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Rothschild Investment LLC’s Extra Space Storage EXR Stock Holding History

Rothschild Investment LLC’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 		$72K Buy
496
+182
+58% +$26K ﹤0.01% 1151
2026
Q1 		$41.1K Buy
314
+86
+38% +$12.1K ﹤0.01% 1180
2025
Q4 		$29.7K Sell
228
-336
-60% -$45.8K ﹤0.01% 1188
2025
Q3 		$79.5K Buy
564
+260
+86% +$37.3K ﹤0.01% 863
2025
Q2 		$44.8K Sell
304
-4
-1% -$582 ﹤0.01% 805
2025
Q1 		$45.7K Buy
308
+21
+7% +$3.19K ﹤0.01% 792
2024
Q4 		$42.9K Sell
287
-260
-48% -$42.6K ﹤0.01% 816
2024
Q3 		$98.6K Buy
547
+1
+0.2% +$169 0.01% 649
2024
Q2 		$84.9K Buy
546
+367
+205% +$53.5K 0.01% 653
2024
Q1 		$26.3K Buy
179
+32
+22% +$4.67K ﹤0.01% 865
2023
Q4 		$23.6K Buy
+147
New +$18.7K ﹤0.01% 815

Other funds holding EXR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Rothschild Investment LLC's EXR Position: Q2 2026 in Review

Rothschild Investment LLC increased its Extra Space Storage (EXR) stake by 58% in Q2 2026, buying an estimated $26K and bringing the position to 496 shares worth $72K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

Rothschild Investment LLC first reported a position in EXR in Q4 2023 and has held it in 11 quarters since. The position peaked at $98.6K in Q3 2024. 392 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Rothschild Investment LLC held 496 shares of Extra Space Storage worth $72K as of Q2 2026.
  • Rothschild Investment LLC bought 182 Extra Space Storage shares in Q2 2026, an estimated $26K.
  • Extra Space Storage made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1151 holding.
  • Rothschild Investment LLC first reported a position in Extra Space Storage in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's Extra Space Storage position peaked at $98.6K in Q3 2024.
  • 392 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.