Transamerica Financial Advisors’s Extra Space Storage EXR Stock Holding History

Transamerica Financial Advisors’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	$21.9K	Sell	150 -25	-14%	-$3.57K	﹤0.01%	851
2026 Q1	$23K	Buy	175 +5	+3%	+$705	﹤0.01%	776
2025 Q4	$22.1K	Buy	170 +51	+43%	+$6.95K	﹤0.01%	699
2025 Q3	$16.7K	Buy	+119	New	+$17.1K	﹤0.01%	635
2020 Q3	–	Sell	-7,839	Closed	-$725K	–	273
2020 Q2	$725K	Buy	+7,839	New	+$729K	0.16%	86
2019 Q3	–	Sell	-7,839	Closed	-$832K	–	227
2019 Q2	$832K	Buy	+7,839	New	+$824K	0.18%	97
2019 Q1	–	Sell	-7,839	Closed	-$710K	–	211
2018 Q4	$710K	Hold	7,839	–	–	0.18%	89
2018 Q3	$680K	Hold	7,839	–	–	0.14%	114
2018 Q2	$783K	Hold	7,839	–	–	0.17%	101
2018 Q1	$685K	Buy	+7,839	New	+$659K	0.1%	157
2016 Q2	–	Sell	-5,000	Closed	-$468K	–	490
2016 Q1	$468K	Hold	5,000	–	–	0.04%	221
2015 Q4	$442K	Buy	+5,000	New	+$411K	0.03%	248

Other funds holding EXR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Transamerica Financial Advisors's EXR Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Extra Space Storage (EXR) stake by 14% in Q2 2026, selling an estimated $3.57K and leaving 150 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #851.

Transamerica Financial Advisors first reported a position in EXR in Q4 2015 and has held it in 12 quarters since. The position peaked at $832K in Q2 2019. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

Transamerica Financial Advisors held 150 shares of Extra Space Storage worth $21.9K as of Q2 2026.
Transamerica Financial Advisors sold 25 Extra Space Storage shares in Q2 2026, an estimated $3.57K.
Extra Space Storage made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #851 holding.
Transamerica Financial Advisors first reported a position in Extra Space Storage in Q4 2015 and has held it in 12 quarters since.
Transamerica Financial Advisors's Extra Space Storage position peaked at $832K in Q2 2019.
793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.