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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northwest & Ethical Investments's EXR Position: Q1 2026 in Review

Northwest & Ethical Investments increased its Extra Space Storage (EXR) stake by 17% in Q1 2026, buying an estimated $905K and bringing the position to 44,223 shares worth $5.8M. The position accounts for 0.13% of the portfolio, ranked #148.

Northwest & Ethical Investments first reported a position in EXR in Q3 2016 and has held it in 4 quarters since. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Northwest & Ethical Investments held 44,223 shares of Extra Space Storage worth $5.8M as of Q1 2026.
  • Northwest & Ethical Investments bought 6,423 Extra Space Storage shares in Q1 2026, an estimated $905K.
  • Extra Space Storage made up 0.13% of Northwest & Ethical Investments's portfolio in Q1 2026, its #148 holding.
  • Northwest & Ethical Investments first reported a position in Extra Space Storage in Q3 2016 and has held it in 4 quarters since.
  • 763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.