TCA
EXR icon

Trifecta Capital Advisors’s Extra Space Storage EXR Stock Holding History

Trifecta 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 		$146 Buy
+1
New +$143 ﹤0.01% 480
2023
Q4 		– Sell
-9
Closed -$1.09K – 443
2023
Q3 		$1.09K Buy
+9
New +$1.21K ﹤0.01% 364

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 $3.37T AUM 44.26% 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

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

Trifecta Capital Advisors opened a new position in Extra Space Storage (EXR) in Q2 2026: 1 share worth $146. The stake represents ﹤0.01% of the portfolio and ranks #480 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in EXR as recently as Q3 2023.

Trifecta Capital Advisors first reported a position in EXR in Q3 2023 and has held it in 2 quarters since. The position peaked at $1.09K in Q3 2023. 798 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Trifecta Capital Advisors held 1 share of Extra Space Storage worth $146 as of Q2 2026.
  • Extra Space Storage was a new Trifecta Capital Advisors position in Q2 2026.
  • Extra Space Storage made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #480 holding.
  • Trifecta Capital Advisors first reported a position in Extra Space Storage in Q3 2023 and has held it in 2 quarters since.
  • Trifecta Capital Advisors's Extra Space Storage position peaked at $1.09K in Q3 2023.
  • 798 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.