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Synergy Investment Management’s Extra Space Storage EXR Stock Holding History

Synergy Investment Management’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 		$3.2K Sell
22
-1
-4% -$143 ﹤0.01% 836
2026
Q1 		$3.02K Buy
+23
New +$3.24K ﹤0.01% 651
2025
Q2 		– Sell
-13
Closed -$1.93K – 233
2025
Q1 		$1.93K Hold
13
– – ﹤0.01% 545
2024
Q4 		$1.95K Buy
+13
New +$2.13K ﹤0.01% 569

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

Synergy Investment Management's EXR Position: Q2 2026 in Review

Synergy Investment Management reduced its Extra Space Storage (EXR) stake by 4.3% in Q2 2026, selling an estimated $143 and leaving 22 shares worth $3.2K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

Synergy Investment Management first reported a position in EXR in Q4 2024 and has held it in 4 quarters since. 802 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Synergy Investment Management held 22 shares of Extra Space Storage worth $3.2K as of Q2 2026.
  • Synergy Investment Management sold 1 Extra Space Storage share in Q2 2026, an estimated $143.
  • Extra Space Storage made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #836 holding.
  • Synergy Investment Management first reported a position in Extra Space Storage in Q4 2024 and has held it in 4 quarters since.
  • 802 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.