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NEOS Investment Management’s Extra Space Storage EXR Stock Holding History

NEOS Investment Management’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 		$11.5M Buy
78,926
+8,227
+12% +$1.18M 0.04% 248
2026
Q1 		$9.27M Buy
70,699
+10,971
+18% +$1.55M 0.05% 251
2025
Q4 		$7.78M Buy
59,728
+13,748
+30% +$1.87M 0.05% 264
2025
Q3 		$6.48M Buy
45,980
+18,910
+70% +$2.72M 0.05% 269
2025
Q2 		$3.99M Buy
27,070
+9,077
+50% +$1.32M 0.05% 276
2025
Q1 		$2.67M Buy
17,993
+7,067
+65% +$1.07M 0.05% 289
2024
Q4 		$1.63M Buy
10,926
+2,485
+29% +$407K 0.04% 329
2024
Q3 		$1.52M Buy
8,441
+1,624
+24% +$274K 0.05% 309
2024
Q2 		$1.06M Buy
6,817
+1,992
+41% +$290K 0.04% 319
2024
Q1 		$709K Buy
4,825
+1,831
+61% +$267K 0.04% 319
2023
Q4 		$480K Buy
+2,994
New +$381K 0.05% 290

Other funds holding EXR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

NEOS Investment Management's EXR Position: Q2 2026 in Review

NEOS Investment Management increased its Extra Space Storage (EXR) stake by 12% in Q2 2026, buying an estimated $1.18M and bringing the position to 78,926 shares worth $11.5M. The position accounts for 0.04% of the portfolio, ranked #248.

NEOS Investment Management first reported a position in EXR in Q4 2023 and has held it in 11 quarters since. 799 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • NEOS Investment Management held 78,926 shares of Extra Space Storage worth $11.5M as of Q2 2026.
  • NEOS Investment Management bought 8,227 Extra Space Storage shares in Q2 2026, an estimated $1.18M.
  • Extra Space Storage made up 0.04% of NEOS Investment Management's portfolio in Q2 2026, its #248 holding.
  • NEOS Investment Management first reported a position in Extra Space Storage in Q4 2023 and has held it in 11 quarters since.
  • 799 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.