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Nvest Wealth Strategies’s Extra Space Storage EXR Stock Holding History

Nvest Wealth Strategies’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 		$582 Hold
4
– – ﹤0.01% 262
2026
Q1 		$525 Buy
+4
New +$564 ﹤0.01% 278

Other funds holding EXR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Nvest Wealth Strategies's EXR Position: Q2 2026 in Review

Nvest Wealth Strategies held its Extra Space Storage (EXR) position steady in Q2 2026 at 4 shares worth $582. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Nvest Wealth Strategies first reported a position in EXR in Q1 2026 and has held it in 2 quarters since. 392 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Nvest Wealth Strategies held 4 shares of Extra Space Storage worth $582 as of Q2 2026.
  • Nvest Wealth Strategies left its Extra Space Storage share count unchanged in Q2 2026.
  • Extra Space Storage made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #262 holding.
  • Nvest Wealth Strategies first reported a position in Extra Space Storage in Q1 2026 and has held it in 2 quarters since.
  • 392 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.