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Sagewood Asset Management’s Extra Space Storage EXR Stock Holding History

Sagewood Asset Management’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 		$331K Sell
2,280
-374
-14% -$53.5K 0.07% 283
2026
Q1 		$348K Buy
2,654
+505
+23% +$71.2K 0.11% 189
2025
Q4 		$280K Buy
+2,149
New +$293K 0.1% 187

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sagewood Asset Management's EXR Position: Q2 2026 in Review

Sagewood Asset Management reduced its Extra Space Storage (EXR) stake by 14% in Q2 2026, selling an estimated $53.5K and leaving 2,280 shares worth $331K. The position accounts for 0.07% of the portfolio, ranked #283.

Sagewood Asset Management first reported a position in EXR in Q4 2025 and has held it in 3 quarters since. The position peaked at $348K in Q1 2026. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Sagewood Asset Management held 2,280 shares of Extra Space Storage worth $331K as of Q2 2026.
  • Sagewood Asset Management sold 374 Extra Space Storage shares in Q2 2026, an estimated $53.5K.
  • Extra Space Storage made up 0.07% of Sagewood Asset Management's portfolio in Q2 2026, its #283 holding.
  • Sagewood Asset Management first reported a position in Extra Space Storage in Q4 2025 and has held it in 3 quarters since.
  • Sagewood Asset Management's Extra Space Storage position peaked at $348K in Q1 2026.
  • 793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.