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Steward Partners Investment Advisory’s Extra Space Storage EXR Stock Holding History

Steward Partners Investment Advisory’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 		$1.06M Sell
8,070
-393
-5% -$55.4K 0.01% 1140
2025
Q4 		$1.1M Sell
8,463
-1
-0% -$136 0.01% 1028
2025
Q3 		$1.19M Buy
8,464
+231
+3% +$33.2K 0.01% 981
2025
Q2 		$1.21M Buy
8,233
+167
+2% +$24.3K 0.01% 909
2025
Q1 		$1.2M Buy
8,066
+751
+10% +$114K 0.01% 844
2024
Q4 		$1.09M Buy
7,315
+600
+9% +$98.4K 0.01% 844
2024
Q3 		$1.21M Buy
6,715
+5
+0.1% +$844 0.01% 790
2024
Q2 		$1.04M Buy
6,710
+224
+3% +$32.7K 0.01% 800
2024
Q1 		$953K Sell
6,486
-12
-0.2% -$1.75K 0.01% 809
2023
Q4 		$1.04M Buy
6,498
+490
+8% +$62.3K 0.01% 707
2023
Q3 		$730K Buy
6,008
+5,632
+1,498% +$756K 0.01% 784
2023
Q2 		$56K Buy
376
+300
+395% +$45.1K ﹤0.01% 1832
2023
Q1 		$12.4K Hold
76
– – ﹤0.01% 2461
2022
Q4 		$11.2K Sell
76
-115
-60% -$18.4K ﹤0.01% 2498
2022
Q3 		$33K Sell
191
-5
-3% -$946 ﹤0.01% 1976
2022
Q2 		$33K Sell
196
-14
-7% -$2.59K ﹤0.01% 1990
2022
Q1 		$43K Buy
210
+45
+27% +$8.95K ﹤0.01% 1990
2021
Q4 		$37K Buy
165
+2
+1% +$396 ﹤0.01% 2041
2021
Q3 		$27K Buy
163
+6
+4% +$1.06K ﹤0.01% 2185
2021
Q2 		$26K Sell
157
-215
-58% -$32.2K ﹤0.01% 4555
2021
Q1 		$49.3K Buy
372
+326
+709% +$39.5K ﹤0.01% 1990
2020
Q4 		$5K Sell
46
-189
-80% -$21.5K ﹤0.01% 2511
2020
Q3 		$25K Buy
235
+39
+20% +$4.03K ﹤0.01% 1804
2020
Q2 		$18K Hold
196
– – ﹤0.01% 1809
2020
Q1 		$18K Hold
196
– – ﹤0.01% 1641
2019
Q4 		$20K Hold
196
– – ﹤0.01% 1768
2019
Q3 		$22K Hold
196
– – ﹤0.01% 1687
2019
Q2 		$20K Buy
+196
New +$20.6K ﹤0.01% 1706
2018
Q4 		– Sell
-150
Closed -$13K – 1208
2018
Q3 		$13K Hold
150
– – ﹤0.01% 1761
2018
Q2 		$15K Hold
150
– – ﹤0.01% 1573
2018
Q1 		$13K Buy
+150
New +$12.6K ﹤0.01% 1480

Other funds holding EXR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Steward Partners Investment Advisory's EXR Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Extra Space Storage (EXR) stake by 4.6% in Q1 2026, selling an estimated $55.4K and leaving 8,070 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #1140.

Steward Partners Investment Advisory first reported a position in EXR in Q1 2018 and has held it in 31 quarters since. The position peaked at $1.21M in Q2 2025. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Steward Partners Investment Advisory held 8,070 shares of Extra Space Storage worth $1.06M as of Q1 2026.
  • Steward Partners Investment Advisory sold 393 Extra Space Storage shares in Q1 2026, an estimated $55.4K.
  • Extra Space Storage made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1140 holding.
  • Steward Partners Investment Advisory first reported a position in Extra Space Storage in Q1 2018 and has held it in 31 quarters since.
  • Steward Partners Investment Advisory's Extra Space Storage position peaked at $1.21M in Q2 2025.
  • 763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.