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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Root Financial Partners's EXR Position: Q2 2026 in Review

Root Financial Partners sold out of Extra Space Storage (EXR) in Q2 2026, closing a stake of 24 shares — an estimated $3.15K sold.

Root Financial Partners first reported a position in EXR in Q3 2025 and held it in 3 quarters. The position peaked at $3.66K in Q3 2025. 798 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

Root Financial Partners reported no remaining Extra Space Storage position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 24 Extra Space Storage shares in Q2 2026, an estimated $3.15K.
Root Financial Partners first reported a position in Extra Space Storage in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Extra Space Storage position peaked at $3.66K in Q3 2025.
798 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.