NW
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NewEdge Wealth’s Extra Space Storage EXR Stock Holding History

NewEdge 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
Q2 		$270K Sell
1,855
-167
-8% -$23.9K ﹤0.01% 1077
2026
Q1 		$265K Sell
2,022
-1,722
-46% -$243K ﹤0.01% 1001
2025
Q4 		$488K Buy
3,744
+477
+15% +$65K 0.01% 852
2025
Q3 		$435K Sell
3,267
-4,243
-56% -$609K 0.01% 792
2025
Q2 		$1.04M Sell
7,510
-664
-8% -$96.6K 0.02% 520
2025
Q1 		$1.21M Sell
8,174
-1,095
-12% -$166K 0.02% 442
2024
Q4 		$1.39M Buy
9,269
+1,137
+14% +$186K 0.02% 427
2024
Q3 		$1.47M Buy
8,132
+4,761
+141% +$804K 0.03% 402
2024
Q2 		$524K Sell
3,371
-53
-2% -$7.73K 0.01% 539
2024
Q1 		$479K Sell
3,424
-231
-6% -$33.7K 0.01% 571
2023
Q4 		$586K Buy
3,655
+850
+30% +$108K 0.02% 480
2023
Q3 		$341K Buy
+2,805
New +$377K 0.01% 523
2022
Q4 		– Sell
-1,176
Closed -$203K – 554
2022
Q3 		$203K Buy
+1,176
New +$222K 0.01% 491

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 Wealth's EXR Position: Q2 2026 in Review

NewEdge Wealth reduced its Extra Space Storage (EXR) stake by 8.3% in Q2 2026, selling an estimated $23.9K and leaving 1,855 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

NewEdge Wealth first reported a position in EXR in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.47M in Q3 2024. 798 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • NewEdge Wealth held 1,855 shares of Extra Space Storage worth $270K as of Q2 2026.
  • NewEdge Wealth sold 167 Extra Space Storage shares in Q2 2026, an estimated $23.9K.
  • Extra Space Storage made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1077 holding.
  • NewEdge Wealth first reported a position in Extra Space Storage in Q3 2022 and has held it in 13 quarters since.
  • NewEdge Wealth's Extra Space Storage position peaked at $1.47M in Q3 2024.
  • 798 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.