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Silver Grove Financial Group’s Extra Space Storage EXR Stock Holding History

Silver Grove Financial 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
Q2 		$157K Buy
1,081
+50
+5% +$7.15K 0.09% 173
2026
Q1 		$135K Buy
+1,031
New +$145K 0.11% 126

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

Silver Grove Financial Group's EXR Position: Q2 2026 in Review

Silver Grove Financial Group increased its Extra Space Storage (EXR) stake by 4.8% in Q2 2026, buying an estimated $7.15K and bringing the position to 1,081 shares worth $157K. The position accounts for 0.09% of the portfolio, ranked #173.

Silver Grove Financial Group first reported a position in EXR in Q1 2026 and has held it in 2 quarters since. 796 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Silver Grove Financial Group held 1,081 shares of Extra Space Storage worth $157K as of Q2 2026.
  • Silver Grove Financial Group bought 50 Extra Space Storage shares in Q2 2026, an estimated $7.15K.
  • Extra Space Storage made up 0.09% of Silver Grove Financial Group's portfolio in Q2 2026, its #173 holding.
  • Silver Grove Financial Group first reported a position in Extra Space Storage in Q1 2026 and has held it in 2 quarters since.
  • 796 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.