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Principal Securities’s Extra Space Storage EXR Stock Holding History

Principal Securities’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 		$377K Buy
+2,593
New +$371K ﹤0.01% 1223
2025
Q4 		– Sell
-4,268
Closed -$602K – 2040
2025
Q3 		$602K Buy
4,268
+220
+5% +$31.6K 0.01% 842
2025
Q2 		$597K Buy
4,048
+1,014
+33% +$148K 0.01% 792
2025
Q1 		$454K Hold
3,034
– – 0.01% 813
2024
Q4 		$454K Buy
3,034
+429
+16% +$70.3K 0.01% 810
2024
Q3 		$469K Buy
2,605
+149
+6% +$25.1K 0.01% 779
2024
Q2 		$382K Sell
2,456
-74
-3% -$10.8K 0.01% 801
2024
Q1 		$372K Buy
2,530
+233
+10% +$34K 0.01% 779
2023
Q4 		$368K Buy
+2,297
New +$292K 0.01% 725

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

Principal Securities's EXR Position: Q2 2026 in Review

Principal Securities opened a new position in Extra Space Storage (EXR) in Q2 2026: 2,593 shares worth $377K. The stake represents ﹤0.01% of the portfolio and ranks #1223 among its holdings. This is a return to the name: Principal Securities previously reported a position in EXR as recently as Q3 2025.

Principal Securities first reported a position in EXR in Q4 2023 and has held it in 9 quarters since. The position peaked at $602K in Q3 2025. 798 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Principal Securities held 2,593 shares of Extra Space Storage worth $377K as of Q2 2026.
  • Extra Space Storage was a new Principal Securities position in Q2 2026.
  • Extra Space Storage made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1223 holding.
  • Principal Securities first reported a position in Extra Space Storage in Q4 2023 and has held it in 9 quarters since.
  • Principal Securities's Extra Space Storage position peaked at $602K in Q3 2025.
  • 798 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.