Marshall Wace
EXR icon

Marshall Wace’s Extra Space Storage EXR Stock Holding History

Marshall Wace’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 		$76M Buy
522,984
+360,695
+222% +$51.6M 0.06% 264
2026
Q1 		$21.3M Sell
162,289
-52,133
-24% -$7.35M 0.02% 685
2025
Q4 		$27.9M Sell
214,422
-796,277
-79% -$109M 0.03% 524
2025
Q3 		$142M Sell
1,010,699
-466,705
-32% -$67M 0.14% 109
2025
Q2 		$218M Buy
1,477,404
+554,666
+60% +$80.7M 0.25% 63
2025
Q1 		$137M Buy
922,738
+853,451
+1,232% +$129M 0.17% 95
2024
Q4 		$10.4M Sell
69,287
-51,425
-43% -$8.43M 0.01% 788
2024
Q3 		$21.8M Sell
120,712
-44,024
-27% -$7.43M 0.03% 485
2024
Q2 		$25.6M Buy
+164,736
New +$24M 0.03% 425
2024
Q1 		– Sell
-231,103
Closed -$37.1M – 2553
2023
Q4 		$37.1M Sell
231,103
-300,218
-57% -$38.2M 0.06% 305
2023
Q3 		$64.6M Buy
531,321
+489,539
+1,172% +$65.7M 0.13% 159
2023
Q2 		$6.22M Buy
41,782
+9,591
+30% +$1.44M 0.01% 929
2023
Q1 		$5.24M Sell
32,191
-16,330
-34% -$2.57M 0.01% 977
2022
Q4 		$7.14M Buy
48,521
+46,631
+2,467% +$7.45M 0.02% 990
2022
Q3 		$325K Sell
1,890
-14,684
-89% -$2.78M ﹤0.01% 2916
2022
Q2 		$2.82M Sell
16,574
-34,080
-67% -$6.31M 0.01% 1760
2022
Q1 		$10.4M Buy
+50,654
New +$10.1M 0.02% 848
2021
Q4 		– Sell
-25,376
Closed -$4.26M – 3975
2021
Q3 		$4.26M Buy
25,376
+19,843
+359% +$3.51M 0.02% 1030
2021
Q2 		$906K Sell
5,533
-189,517
-97% -$28.4M ﹤0.01% 1870
2021
Q1 		$25.9M Buy
195,050
+120,618
+162% +$14.6M 0.12% 176
2020
Q4 		$8.62M Buy
+74,432
New +$8.48M 0.05% 392
2020
Q1 		– Sell
-289,463
Closed -$30.6M – 1761
2019
Q4 		$30.6M Sell
289,463
-77,881
-21% -$8.49M 0.21% 115
2019
Q3 		$42.9M Buy
+367,344
New +$42.5M 0.34% 60

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

Marshall Wace's EXR Position: Q2 2026 in Review

Marshall Wace increased its Extra Space Storage (EXR) stake by 222% in Q2 2026, buying an estimated $51.6M and bringing the position to 522,984 shares worth $76M. The position accounts for 0.06% of the portfolio, ranked #264.

Marshall Wace first reported a position in EXR in Q3 2019 and has held it in 23 quarters since. The position peaked at $218M in Q2 2025. 798 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Marshall Wace held 522,984 shares of Extra Space Storage worth $76M as of Q2 2026.
  • Marshall Wace bought 360,695 Extra Space Storage shares in Q2 2026, an estimated $51.6M.
  • Extra Space Storage made up 0.06% of Marshall Wace's portfolio in Q2 2026, its #264 holding.
  • Marshall Wace first reported a position in Extra Space Storage in Q3 2019 and has held it in 23 quarters since.
  • Marshall Wace's Extra Space Storage position peaked at $218M in Q2 2025.
  • 798 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.