Mattson Financial Services’s Extra Space Storage EXR Stock Holding History

Mattson Financial Services’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	$2.05M	Sell	13,634 -1,412	-9%	-$202K	0.43%	75
2026 Q1	$1.97M	Sell	15,046 -1,090	-7%	-$154K	0.47%	72
2025 Q4	$2.1M	Sell	16,136 -1,255	-7%	-$171K	0.49%	70
2025 Q3	$2.45M	Sell	17,391 -3,979	-19%	-$571K	0.59%	60
2025 Q2	$3.15M	Buy	21,370 +139	+0.7%	+$20.2K	0.85%	36
2025 Q1	$3.15M	Buy	21,231 +3,187	+18%	+$483K	0.95%	32
2024 Q4	$3.25M	Buy	18,044 +7,696	+74%	+$1.26M	1.03%	28
2024 Q3	$1.61M	Sell	10,348 -70	-0.7%	-$11.8K	0.58%	61
2024 Q2	$1.62M	Buy	+10,418	New	+$1.52M	0.58%	61

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

Mattson Financial Services's EXR Position: Q2 2026 in Review

Mattson Financial Services reduced its Extra Space Storage (EXR) stake by 9.4% in Q2 2026, selling an estimated $202K and leaving 13,634 shares worth $2.05M. The position accounts for 0.43% of the portfolio, ranked #75.

Mattson Financial Services first reported a position in EXR in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.25M in Q4 2024. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

Mattson Financial Services held 13,634 shares of Extra Space Storage worth $2.05M as of Q2 2026.
Mattson Financial Services sold 1,412 Extra Space Storage shares in Q2 2026, an estimated $202K.
Extra Space Storage made up 0.43% of Mattson Financial Services's portfolio in Q2 2026, its #75 holding.
Mattson Financial Services first reported a position in Extra Space Storage in Q2 2024 and has held it in 9 quarters since.
Mattson Financial Services's Extra Space Storage position peaked at $3.25M in Q4 2024.
793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.