Plante Moran Financial Advisors’s Extra Space Storage EXR Stock Holding History

Plante Moran Financial Advisors’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	$7.56K	Buy	52 +1	+2%	+$143	﹤0.01%	590
2026 Q1	$6.69K	Hold	51	–	–	﹤0.01%	548
2025 Q4	$6.64K	Hold	51	–	–	﹤0.01%	618
2025 Q3	$7.19K	Hold	51	–	–	﹤0.01%	577
2025 Q2	$7.52K	Hold	51	–	–	﹤0.01%	598
2025 Q1	$7.57K	Hold	51	–	–	﹤0.01%	608
2024 Q4	$7.63K	Hold	51	–	–	﹤0.01%	622
2024 Q3	$9.19K	Hold	51	–	–	﹤0.01%	608
2024 Q2	$7.93K	Hold	51	–	–	﹤0.01%	601
2024 Q1	$7.5K	Hold	51	–	–	﹤0.01%	643
2023 Q4	$8.18K	Hold	51	–	–	﹤0.01%	581
2023 Q3	$6.2K	Buy	+51	New	+$6.85K	﹤0.01%	578
2023 Q1	–	Sell	-65	Closed	-$9.57K	–	823
2022 Q4	$9.57K	Buy	+65	New	+$10.4K	﹤0.01%	587

Other funds holding EXR

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

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

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

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 Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Plante Moran Financial Advisors's EXR Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its Extra Space Storage (EXR) stake by 2% in Q2 2026, buying an estimated $143 and bringing the position to 52 shares worth $7.56K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Plante Moran Financial Advisors first reported a position in EXR in Q4 2022 and has held it in 13 quarters since. The position peaked at $9.57K in Q4 2022. 407 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

Plante Moran Financial Advisors held 52 shares of Extra Space Storage worth $7.56K as of Q2 2026.
Plante Moran Financial Advisors bought 1 Extra Space Storage share in Q2 2026, an estimated $143.
Extra Space Storage made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #590 holding.
Plante Moran Financial Advisors first reported a position in Extra Space Storage in Q4 2022 and has held it in 13 quarters since.
Plante Moran Financial Advisors's Extra Space Storage position peaked at $9.57K in Q4 2022.
407 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.