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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
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 $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

TFC Financial Management's EXR Position: Q1 2026 in Review

TFC Financial Management reduced its Extra Space Storage (EXR) stake by 27% in Q1 2026, selling an estimated $564 and leaving 11 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

TFC Financial Management first reported a position in EXR in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.23K in Q1 2025. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • TFC Financial Management held 11 shares of Extra Space Storage worth $1.44K as of Q1 2026.
  • TFC Financial Management sold 4 Extra Space Storage shares in Q1 2026, an estimated $564.
  • Extra Space Storage made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #576 holding.
  • TFC Financial Management first reported a position in Extra Space Storage in Q4 2023 and has held it in 10 quarters since.
  • TFC Financial Management's Extra Space Storage position peaked at $2.23K in Q1 2025.
  • 763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.