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Naviter Wealth’s Extra Space Storage EXR Stock Holding History

Naviter Wealth’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
Q1 		$1.84M Buy
14,065
+1,722
+14% +$243K 0.23% 104
2025
Q4 		$1.61M Sell
12,343
-2,764
-18% -$377K 0.21% 117
2025
Q3 		$2.13M Buy
15,107
+37
+0.2% +$5.31K 0.25% 102
2025
Q2 		$2.22M Buy
15,070
+1,425
+10% +$207K 0.27% 100
2025
Q1 		$2.01M Buy
13,645
+82
+0.6% +$12.4K 0.24% 115
2024
Q4 		$2.03M Buy
13,563
+1,782
+15% +$292K 0.24% 111
2024
Q3 		$2.12M Sell
11,781
-796
-6% -$134K 0.3% 94
2024
Q2 		$1.95M Buy
12,577
+972
+8% +$142K 0.29% 97
2024
Q1 		$1.71M Buy
11,605
+2,268
+24% +$331K 0.28% 103
2023
Q4 		$1.5M Buy
9,337
+1,531
+20% +$195K 0.3% 90
2023
Q3 		$949K Buy
7,806
+1,322
+20% +$177K 0.23% 105
2023
Q2 		$965K Buy
6,484
+1,015
+19% +$153K 0.25% 107
2023
Q1 		$891K Buy
5,469
+1,261
+30% +$198K 0.31% 94
2022
Q4 		$640K Buy
4,208
+811
+24% +$130K 0.18% 131
2022
Q3 		$587K Buy
3,397
+1,736
+105% +$328K 0.24% 107
2022
Q2 		$283K Sell
1,661
-37
-2% -$6.85K 0.12% 162
2022
Q1 		$349K Sell
1,698
-45
-3% -$8.95K 0.12% 80
2021
Q4 		$395K Buy
+1,743
New +$345K 0.12% 84

Other funds holding EXR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Naviter Wealth's EXR Position: Q1 2026 in Review

Naviter Wealth increased its Extra Space Storage (EXR) stake by 14% in Q1 2026, buying an estimated $243K and bringing the position to 14,065 shares worth $1.84M. The position accounts for 0.23% of the portfolio, ranked #104.

Naviter Wealth first reported a position in EXR in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.22M in Q2 2025. 764 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Naviter Wealth held 14,065 shares of Extra Space Storage worth $1.84M as of Q1 2026.
  • Naviter Wealth bought 1,722 Extra Space Storage shares in Q1 2026, an estimated $243K.
  • Extra Space Storage made up 0.23% of Naviter Wealth's portfolio in Q1 2026, its #104 holding.
  • Naviter Wealth first reported a position in Extra Space Storage in Q4 2021 and has held it in 18 quarters since.
  • Naviter Wealth's Extra Space Storage position peaked at $2.22M in Q2 2025.
  • 764 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.