4 		$311K Sell
2,390
-469
-16% -$64K 0.01% 597
2025
Q3 		$403K Sell
2,859
-673
-19% -$96.7K 0.01% 521
2025
Q2 		$521K Sell
3,532
-10
-0.3% -$1.46K 0.02% 420
2025
Q1 		$526K Buy
3,542
+3,291
+1,311% +$499K 0.02% 395
2024
Q4 		$37.5K Sell
251
-659
-72% -$108K ﹤0.01% 986
2024
Q3 		$164K Sell
910
-218
-19% -$36.8K 0.01% 620
2024
Q2 		$175K Buy
1,128
+1,127
+112,700% +$164K 0.01% 512
2024
Q1 		$147 Hold
1
– – ﹤0.01% 1667
2023
Q4 		$160 Buy
+1
New +$127 ﹤0.01% 1670
2023
Q1 		– Sell
-48
Closed -$7.04K – 1562
2022
Q4 		$7.04K Buy
48
+1
+2% +$160 ﹤0.01% 958
2022
Q3 		$8K Hold
47
– – ﹤0.01% 839
2022
Q2 		$8K Buy
+47
New +$8.71K ﹤0.01% 775

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

Larson Financial Group's EXR Position: Q2 2026 in Review

Larson Financial Group reduced its Extra Space Storage (EXR) stake by 84% in Q2 2026, selling an estimated $270K and leaving 368 shares worth $53.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1497.

Larson Financial Group first reported a position in EXR in Q2 2022 and has held it in 14 quarters since. The position peaked at $526K in Q1 2025. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Larson Financial Group held 368 shares of Extra Space Storage worth $53.5K as of Q2 2026.
  • Larson Financial Group sold 1,891 Extra Space Storage shares in Q2 2026, an estimated $270K.
  • Extra Space Storage made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1497 holding.
  • Larson Financial Group first reported a position in Extra Space Storage in Q2 2022 and has held it in 14 quarters since.
  • Larson Financial Group's Extra Space Storage position peaked at $526K in Q1 2025.
  • 793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

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