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Summit Place Financial Advisors’s Extra Space Storage EXR Stock Holding History

Summit Place 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 		$291K Hold
2,000
– – 0.13% 93
2026
Q1 		$262K Hold
2,000
– – 0.13% 95
2025
Q4 		$260K Hold
2,000
– – 0.13% 90
2025
Q3 		$282K Buy
+2,000
New +$287K 0.13% 89

Other funds holding EXR

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Summit Place Financial Advisors's EXR Position: Q2 2026 in Review

Summit Place Financial Advisors held its Extra Space Storage (EXR) position steady in Q2 2026 at 2,000 shares worth $291K. The position accounts for 0.13% of the portfolio, ranked #93.

Summit Place Financial Advisors first reported a position in EXR in Q3 2025 and has held it in 4 quarters since. 271 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Summit Place Financial Advisors held 2,000 shares of Extra Space Storage worth $291K as of Q2 2026.
  • Summit Place Financial Advisors left its Extra Space Storage share count unchanged in Q2 2026.
  • Extra Space Storage made up 0.13% of Summit Place Financial Advisors's portfolio in Q2 2026, its #93 holding.
  • Summit Place Financial Advisors first reported a position in Extra Space Storage in Q3 2025 and has held it in 4 quarters since.
  • 271 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.