Segment Wealth Management’s Extra Space Storage EXR Stock Holding History

Segment Wealth 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	$479K	Buy	3,299 +811	+33%	+$116K	0.02%	233
2026 Q1	$326K	Sell	2,488 -121	-5%	-$17.1K	0.02%	259
2025 Q4	$340K	Sell	2,609 -100	-4%	-$13.6K	0.02%	250
2025 Q3	$382K	Buy	2,709 +213	+9%	+$30.6K	0.02%	230
2025 Q2	$368K	Buy	2,496 +715	+40%	+$104K	0.02%	226
2025 Q1	$264K	Buy	+1,781	New	+$270K	0.02%	252

Other funds holding EXR

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Segment Wealth Management's EXR Position: Q2 2026 in Review

Segment Wealth Management increased its Extra Space Storage (EXR) stake by 33% in Q2 2026, buying an estimated $116K and bringing the position to 3,299 shares worth $479K. The position accounts for 0.02% of the portfolio, ranked #233.

Segment Wealth Management first reported a position in EXR in Q1 2025 and has held it in 6 quarters since. 128 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

Segment Wealth Management held 3,299 shares of Extra Space Storage worth $479K as of Q2 2026.
Segment Wealth Management bought 811 Extra Space Storage shares in Q2 2026, an estimated $116K.
Extra Space Storage made up 0.02% of Segment Wealth Management's portfolio in Q2 2026, its #233 holding.
Segment Wealth Management first reported a position in Extra Space Storage in Q1 2025 and has held it in 6 quarters since.
128 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.