Pinnacle Associates
EXR icon

Pinnacle Associates’s Extra Space Storage EXR Stock Holding History

Pinnacle Associates’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
Q3 		$215K Buy
1,637
+17
+1% +$2.44K ﹤0.01% 906
2026
Q2 		$235K Sell
1,620
-343
-17% -$49K ﹤0.01% 883
2026
Q1 		$257K Buy
1,963
+2
+0.1% +$282 ﹤0.01% 844
2025
Q4 		$255K Buy
+1,961
New +$267K ﹤0.01% 844

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Pinnacle Associates's EXR Position: Q3 2026 in Review

Pinnacle Associates increased its Extra Space Storage (EXR) stake by 1% in Q3 2026, buying an estimated $2.44K and bringing the position to 1,637 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #906.

Pinnacle Associates first reported a position in EXR in Q4 2025 and has held it in 4 quarters since. The position peaked at $257K in Q1 2026. 368 funds tracked by Wall St. Rank hold EXR as of Q3 2026.

  • Pinnacle Associates held 1,637 shares of Extra Space Storage worth $215K as of Q3 2026.
  • Pinnacle Associates bought 17 Extra Space Storage shares in Q3 2026, an estimated $2.44K.
  • Extra Space Storage made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #906 holding.
  • Pinnacle Associates first reported a position in Extra Space Storage in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Associates's Extra Space Storage position peaked at $257K in Q1 2026.
  • 368 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.