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Sequoia Financial Advisors’s Extra Space Storage EXR Stock Holding History

Sequoia Financial Advisors’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 		$722K Sell
4,971
-485
-9% -$69.3K ﹤0.01% 1096
2026
Q1 		$715K Sell
5,456
-296
-5% -$41.7K ﹤0.01% 1058
2025
Q4 		$749K Buy
5,752
+2,372
+70% +$323K ﹤0.01% 1048
2025
Q3 		$476K Sell
3,380
-666
-16% -$95.7K ﹤0.01% 1165
2025
Q2 		$596K Buy
4,046
+1,254
+45% +$182K ﹤0.01% 919
2025
Q1 		$415K Sell
2,792
-26
-0.9% -$3.94K ﹤0.01% 928
2024
Q4 		$422K Buy
2,818
+292
+12% +$47.9K ﹤0.01% 875
2024
Q3 		$455K Buy
2,526
+129
+5% +$21.8K ﹤0.01% 789
2024
Q2 		$372K Buy
2,397
+369
+18% +$53.8K ﹤0.01% 807
2024
Q1 		$298K Sell
2,028
-1,066
-34% -$155K ﹤0.01% 864
2023
Q4 		$496K Buy
+3,094
New +$393K 0.01% 733

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

Sequoia Financial Advisors's EXR Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Extra Space Storage (EXR) stake by 8.9% in Q2 2026, selling an estimated $69.3K and leaving 4,971 shares worth $722K. The position accounts for ﹤0.01% of the portfolio, ranked #1096.

Sequoia Financial Advisors first reported a position in EXR in Q4 2023 and has held it in 11 quarters since. The position peaked at $749K in Q4 2025. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Sequoia Financial Advisors held 4,971 shares of Extra Space Storage worth $722K as of Q2 2026.
  • Sequoia Financial Advisors sold 485 Extra Space Storage shares in Q2 2026, an estimated $69.3K.
  • Extra Space Storage made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1096 holding.
  • Sequoia Financial Advisors first reported a position in Extra Space Storage in Q4 2023 and has held it in 11 quarters since.
  • Sequoia Financial Advisors's Extra Space Storage position peaked at $749K in Q4 2025.
  • 793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.