Mackenzie Financial’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.52M | Sell |
24,240
-1,273
| -5% | -$182K | ﹤0.01% | 915 |
|
|
2026
Q1 | $3.35M | Buy |
25,513
+1,945
| +8% | +$274K | ﹤0.01% | 805 |
|
|
2025
Q4 | $3.09M | Buy |
23,568
+1,232
| +6% | +$168K | ﹤0.01% | 742 |
|
|
2025
Q3 | $3.15M | Buy |
22,336
+660
| +3% | +$94.8K | ﹤0.01% | 716 |
|
|
2025
Q2 | $3.2M | Buy |
21,676
+942
| +5% | +$137K | ﹤0.01% | 685 |
|
|
2025
Q1 | $3.08M | Buy |
20,734
+2,371
| +13% | +$360K | ﹤0.01% | 665 |
|
|
2024
Q4 | $2.75M | Buy |
18,363
+90
| +0.5% | +$14.8K | ﹤0.01% | 686 |
|
|
2024
Q3 | $3.29M | Sell |
18,273
-769
| -4% | -$130K | ﹤0.01% | 634 |
|
|
2024
Q2 | $2.96M | Sell |
19,042
-137
| -0.7% | -$20K | ﹤0.01% | 641 |
|
|
2024
Q1 | $2.82M | Buy |
19,179
+71
| +0.4% | +$10.4K | ﹤0.01% | 666 |
|
|
2023
Q4 | $3.06M | Buy |
19,108
+4,186
| +28% | +$532K | ﹤0.01% | 655 |
|
|
2023
Q3 | $1.74M | Buy |
14,922
+698
| +5% | +$93.7K | ﹤0.01% | 743 |
|
|
2023
Q2 | $2.14M | Sell |
14,224
-26,568
| -65% | -$4M | ﹤0.01% | 712 |
|
|
2023
Q1 | $6.65M | Buy |
40,792
+18,420
| +82% | +$2.89M | 0.01% | 498 |
|
|
2022
Q4 | $3.29M | Sell |
22,372
-87,164
| -80% | -$13.9M | 0.01% | 580 |
|
|
2022
Q3 | $18.9M | Buy |
109,536
+4,034
| +4% | +$763K | 0.03% | 323 |
|
|
2022
Q2 | $17.9M | Sell |
105,502
-19,121
| -15% | -$3.54M | 0.03% | 340 |
|
|
2022
Q1 | $25.6M | Sell |
124,623
-28,915
| -19% | -$5.75M | 0.03% | 312 |
|
|
2021
Q4 | $34.8M | Sell |
153,538
-13,546
| -8% | -$2.68M | 0.05% | 282 |
|
|
2021
Q3 | $28.1M | Buy |
167,084
+90,402
| +118% | +$16M | 0.04% | 297 |
|
|
2021
Q2 | $12.6M | Sell |
76,682
-3,923
| -5% | -$588K | 0.02% | 422 |
|
|
2021
Q1 | $10.7M | Buy |
80,605
+18,065
| +29% | +$2.19M | 0.02% | 412 |
|
|
2020
Q4 | $7.25M | Buy |
62,540
+28,892
| +86% | +$3.29M | 0.02% | 393 |
|
|
2020
Q3 | $3.6M | Buy |
33,648
+12,611
| +60% | +$1.3M | 0.01% | 449 |
|
|
2020
Q2 | $1.94M | Sell |
21,037
-462
| -2% | -$42.9K | 0.01% | 566 |
|
|
2020
Q1 | $2.06M | Buy |
21,499
+286
| +1% | +$29.8K | 0.01% | 492 |
|
|
2019
Q4 | $2.24M | Buy |
21,213
+974
| +5% | +$106K | 0.01% | 593 |
|
|
2019
Q3 | $2.36M | Sell |
20,239
-248
| -1% | -$28.7K | 0.01% | 584 |
|
|
2019
Q2 | $2.17M | Sell |
20,487
-1,035
| -5% | -$109K | 0.01% | 616 |
|
|
2019
Q1 | $2.19M | Buy |
21,522
+8,152
| +61% | +$783K | 0.01% | 763 |
|
|
2018
Q4 | $1.21M | Buy |
13,370
+1,542
| +13% | +$140K | ﹤0.01% | 780 |
|
|
2018
Q3 | $1.02M | Buy |
11,828
+4,498
