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Stiles Financial Services’s Extra Space Storage EXR Stock Holding History

Stiles Financial Services’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 		$215K Buy
+1,481
New +$212K 0.05% 177
2025
Q4 		– Sell
-1,481
Closed -$209K – 175
2025
Q3 		$209K Hold
1,481
– – 0.07% 173
2025
Q2 		$218K Hold
1,481
– – 0.08% 168
2025
Q1 		$220K Hold
1,481
– – 0.08% 164
2024
Q4 		$222K Hold
1,481
– – 0.08% 172
2024
Q3 		$267K Hold
1,481
– – 0.09% 158
2024
Q2 		$230K Buy
+1,481
New +$216K 0.09% 167

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

Stiles Financial Services's EXR Position: Q2 2026 in Review

Stiles Financial Services opened a new position in Extra Space Storage (EXR) in Q2 2026: 1,481 shares worth $215K. The stake represents 0.05% of the portfolio and ranks #177 among its holdings. This is a return to the name: Stiles Financial Services previously reported a position in EXR as recently as Q3 2025.

Stiles Financial Services first reported a position in EXR in Q2 2024 and has held it in 7 quarters since. The position peaked at $267K in Q3 2024. 798 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Stiles Financial Services held 1,481 shares of Extra Space Storage worth $215K as of Q2 2026.
  • Extra Space Storage was a new Stiles Financial Services position in Q2 2026.
  • Extra Space Storage made up 0.05% of Stiles Financial Services's portfolio in Q2 2026, its #177 holding.
  • Stiles Financial Services first reported a position in Extra Space Storage in Q2 2024 and has held it in 7 quarters since.
  • Stiles Financial Services's Extra Space Storage position peaked at $267K in Q3 2024.
  • 798 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.