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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial's EXR Position: Q1 2026 in Review

Raymond James Financial increased its Extra Space Storage (EXR) stake by 0.54% in Q1 2026, buying an estimated $130K and bringing the position to 171,688 shares worth $22.5M. The position accounts for 0.01% of the portfolio, ranked #1382.

Raymond James Financial first reported a position in EXR in Q4 2024 and has held it in 6 quarters since. The position peaked at $48M in Q2 2025. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

Raymond James Financial held 171,688 shares of Extra Space Storage worth $22.5M as of Q1 2026.
Raymond James Financial bought 922 Extra Space Storage shares in Q1 2026, an estimated $130K.
Extra Space Storage made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1382 holding.
Raymond James Financial first reported a position in Extra Space Storage in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Extra Space Storage position peaked at $48M in Q2 2025.
763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.