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Symphony Financial’s Extra Space Storage EXR Stock Holding History

Symphony Financial’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 		– Sell
-1,985
Closed -$261K – 322
2025
Q4 		$261K Sell
1,985
-528
-21% -$72K 0.04% 245
2025
Q3 		$352K Sell
2,513
-6,962
-73% -$1,000K 0.04% 202
2025
Q2 		$1.38M Buy
+9,475
New +$1.38M 0.18% 99
2025
Q1 		– Sell
-8,158
Closed -$1.24M – 135
2024
Q4 		$1.24M Sell
8,158
-814
-9% -$133K 0.19% 93
2024
Q3 		$1.59M Sell
8,972
-230
-2% -$38.8K 0.26% 81
2024
Q2 		$1.43M Sell
9,202
-656
-7% -$95.6K 0.26% 78
2024
Q1 		$1.45M Buy
9,858
+412
+4% +$60.1K 0.34% 71
2023
Q4 		$1.42M Sell
9,446
-2,826
-23% -$359K 0.31% 74
2023
Q3 		$1.46M Sell
12,272
-2,800
-19% -$376K 0.36% 55
2023
Q2 		$2.23M Buy
15,072
+2,070
+16% +$311K 0.55% 44
2023
Q1 		$2.07M Buy
13,002
+1,293
+11% +$203K 0.53% 44
2022
Q4 		$1.69M Buy
11,709
+504
+4% +$80.6K 0.45% 50
2022
Q3 		$1.89M Buy
11,205
+467
+4% +$88.3K 0.62% 42
2022
Q2 		$1.84M Buy
10,738
+3,295
+44% +$610K 0.54% 41
2022
Q1 		$1.59M Buy
+7,443
New +$1.48M 0.37% 54

Other funds holding EXR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Symphony Financial's EXR Position: Q1 2026 in Review

Symphony Financial sold out of Extra Space Storage (EXR) in Q1 2026, closing a stake of 1,985 shares — an estimated $261K sold.

Symphony Financial first reported a position in EXR in Q1 2022 and held it in 15 quarters. The position peaked at $2.23M in Q2 2023. 766 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Symphony Financial reported no remaining Extra Space Storage position as of Q1 2026 after selling out during the quarter.
  • Symphony Financial sold 1,985 Extra Space Storage shares in Q1 2026, an estimated $261K.
  • Symphony Financial first reported a position in Extra Space Storage in Q1 2022 and held it in 15 quarters.
  • Symphony Financial's Extra Space Storage position peaked at $2.23M in Q2 2023.
  • 766 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Symphony Financial's 13F filing for Q1 2026, filed 1 May 2026.