Lincluden Management’s Extra Space Storage EXR Stock Holding History

Lincluden Management’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	$1.81M	Hold	12,429	–	–	0.18%	63
2026 Q1	$1.63M	Sell	12,429 -4,365	-26%	-$615K	0.17%	67
2025 Q4	$2.19M	Hold	16,794	–	–	0.19%	65
2025 Q3	$2.37M	Hold	16,794	–	–	0.26%	63
2025 Q2	$2.48M	Sell	16,794 -72	-0.4%	-$10.5K	0.27%	62
2025 Q1	$2.5M	Hold	16,866	–	–	0.32%	59
2024 Q4	$2.52M	Sell	16,866 -908	-5%	-$149K	0.31%	61
2024 Q3	$3.2M	Sell	17,774 -385	-2%	-$65K	0.35%	54
2024 Q2	$2.82M	Sell	18,159 -18,348	-50%	-$2.67M	0.34%	59
2024 Q1	$5.37M	Buy	36,507 +5,407	+17%	+$788K	0.64%	34
2023 Q4	$4.99M	Buy	31,100 +6,765	+28%	+$860K	0.61%	33
2023 Q3	$2.96M	Hold	24,335	–	–	0.36%	51
2023 Q2	$3.62M	Hold	24,335	–	–	0.42%	42
2023 Q1	$3.96M	Buy	+24,335	New	+$3.82M	0.45%	42
2022 Q1	–	Sell	-22,156	Closed	-$5.02M	–	76
2021 Q4	$5.02M	Sell	22,156 -527	-2%	-$104K	0.46%	44
2021 Q3	$3.81M	Sell	22,683 -6,250	-22%	-$1.1M	0.38%	48
2021 Q2	$4.74M	Hold	28,933	–	–	0.45%	40
2021 Q1	$3.83M	Sell	28,933 -11,967	-29%	-$1.45M	0.37%	49
2020 Q4	$4.74M	Buy	40,900 +23,500	+135%	+$2.68M	0.49%	37
2020 Q3	$1.86M	Buy	+17,400	New	+$1.8M	0.18%	58

Other funds holding EXR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lincluden Management's EXR Position: Q2 2026 in Review

Lincluden Management held its Extra Space Storage (EXR) position steady in Q2 2026 at 12,429 shares worth $1.81M. The position accounts for 0.18% of the portfolio, ranked #63.

Lincluden Management first reported a position in EXR in Q3 2020 and has held it in 20 quarters since. The position peaked at $5.37M in Q1 2024. 798 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

Lincluden Management held 12,429 shares of Extra Space Storage worth $1.81M as of Q2 2026.
Lincluden Management left its Extra Space Storage share count unchanged in Q2 2026.
Extra Space Storage made up 0.18% of Lincluden Management's portfolio in Q2 2026, its #63 holding.
Lincluden Management first reported a position in Extra Space Storage in Q3 2020 and has held it in 20 quarters since.
Lincluden Management's Extra Space Storage position peaked at $5.37M in Q1 2024.
798 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Lincluden Management's 13F filing for Q2 2026, filed 24 Jul 2026.