Stifel Financial’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.8M | Buy |
82,129
+1,246
| +2% | +$176K | 0.01% | 912 |
|
|
2025
Q4 | $10.5M | Sell |
80,883
-12,295
| -13% | -$1.68M | 0.01% | 926 |
|
|
2025
Q3 | $13.1M | Buy |
93,178
+10,080
| +12% | +$1.45M | 0.01% | 823 |
|
|
2025
Q2 | $12.3M | Sell |
83,098
-427
| -0.5% | -$62.1K | 0.01% | 796 |
|
|
2025
Q1 | $12.4M | Sell |
83,525
-2,283
| -3% | -$346K | 0.01% | 757 |
|
|
2024
Q4 | $12.8M | Sell |
85,808
-51,379
| -37% | -$8.43M | 0.01% | 759 |
|
|
2024
Q3 | $24.7M | Sell |
137,187
-4,060
| -3% | -$685K | 0.03% | 501 |
|
|
2024
Q2 | $22M | Sell |
141,247
-5,068
| -3% | -$739K | 0.02% | 510 |
|
|
2024
Q1 | $21.5M | Buy |
146,315
+8,261
| +6% | +$1.2M | 0.02% | 520 |
|
|
2023
Q4 | $22.1M | Buy |
138,054
+15,334
| +12% | +$1.95M | 0.03% | 476 |
|
|
2023
Q3 | $14.9M | Buy |
122,720
+76,225
| +164% | +$10.2M | 0.02% | 568 |
|
|
2023
Q2 | $6.92M | Buy |
46,495
+5,058
| +12% | +$761K | 0.01% | 876 |
|
|
2023
Q1 | $6.75M | Buy |
41,437
+5,355
| +15% | +$842K | 0.01% | 850 |
|
|
2022
Q4 | $5.31M | Sell |
36,082
-12,925
| -26% | -$2.07M | 0.01% | 949 |
|
|
2022
Q3 | $8.46M | Buy |
49,007
+1,511
| +3% | +$286K | 0.01% | 698 |
|
|
2022
Q2 | $8.08M | Buy |
47,496
+8,279
| +21% | +$1.53M | 0.01% | 739 |
|
|
2022
Q1 | $8.06M | Buy |
39,217
+408
| +1% | +$81.1K | 0.01% | 811 |
|
|
2021
Q4 | $8.8M | Buy |
38,809
+8,711
| +29% | +$1.73M | 0.01% | 796 |
|
|
2021
Q3 | $5.06M | Buy |
30,098
+3,694
| +14% | +$653K | 0.01% | 1011 |
|
|
2021
Q2 | $4.33M | Sell |
26,404
-777
| -3% | -$116K | 0.01% | 1100 |
|
|
2021
Q1 | $3.6M | Buy |
27,181
+1,397
| +5% | +$169K | 0.01% | 1146 |
|
|
2020
Q4 | $2.99M | Buy |
25,784
+3,519
| +16% | +$401K | 0.01% | 1142 |
|
|
2020
Q3 | $2.38M | Buy |
22,265
+10,087
| +83% | +$1.04M | ﹤0.01% | 1126 |
|
|
2020
Q2 | $1.13M | Buy |
12,178
+703
| +6% | +$65.3K | ﹤0.01% | 1479 |
|
|
2020
Q1 | $1.08M | Sell |
11,475
-3,112
| -21% | -$324K | ﹤0.01% | 1378 |
|
|
2019
Q4 | $1.56M | Sell |
14,587
-1,072
| -7% | -$117K | ﹤0.01% | 1514 |
|
|
2019
Q3 | $1.85M | Sell |
15,659
-2,300
| -13% | -$266K | ﹤0.01% | 1362 |
|
|
2019
Q2 | $1.91M | Sell |
17,959
-1,632
| -8% | -$171K | ﹤0.01% | 1376 |
|
|
2019
Q1 | $2.01M | Buy |
19,591
+4,235
| +28% | +$407K | 0.01% | 1233 |
|
|
2018
Q4 | $1.39M | Buy |
15,356
+152
| +1% | +$13.8K | ﹤0.01% | 1352 |
|
|
2018
Q3 | $1.33M | Sell |
15,204
-4,395
| -22% | -$408K | ﹤0.01% | 1504 |
|
|
2018
Q2 | $1.94M | Buy |
19,599
+9,391
| +92% | +$874K | 0.01% | 1230 |
|
|
2018
Q1 | $890K | Buy |
10,208
+3,602
| +55% | +$303K | ﹤0.01% | 1654 |
|
|
2017
Q4 | $578K | Sell |
6,606
-269
| -4% | -$22.7K | ﹤0.01% | 1830 |
|
|
2017
Q3 | $550K | Buy |
6,875
+459
| +7% | +$35.7K | ﹤0.01% | 1824 |
|
|
2017
Q2 | $502K | Buy |
6,416
+13
| +0.2% | +$997 | ﹤0.01% | 1873 |
|
|
2017
Q1 | $476K | Buy |
6,403
+12
| +0.2% | +$906 | ﹤0.01% | 1845 |
|
|
2016
Q4 | $494K | Sell |
6,391
-14,150
| -69% | -$1.04M | ﹤0.01% | 1778 |
|
|
2016
Q3 | $1.63M | Sell |
20,541
-18,923
| -48% | -$1.6M | 0.01% | 1087 |
|
|
2016
Q2 | $3.65M | Buy |
39,464
+32,102
| +436% | +$2.9M | 0.02% | 737 |
|
|
2016
Q1 | $688K | Buy |
7,362
+239
| +3% | +$20.8K | ﹤0.01% | 1420 |
|
|
2015
Q4 | $628K | Buy |
7,123
+972
| +16% | +$79.8K | ﹤0.01% | 1524 |
|
|
2015
Q3 | $475K | Buy |
6,151
+28
| +0.5% | +$2.05K | ﹤0.01% | 1588 |
|
|
2015
Q2 | $388K | Buy |
+6,123
| New | +$415K | ﹤0.01% | 1824 |
|
Other funds holding EXR
VPM
VCM
Stifel Financial's EXR Position: Q1 2026 in Review
Stifel Financial increased its Extra Space Storage (EXR) stake by 1.5% in Q1 2026, buying an estimated $176K and bringing the position to 82,129 shares worth $10.8M. The position accounts for 0.01% of the portfolio, ranked #912.
Stifel Financial first reported a position in EXR in Q2 2015 and has held it in 44 quarters since. The position peaked at $24.7M in Q3 2024. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.
- Stifel Financial held 82,129 shares of Extra Space Storage worth $10.8M as of Q1 2026.
- Stifel Financial bought 1,246 Extra Space Storage shares in Q1 2026, an estimated $176K.
- Extra Space Storage made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #912 holding.
- Stifel Financial first reported a position in Extra Space Storage in Q2 2015 and has held it in 44 quarters since.
- Stifel Financial's Extra Space Storage position peaked at $24.7M in Q3 2024.
- 763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.
Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.