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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
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 $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

Synergy Investment Management's EXR Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Extra Space Storage (EXR) in Q1 2026: 23 shares worth $3.02K. The stake represents ﹤0.01% of the portfolio and ranks #651 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in EXR as recently as Q1 2025.

Synergy Investment Management first reported a position in EXR in Q4 2024 and has held it in 3 quarters since. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Synergy Investment Management held 23 shares of Extra Space Storage worth $3.02K as of Q1 2026.
  • Extra Space Storage was a new Synergy Investment Management position in Q1 2026.
  • Extra Space Storage made up ﹤0.01% of Synergy Investment Management's portfolio in Q1 2026, its #651 holding.
  • Synergy Investment Management first reported a position in Extra Space Storage in Q4 2024 and has held it in 3 quarters since.
  • 763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.