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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Root Financial Partners's EXR Position: Q1 2026 in Review

Root Financial Partners reduced its Extra Space Storage (EXR) stake by 4% in Q1 2026, selling an estimated $141 and leaving 24 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #2132.

Root Financial Partners first reported a position in EXR in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.66K in Q3 2025. 764 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Root Financial Partners held 24 shares of Extra Space Storage worth $3.15K as of Q1 2026.
  • Root Financial Partners sold 1 Extra Space Storage share in Q1 2026, an estimated $141.
  • Extra Space Storage made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2132 holding.
  • Root Financial Partners first reported a position in Extra Space Storage in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Extra Space Storage position peaked at $3.66K in Q3 2025.
  • 764 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.