Raymond James Financial
EXR icon

Raymond James Financial’s Extra Space Storage EXR Stock Holding History

Raymond James Financial’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 		$16.3M Sell
112,406
-59,282
-35% -$8.47M ﹤0.01% 1717
2026
Q1 		$22.5M Buy
171,688
+922
+0.5% +$130K 0.01% 1382
2025
Q4 		$22.2M Sell
170,766
-18,928
-10% -$2.58M 0.01% 1369
2025
Q3 		$26.7M Sell
189,694
-136,079
-42% -$19.5M 0.01% 1216
2025
Q2 		$48M Buy
325,773
+3,932
+1% +$572K 0.02% 780
2025
Q1 		$47.8M Buy
321,841
+13,551
+4% +$2.05M 0.02% 748
2024
Q4 		$46.1M Buy
+308,290
New +$50.6M 0.02% 765

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 $3.38T AUM 44.17% 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

Raymond James Financial's EXR Position: Q2 2026 in Review

Raymond James Financial reduced its Extra Space Storage (EXR) stake by 35% in Q2 2026, selling an estimated $8.47M and leaving 112,406 shares worth $16.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1717.

Raymond James Financial first reported a position in EXR in Q4 2024 and has held it in 7 quarters since. The position peaked at $48M in Q2 2025. 802 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Raymond James Financial held 112,406 shares of Extra Space Storage worth $16.3M as of Q2 2026.
  • Raymond James Financial sold 59,282 Extra Space Storage shares in Q2 2026, an estimated $8.47M.
  • Extra Space Storage made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1717 holding.
  • Raymond James Financial first reported a position in Extra Space Storage in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Extra Space Storage position peaked at $48M in Q2 2025.
  • 802 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.