| +61% | +$418K | ﹤0.01% | 752 |
|
|
2018
Q2 | $732K | Buy |
7,330
+1,494
| +26% | +$139K | ﹤0.01% | 721 |
|
|
2018
Q1 | $510K | Buy |
5,836
+1,718
| +42% | +$144K | ﹤0.01% | 731 |
|
|
2017
Q4 | $360K | Buy |
4,118
+1,154
| +39% | +$97.3K | ﹤0.01% | 733 |
|
|
2017
Q3 | $237K | Buy |
+2,964
| New | +$231K | ﹤0.01% | 583 |
|
|
2017
Q2 | – | Sell |
-2,928
| Closed | -$218K | – | 634 |
|
|
2017
Q1 | $218K | Buy |
+2,928
| New | +$221K | ﹤0.01% | 599 |
|
|
2016
Q4 | – | Sell |
-3,117
| Closed | -$248K | – | 668 |
|
|
2016
Q3 | $248K | Sell |
3,117
-5,951
| -66% | -$502K | ﹤0.01% | 585 |
|
|
2016
Q2 | $839K | Buy |
9,068
+931
| +11% | +$84.1K | ﹤0.01% | 645 |
|
|
2016
Q1 | $760K | Hold |
8,137
| – | – | 0.01% | 579 |
|
|
2015
Q4 | $718K | Buy |
8,137
+825
| +11% | +$67.8K | ﹤0.01% | 596 |
|
|
2015
Q3 | $564K | Buy |
7,312
+1,200
| +20% | +$87.9K | ﹤0.01% | 643 |
|
|
2015
Q2 | $399K | Sell |
6,112
-1,495
| -20% | -$101K | ﹤0.01% | 708 |
|
|
2015
Q1 | $514K | Hold |
7,607
| – | – | ﹤0.01% | 656 |
|
|
2014
Q4 | $446K | Sell |
7,607
-1,023
| -12% | -$58.6K | ﹤0.01% | 651 |
|
|
2014
Q3 | $445K | Buy |
8,630
+1,067
| +14% | +$56.3K | ﹤0.01% | 629 |
|
|
2014
Q2 | $403K | Buy |
7,563
+1,863
| +33% | +$96K | ﹤0.01% | 611 |
|
|
2014
Q1 | $277K | Hold |
5,700
| – | – | ﹤0.01% | 626 |
|
|
2013
Q4 | $240K | Buy |
+5,700
| New | +$251K | ﹤0.01% | 617 |
|
Other funds holding EXR
Mackenzie Financial's EXR Position: Q2 2026 in Review
Mackenzie Financial reduced its Extra Space Storage (EXR) stake by 5% in Q2 2026, selling an estimated $182K and leaving 24,240 shares worth $3.52M. The position accounts for ﹤0.01% of the portfolio, ranked #915.
Mackenzie Financial first reported a position in EXR in Q4 2013 and has held it in 49 quarters since. The position peaked at $34.8M in Q4 2021. 791 funds tracked by Wall St. Rank hold EXR as of Q2 2026.
- Mackenzie Financial held 24,240 shares of Extra Space Storage worth $3.52M as of Q2 2026.
- Mackenzie Financial sold 1,273 Extra Space Storage shares in Q2 2026, an estimated $182K.
- Extra Space Storage made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #915 holding.
- Mackenzie Financial first reported a position in Extra Space Storage in Q4 2013 and has held it in 49 quarters since.
- Mackenzie Financial's Extra Space Storage position peaked at $34.8M in Q4 2021.
- 791 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.
Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.