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
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 $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

Transcend Capital Advisors's EXR Position: Q1 2026 in Review

Transcend Capital Advisors opened a new position in Extra Space Storage (EXR) in Q1 2026: 3,088 shares worth $405K. The stake represents 0.03% of the portfolio and ranks #446 among its holdings. This is a return to the name: Transcend Capital Advisors previously reported a position in EXR as recently as Q3 2025.

Transcend Capital Advisors first reported a position in EXR in Q2 2025 and has held it in 3 quarters since. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Transcend Capital Advisors held 3,088 shares of Extra Space Storage worth $405K as of Q1 2026.
  • Extra Space Storage was a new Transcend Capital Advisors position in Q1 2026.
  • Extra Space Storage made up 0.03% of Transcend Capital Advisors's portfolio in Q1 2026, its #446 holding.
  • Transcend Capital Advisors first reported a position in Extra Space Storage in Q2 2025 and has held it in 3 quarters since.
  • 763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.