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Tidemark’s Extra Space Storage EXR Stock Holding History

Tidemark’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 		$291 Hold
2
– – ﹤0.01% 882
2026
Q1 		$262 Buy
+2
New +$282 ﹤0.01% 839
2024
Q2 		– Sell
-8
Closed -$1.18K – 664
2024
Q1 		$1.18K Hold
8
– – ﹤0.01% 633
2023
Q4 		$1.28K Buy
+8
New +$1.02K ﹤0.01% 626

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

Tidemark's EXR Position: Q2 2026 in Review

Tidemark held its Extra Space Storage (EXR) position steady in Q2 2026 at 2 shares worth $291. The position accounts for ﹤0.01% of the portfolio, ranked #882.

Tidemark first reported a position in EXR in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.28K in Q4 2023. 803 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Tidemark held 2 shares of Extra Space Storage worth $291 as of Q2 2026.
  • Tidemark left its Extra Space Storage share count unchanged in Q2 2026.
  • Extra Space Storage made up ﹤0.01% of Tidemark's portfolio in Q2 2026, its #882 holding.
  • Tidemark first reported a position in Extra Space Storage in Q4 2023 and has held it in 4 quarters since.
  • Tidemark's Extra Space Storage position peaked at $1.28K in Q4 2023.
  • 803 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.