TCA
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Transcend Capital Advisors’s Extra Space Storage EXR Stock Holding History

Transcend Capital 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 		$497K Buy
3,420
+332
+11% +$47.5K 0.03% 454
2026
Q1 		$405K Buy
+3,088
New +$435K 0.03% 446
2025
Q4 		– Sell
-1,424
Closed -$201K – 713
2025
Q3 		$201K Sell
1,424
-861
-38% -$124K 0.01% 666
2025
Q2 		$337K Buy
+2,285
New +$332K 0.03% 426

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

Transcend Capital Advisors's EXR Position: Q2 2026 in Review

Transcend Capital Advisors increased its Extra Space Storage (EXR) stake by 11% in Q2 2026, buying an estimated $47.5K and bringing the position to 3,420 shares worth $497K. The position accounts for 0.03% of the portfolio, ranked #454.

Transcend Capital Advisors first reported a position in EXR in Q2 2025 and has held it in 4 quarters since. 802 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Transcend Capital Advisors held 3,420 shares of Extra Space Storage worth $497K as of Q2 2026.
  • Transcend Capital Advisors bought 332 Extra Space Storage shares in Q2 2026, an estimated $47.5K.
  • Extra Space Storage made up 0.03% of Transcend Capital Advisors's portfolio in Q2 2026, its #454 holding.
  • Transcend Capital Advisors first reported a position in Extra Space Storage in Q2 2025 and has held it in 4 quarters since.
  • 802 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.