Root Financial Partners
EXR icon

Root Financial Partners’s Extra Space Storage EXR Stock Holding History

Root Financial Partners’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
Q3 		$78.5K Buy
+597
New +$85.7K ﹤0.01% 868
2026
Q2 		– Sell
-24
Closed -$3.15K – 1308
2026
Q1 		$3.15K Sell
24
-1
-4% -$141 ﹤0.01% 2132
2025
Q4 		$3.26K Sell
25
-1
-4% -$136 ﹤0.01% 1882
2025
Q3 		$3.66K Buy
+26
New +$3.73K ﹤0.01% 1827

Other funds holding EXR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Root Financial Partners's EXR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Extra Space Storage (EXR) in Q3 2026: 597 shares worth $78.5K. The stake represents ﹤0.01% of the portfolio and ranks #868 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EXR as recently as Q1 2026.

Root Financial Partners first reported a position in EXR in Q3 2025 and has held it in 4 quarters since. 652 funds tracked by Wall St. Rank hold EXR as of Q3 2026.

  • Root Financial Partners held 597 shares of Extra Space Storage worth $78.5K as of Q3 2026.
  • Extra Space Storage was a new Root Financial Partners position in Q3 2026.
  • Extra Space Storage made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #868 holding.
  • Root Financial Partners first reported a position in Extra Space Storage in Q3 2025 and has held it in 4 quarters since.
  • 652 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.