N.E.W. Advisory Services’s Extra Space Storage EXR Stock Holding History

N.E.W. Advisory 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	–	Sell	-302	Closed	-$39.6K	–	998
2026 Q1	$39.6K	Buy	+302	New	+$42.6K	﹤0.01%	402
2025 Q2	–	Sell	-4	Closed	-$594	–	861
2025 Q1	$594	Buy	+4	New	+$607	﹤0.01%	889

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

N.E.W. Advisory Services's EXR Position: Q2 2026 in Review

N.E.W. Advisory Services sold out of Extra Space Storage (EXR) in Q2 2026, closing a stake of 302 shares — an estimated $39.6K sold.

N.E.W. Advisory Services first reported a position in EXR in Q1 2025 and held it in 2 quarters. The position peaked at $39.6K in Q1 2026. 791 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

N.E.W. Advisory Services reported no remaining Extra Space Storage position as of Q2 2026 after selling out during the quarter.
N.E.W. Advisory Services sold 302 Extra Space Storage shares in Q2 2026, an estimated $39.6K.
N.E.W. Advisory Services first reported a position in Extra Space Storage in Q1 2025 and held it in 2 quarters.
N.E.W. Advisory Services's Extra Space Storage position peaked at $39.6K in Q1 2026.
791 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.