Matthew Hamilton Rosenberg’s Extra Space Storage EXR Stock Holding History

Matthew Hamilton Rosenberg’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 Q3	$92.7K	Buy	705 +218	+45%	+$31.3K	0.02%	360
2026 Q2	$70.8K	Buy	487 +80	+20%	+$11.4K	0.01%	391
2026 Q1	$53.4K	Buy	407 +141	+53%	+$19.9K	0.01%	414
2025 Q4	$34.6K	Buy	266 +217	+443%	+$29.6K	0.01%	472
2025 Q3	$6.91K	Hold	49	–	–	﹤0.01%	667
2025 Q2	$7.22K	Buy	+49	New	+$7.13K	﹤0.01%	689
2024 Q2	–	Sell	-57	Closed	-$8.36K	–	831
2024 Q1	$8.36K	Hold	57	–	–	﹤0.01%	631
2023 Q4	$9.14K	Hold	57	–	–	﹤0.01%	619
2023 Q3	$6.93K	Hold	57	–	–	﹤0.01%	662
2023 Q2	$8.48K	Hold	57	–	–	﹤0.01%	647
2023 Q1	$9.29K	Buy	+57	New	+$8.96K	﹤0.01%	671

Other funds holding EXR

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Matthew Hamilton Rosenberg's EXR Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its Extra Space Storage (EXR) stake by 45% in Q3 2026, buying an estimated $31.3K and bringing the position to 705 shares worth $92.7K. The position accounts for 0.02% of the portfolio, ranked #360.

Matthew Hamilton Rosenberg first reported a position in EXR in Q1 2023 and has held it in 11 quarters since. 368 funds tracked by Wall St. Rank hold EXR as of Q3 2026.

Matthew Hamilton Rosenberg held 705 shares of Extra Space Storage worth $92.7K as of Q3 2026.
Matthew Hamilton Rosenberg bought 218 Extra Space Storage shares in Q3 2026, an estimated $31.3K.
Extra Space Storage made up 0.02% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #360 holding.
Matthew Hamilton Rosenberg first reported a position in Extra Space Storage in Q1 2023 and has held it in 11 quarters since.
368 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.