Merit Financial Group’s Extra Space Storage EXR Stock Holding History

Merit Financial Group’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	$843K	Buy	5,805 +881	+18%	+$126K	0.01%	1173
2026 Q1	$646K	Sell	4,924 -149	-3%	-$21K	﹤0.01%	1222
2025 Q4	$661K	Sell	5,073 -1,494	-23%	-$204K	0.01%	1131
2025 Q3	$926K	Sell	6,567 -6,058	-48%	-$870K	0.01%	898
2025 Q2	$1.86M	Buy	12,625 +3,536	+39%	+$515K	0.02%	551
2025 Q1	$1.35M	Buy	9,089 +5,965	+191%	+$905K	0.02%	549
2024 Q4	$467K	Buy	3,124 +1,936	+163%	+$317K	0.01%	748
2024 Q3	$214K	Sell	1,188 -1,491	-56%	-$252K	﹤0.01%	772
2024 Q2	$416K	Sell	2,679 -206	-7%	-$30K	0.01%	630
2024 Q1	$409K	Buy	+2,885	New	+$421K	0.01%	605
2023 Q3	–	Sell	-2,212	Closed	-$329K	–	753
2023 Q2	$329K	Buy	+2,212	New	+$333K	0.01%	576

Other funds holding EXR

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Merit Financial Group's EXR Position: Q2 2026 in Review

Merit Financial Group increased its Extra Space Storage (EXR) stake by 18% in Q2 2026, buying an estimated $126K and bringing the position to 5,805 shares worth $843K. The position accounts for 0.01% of the portfolio, ranked #1173.

Merit Financial Group first reported a position in EXR in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.86M in Q2 2025. 135 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

Merit Financial Group held 5,805 shares of Extra Space Storage worth $843K as of Q2 2026.
Merit Financial Group bought 881 Extra Space Storage shares in Q2 2026, an estimated $126K.
Extra Space Storage made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1173 holding.
Merit Financial Group first reported a position in Extra Space Storage in Q2 2023 and has held it in 11 quarters since.
Merit Financial Group's Extra Space Storage position peaked at $1.86M in Q2 2025.
135 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.