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Sunbelt Securities’s Extra Space Storage EXR Stock Holding History

Sunbelt Securities’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
Q1 		$21.8K Buy
166
+1
+0.6% +$141 ﹤0.01% 1269
2025
Q4 		$21.4K Buy
165
+29
+21% +$3.95K ﹤0.01% 1238
2025
Q3 		$19.2K Buy
136
+17
+14% +$2.44K ﹤0.01% 1274
2025
Q2 		$17.8K Hold
119
– – ﹤0.01% 1191
2025
Q1 		$17.6K Buy
119
+1
+0.8% +$152 ﹤0.01% 1152
2024
Q4 		$17.4K Hold
118
– – ﹤0.01% 1197
2024
Q3 		$21.2K Sell
118
-499
-81% -$84.2K ﹤0.01% 1159
2024
Q2 		$95.9K Buy
617
+503
+441% +$73.3K 0.01% 742
2024
Q1 		$16.8K Hold
114
– – ﹤0.01% 1126
2023
Q4 		$18.3K Buy
114
+1
+0.9% +$127 ﹤0.01% 1048
2023
Q3 		$13.8K Buy
113
+111
+5,550% +$14.9K ﹤0.01% 1087
2023
Q2 		$298 Hold
2
– – ﹤0.01% 1611
2023
Q1 		$318 Buy
+2
New +$314 ﹤0.01% 1570

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

Sunbelt Securities's EXR Position: Q1 2026 in Review

Sunbelt Securities increased its Extra Space Storage (EXR) stake by 0.61% in Q1 2026, buying an estimated $141 and bringing the position to 166 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1269.

Sunbelt Securities first reported a position in EXR in Q1 2023 and has held it in 13 quarters since. The position peaked at $95.9K in Q2 2024. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Sunbelt Securities held 166 shares of Extra Space Storage worth $21.8K as of Q1 2026.
  • Sunbelt Securities bought 1 Extra Space Storage share in Q1 2026, an estimated $141.
  • Extra Space Storage made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1269 holding.
  • Sunbelt Securities first reported a position in Extra Space Storage in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's Extra Space Storage position peaked at $95.9K in Q2 2024.
  • 763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.