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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 $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 $3.38T AUM 44.17% 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

Summit Securities Group's EXR Position: Q2 2026 in Review

Summit Securities Group increased its Extra Space Storage (EXR) stake by 40% in Q2 2026, buying an estimated $2K and bringing the position to 49 shares worth $7.12K. The position accounts for ﹤0.01% of the portfolio, ranked #906.

Summit Securities Group first reported a position in EXR in Q3 2021 and has held it in 12 quarters since. The position peaked at $202K in Q3 2021. 802 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Summit Securities Group held 49 shares of Extra Space Storage worth $7.12K as of Q2 2026.
  • Summit Securities Group bought 14 Extra Space Storage shares in Q2 2026, an estimated $2K.
  • Extra Space Storage made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #906 holding.
  • Summit Securities Group first reported a position in Extra Space Storage in Q3 2021 and has held it in 12 quarters since.
  • Summit Securities Group's Extra Space Storage position peaked at $202K in Q3 2021.
  • 802 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.