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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
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

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 $3.37T AUM 44.26% 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

Pinnacle Associates's EXR Position: Q2 2026 in Review

Pinnacle Associates reduced its Extra Space Storage (EXR) stake by 17% in Q2 2026, selling an estimated $49K and leaving 1,620 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #883.

Pinnacle Associates first reported a position in EXR in Q4 2025 and has held it in 3 quarters since. The position peaked at $257K in Q1 2026. 799 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Pinnacle Associates held 1,620 shares of Extra Space Storage worth $235K as of Q2 2026.
  • Pinnacle Associates sold 343 Extra Space Storage shares in Q2 2026, an estimated $49K.
  • Extra Space Storage made up ﹤0.01% of Pinnacle Associates's portfolio in Q2 2026, its #883 holding.
  • Pinnacle Associates first reported a position in Extra Space Storage in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Associates's Extra Space Storage position peaked at $257K in Q1 2026.
  • 799 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.