SAG
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SageView Advisory Group’s Extra Space Storage EXR Stock Holding History

SageView Advisory Group’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 		– Sell
-159
Closed -$20.7K – 1190
2025
Q4 		$20.7K Buy
+159
New +$21.7K ﹤0.01% 1441

Other funds holding EXR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SageView Advisory Group's EXR Position: Q1 2026 in Review

SageView Advisory Group sold out of Extra Space Storage (EXR) in Q1 2026, closing a stake of 159 shares — an estimated $20.7K sold.

SageView Advisory Group first reported a position in EXR in Q4 2025 and held it in 1 quarter. The position peaked at $20.7K in Q4 2025. 768 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • SageView Advisory Group reported no remaining Extra Space Storage position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 159 Extra Space Storage shares in Q1 2026, an estimated $20.7K.
  • SageView Advisory Group first reported a position in Extra Space Storage in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Extra Space Storage position peaked at $20.7K in Q4 2025.
  • 768 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.