&Partners’s Extra Space Storage EXR Stock Holding History

&Partners’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	$462K	Sell	3,179 -163	-5%	-$23.3K	﹤0.01%	1871
2026 Q1	$437K	Sell	3,342 -166	-5%	-$23.4K	﹤0.01%	1773
2025 Q4	$456K	Sell	3,508 -954	-21%	-$130K	﹤0.01%	1667
2025 Q3	$620K	Buy	4,462 +489	+12%	+$70.2K	﹤0.01%	1329
2025 Q2	$587K	Buy	3,973 +1,451	+58%	+$211K	﹤0.01%	1271
2025 Q1	$367K	Buy	2,522 +417	+20%	+$63.2K	﹤0.01%	1303
2024 Q4	$312K	Buy	2,105 +499	+31%	+$81.8K	﹤0.01%	1316
2024 Q3	$289K	Buy	+1,606	New	+$271K	0.01%	1118

Other funds holding EXR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

&Partners's EXR Position: Q2 2026 in Review

&Partners reduced its Extra Space Storage (EXR) stake by 4.9% in Q2 2026, selling an estimated $23.3K and leaving 3,179 shares worth $462K. The position accounts for ﹤0.01% of the portfolio, ranked #1871.

&Partners first reported a position in EXR in Q3 2024 and has held it in 8 quarters since. The position peaked at $620K in Q3 2025. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

&Partners held 3,179 shares of Extra Space Storage worth $462K as of Q2 2026.
&Partners sold 163 Extra Space Storage shares in Q2 2026, an estimated $23.3K.
Extra Space Storage made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1871 holding.
&Partners first reported a position in Extra Space Storage in Q3 2024 and has held it in 8 quarters since.
&Partners's Extra Space Storage position peaked at $620K in Q3 2025.
793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.