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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NewEdge Wealth's EXR Position: Q1 2026 in Review

NewEdge Wealth reduced its Extra Space Storage (EXR) stake by 46% in Q1 2026, selling an estimated $243K and leaving 2,022 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #1001.

NewEdge Wealth first reported a position in EXR in Q3 2022 and has held it in 12 quarters since. The position peaked at $1.47M in Q3 2024. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

NewEdge Wealth held 2,022 shares of Extra Space Storage worth $265K as of Q1 2026.
NewEdge Wealth sold 1,722 Extra Space Storage shares in Q1 2026, an estimated $243K.
Extra Space Storage made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #1001 holding.
NewEdge Wealth first reported a position in Extra Space Storage in Q3 2022 and has held it in 12 quarters since.
NewEdge Wealth's Extra Space Storage position peaked at $1.47M in Q3 2024.
763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.