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TFC Financial Management’s Extra Space Storage EXR Stock Holding History

TFC Financial 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 		$1.6K Hold
11
– – ﹤0.01% 597
2026
Q1 		$1.44K Sell
11
-4
-27% -$564 ﹤0.01% 576
2025
Q4 		$1.95K Buy
15
+4
+36% +$545 ﹤0.01% 532
2025
Q3 		$1.55K Hold
11
– – ﹤0.01% 577
2025
Q2 		$1.62K Sell
11
-4
-27% -$582 ﹤0.01% 528
2025
Q1 		$2.23K Buy
15
+4
+36% +$607 ﹤0.01% 480
2024
Q4 		$1.65K Hold
11
– – ﹤0.01% 527
2024
Q3 		$1.98K Hold
11
– – ﹤0.01% 504
2024
Q2 		$1.71K Sell
11
-1
-8% -$146 ﹤0.01% 499
2024
Q1 		$1.76K Buy
12
+1
+9% +$146 ﹤0.01% 486
2023
Q4 		$1.76K Buy
+11
New +$1.4K ﹤0.01% 466

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 $3.37T AUM 44.26% 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

TFC Financial Management's EXR Position: Q2 2026 in Review

TFC Financial Management held its Extra Space Storage (EXR) position steady in Q2 2026 at 11 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

TFC Financial Management first reported a position in EXR in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.23K in Q1 2025. 798 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • TFC Financial Management held 11 shares of Extra Space Storage worth $1.6K as of Q2 2026.
  • TFC Financial Management left its Extra Space Storage share count unchanged in Q2 2026.
  • Extra Space Storage made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #597 holding.
  • TFC Financial Management first reported a position in Extra Space Storage in Q4 2023 and has held it in 11 quarters since.
  • TFC Financial Management's Extra Space Storage position peaked at $2.23K in Q1 2025.
  • 798 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.