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Summit Securities Group’s Extra Space Storage EXR Stock Holding History

Summit Securities 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
2023
Q2 		– Sell
-1,300
Closed -$212K – 953
2023
Q1 		$212K Buy
+1,300
New +$204K 0.02% 211

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

Summit Securities Group's EXR Position: Q1 2026 in Review

Summit Securities Group reduced its Extra Space Storage (EXR) stake by 92% in Q1 2026, selling an estimated $53.7K and leaving 35 shares worth $4.59K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

Summit Securities Group first reported a position in EXR in Q3 2021 and has held it in 11 quarters since. The position peaked at $202K in Q3 2021. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Summit Securities Group held 35 shares of Extra Space Storage worth $4.59K as of Q1 2026.
  • Summit Securities Group sold 381 Extra Space Storage shares in Q1 2026, an estimated $53.7K.
  • Extra Space Storage made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #817 holding.
  • Summit Securities Group first reported a position in Extra Space Storage in Q3 2021 and has held it in 11 quarters since.
  • Summit Securities Group's Extra Space Storage position peaked at $202K in Q3 2021.
  • 763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.