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Northwest & Ethical Investments’s Extra Space Storage EXR Stock Holding History

Northwest & Ethical Investments’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 		$4.64M Sell
31,965
-12,258
-28% -$1.75M 0.11% 140
2026
Q1 		$5.8M Buy
44,223
+6,423
+17% +$905K 0.13% 148
2025
Q4 		$4.92M Hold
37,800
– – 0.11% 174
2025
Q3 		$5.33M Buy
+37,800
New +$5.43M 0.13% 178
2016
Q4 		– Sell
-13,100
Closed -$1.04M – 387
2016
Q3 		$1.04M Buy
+13,100
New +$1.11M 0.07% 239

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 $3.38T AUM 44.17% 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

Northwest & Ethical Investments's EXR Position: Q2 2026 in Review

Northwest & Ethical Investments reduced its Extra Space Storage (EXR) stake by 28% in Q2 2026, selling an estimated $1.75M and leaving 31,965 shares worth $4.64M. The position accounts for 0.11% of the portfolio, ranked #140.

Northwest & Ethical Investments first reported a position in EXR in Q3 2016 and has held it in 5 quarters since. The position peaked at $5.8M in Q1 2026. 802 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Northwest & Ethical Investments held 31,965 shares of Extra Space Storage worth $4.64M as of Q2 2026.
  • Northwest & Ethical Investments sold 12,258 Extra Space Storage shares in Q2 2026, an estimated $1.75M.
  • Extra Space Storage made up 0.11% of Northwest & Ethical Investments's portfolio in Q2 2026, its #140 holding.
  • Northwest & Ethical Investments first reported a position in Extra Space Storage in Q3 2016 and has held it in 5 quarters since.
  • Northwest & Ethical Investments's Extra Space Storage position peaked at $5.8M in Q1 2026.
  • 802 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.