Triumph Capital Management’s Extra Space Storage EXR Stock Holding History

Triumph Capital Management’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 Q3	$658	Hold	5	–	–	﹤0.01%	1752
2026 Q2	$726	Sell	5 -1	-17%	-$143	﹤0.01%	1694
2026 Q1	$787	Buy	6 +1	+20%	+$141	﹤0.01%	1661
2025 Q4	$651	Buy	+5	New	+$682	﹤0.01%	1619
2023 Q4	–	Sell	-3,348	Closed	-$407K	–	228
2023 Q3	$407K	Buy	3,348 +1,940	+138%	+$260K	0.18%	118
2023 Q2	$210K	Buy	+1,408	New	+$212K	0.1%	203
2023 Q1	–	Sell	-1,405	Closed	-$207K	–	203
2022 Q4	$207K	Buy	+1,405	New	+$225K	0.11%	187

Other funds holding EXR

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Triumph Capital Management's EXR Position: Q3 2026 in Review

Triumph Capital Management held its Extra Space Storage (EXR) position steady in Q3 2026 at 5 shares worth $658. The position accounts for ﹤0.01% of the portfolio, ranked #1752.

Triumph Capital Management first reported a position in EXR in Q4 2022 and has held it in 7 quarters since. The position peaked at $407K in Q3 2023. 401 funds tracked by Wall St. Rank hold EXR as of Q3 2026.

Triumph Capital Management held 5 shares of Extra Space Storage worth $658 as of Q3 2026.
Triumph Capital Management left its Extra Space Storage share count unchanged in Q3 2026.
Extra Space Storage made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1752 holding.
Triumph Capital Management first reported a position in Extra Space Storage in Q4 2022 and has held it in 7 quarters since.
Triumph Capital Management's Extra Space Storage position peaked at $407K in Q3 2023.
401 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.