Newbridge Financial Services Group’s Extra Space Storage EXR Stock Holding History

Newbridge Financial Services 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	$26.2K	Hold	180	–	–	﹤0.01%	644
2026 Q1	$23.6K	Hold	180	–	–	﹤0.01%	601
2025 Q4	$23.4K	Hold	180	–	–	﹤0.01%	601
2025 Q3	$25.4K	Hold	180	–	–	﹤0.01%	683
2025 Q2	$26.5K	Hold	180	–	–	﹤0.01%	647
2025 Q1	$26.7K	Sell	180 -27	-13%	-$4.09K	0.01%	495
2024 Q4	$31K	Hold	207	–	–	0.01%	518
2024 Q3	$37.3K	Buy	207 +27	+15%	+$4.56K	0.01%	290
2024 Q2	$28K	Buy	180 +40	+29%	+$5.83K	0.01%	506
2024 Q1	$20.6K	Buy	+140	New	+$20.4K	0.01%	588
2023 Q4	–	Sell	-140	Closed	-$17K	–	1219
2023 Q3	$17K	Hold	140	–	–	0.01%	682
2023 Q2	$20.8K	Hold	140	–	–	0.01%	687
2023 Q1	$22.8K	Sell	140 -23	-14%	-$3.61K	0.01%	669
2022 Q4	$24K	Buy	163 +8	+5%	+$1.28K	0.01%	658
2022 Q3	$27K	Sell	155 -101	-39%	-$19.1K	0.02%	605
2022 Q2	$44K	Sell	256 -10	-4%	-$1.85K	0.03%	431
2022 Q1	$55K	Buy	266 +23	+9%	+$4.57K	0.03%	454
2021 Q4	$55K	Sell	243 -32	-12%	-$6.34K	0.03%	434
2021 Q3	$46K	Buy	275 +135	+96%	+$23.9K	0.03%	436
2021 Q2	$23K	Hold	140	–	–	0.01%	732
2021 Q1	$19K	Hold	140	–	–	0.01%	703
2020 Q4	$16K	Hold	140	–	–	0.01%	597
2020 Q3	$15K	Buy	+140	New	+$14.5K	0.01%	578

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

Newbridge Financial Services Group's EXR Position: Q2 2026 in Review

Newbridge Financial Services Group held its Extra Space Storage (EXR) position steady in Q2 2026 at 180 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Newbridge Financial Services Group first reported a position in EXR in Q3 2020 and has held it in 23 quarters since. The position peaked at $55K in Q1 2022. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

Newbridge Financial Services Group held 180 shares of Extra Space Storage worth $26.2K as of Q2 2026.
Newbridge Financial Services Group left its Extra Space Storage share count unchanged in Q2 2026.
Extra Space Storage made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #644 holding.
Newbridge Financial Services Group first reported a position in Extra Space Storage in Q3 2020 and has held it in 23 quarters since.
Newbridge Financial Services Group's Extra Space Storage position peaked at $55K in Q1 2022.
793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.