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NewEdge Advisors’s Extra Space Storage EXR Stock Holding History

NewEdge Advisors’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 		$889K Buy
6,121
+299
+5% +$42.7K ﹤0.01% 1739
2026
Q1 		$763K Buy
5,822
+41
+0.7% +$5.78K ﹤0.01% 1671
2025
Q4 		$753K Buy
5,781
+237
+4% +$32.3K ﹤0.01% 1664
2025
Q3 		$781K Sell
5,544
-1,769
-24% -$254K ﹤0.01% 1545
2025
Q2 		$1.08M Buy
7,313
+3,904
+115% +$568K 0.01% 1241
2025
Q1 		$506K Buy
3,409
+291
+9% +$44.1K ﹤0.01% 1576
2024
Q4 		$466K Sell
3,118
-2,461
-44% -$404K ﹤0.01% 1602
2024
Q3 		$1.01M Buy
5,579
+2,819
+102% +$476K 0.01% 1102
2024
Q2 		$429K Buy
2,760
+111
+4% +$16.2K ﹤0.01% 1506
2024
Q1 		$389K Sell
2,649
-14
-0.5% -$2.04K ﹤0.01% 1492
2023
Q4 		$394K Sell
2,663
-276
-9% -$35.1K ﹤0.01% 1416
2023
Q3 		$357K Sell
2,939
-6,400
-69% -$859K ﹤0.01% 1338
2023
Q2 		$1.39M Buy
9,339
+410
+5% +$61.7K 0.02% 724
2023
Q1 		$1.45M Buy
8,929
+6,085
+214% +$956K 0.02% 643
2022
Q4 		$125K Buy
2,844
+876
+45% +$140K ﹤0.01% 1355
2022
Q3 		$340K Buy
+1,968
New +$372K 0.01% 1142
2022
Q1 		– Sell
-2,613
Closed -$592K – 1311
2021
Q4 		$592K Buy
+2,613
New +$518K 0.01% 992
2017
Q3 		– Sell
-2,380
Closed -$178K – 602
2017
Q2 		$178K Buy
+2,380
New +$182K 0.03% 339

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

NewEdge Advisors's EXR Position: Q2 2026 in Review

NewEdge Advisors increased its Extra Space Storage (EXR) stake by 5.1% in Q2 2026, buying an estimated $42.7K and bringing the position to 6,121 shares worth $889K. The position accounts for ﹤0.01% of the portfolio, ranked #1739.

NewEdge Advisors first reported a position in EXR in Q2 2017 and has held it in 18 quarters since. The position peaked at $1.45M in Q1 2023. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • NewEdge Advisors held 6,121 shares of Extra Space Storage worth $889K as of Q2 2026.
  • NewEdge Advisors bought 299 Extra Space Storage shares in Q2 2026, an estimated $42.7K.
  • Extra Space Storage made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1739 holding.
  • NewEdge Advisors first reported a position in Extra Space Storage in Q2 2017 and has held it in 18 quarters since.
  • NewEdge Advisors's Extra Space Storage position peaked at $1.45M in Q1 2023.
  • 793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.