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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
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 $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

Pinnacle Associates's EXR Position: Q1 2026 in Review

Pinnacle Associates increased its Extra Space Storage (EXR) stake by 0.1% in Q1 2026, buying an estimated $282 and bringing the position to 1,963 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #844.

Pinnacle Associates first reported a position in EXR in Q4 2025 and has held it in 2 quarters since. 764 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Pinnacle Associates held 1,963 shares of Extra Space Storage worth $257K as of Q1 2026.
  • Pinnacle Associates bought 2 Extra Space Storage shares in Q1 2026, an estimated $282.
  • Extra Space Storage made up ﹤0.01% of Pinnacle Associates's portfolio in Q1 2026, its #844 holding.
  • Pinnacle Associates first reported a position in Extra Space Storage in Q4 2025 and has held it in 2 quarters since.
  • 764 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.