UBS Group’s Extra Space Storage EXR Stock Holding History

UBS Group’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
2020 Q4	–	Sell	-58,903	Closed	-$6.3M	–	8488
2020 Q3	$6.3M	Buy	+58,903	New	+$6.09M	﹤0.01%	1989
2019 Q2	–	Sell	-300,000	Closed	-$30.6M	–	7945
2019 Q1	$30.6M	Buy	+300,000	New	+$28.8M	0.01%	891
2018 Q4	–	Sell	-300,000	Closed	-$26M	–	8100
2018 Q3	$26M	Buy	+300,000	New	+$27.8M	0.01%	1040
2017 Q2	–	Sell	-330,000	Closed	-$24.5M	–	7756
2017 Q1	$24.5M	Buy	+330,000	New	+$24.9M	0.01%	905
2016 Q4	–	Sell	-55,000	Closed	-$4.37M	–	7835
2016 Q3	$4.37M	Buy	+55,000	New	+$4.64M	﹤0.01%	2146
2015 Q4	–	Sell	-50,000	Closed	-$3.86M	–	8409
2015 Q3	$3.86M	Buy	+50,000	New	+$3.66M	﹤0.01%	2146
2015 Q1	–	Sell	-31,700	Closed	-$1.86M	–	8972
2014 Q4	$1.86M	Buy	+31,700	New	+$1.82M	﹤0.01%	2973

Other funds holding EXR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group's EXR Position: Q1 2026 in Review

UBS Group reduced its Extra Space Storage (EXR) stake by 4.3% in Q1 2026, selling an estimated $4.15M and leaving 652,612 shares worth $85.6M. The position accounts for 0.01% of the portfolio, ranked #1171.

UBS Group first reported a position in EXR in Q4 2014 and has held it in 46 quarters since. The position peaked at $182M in Q2 2025. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

UBS Group held 652,612 shares of Extra Space Storage worth $85.6M as of Q1 2026.
UBS Group sold 29,471 Extra Space Storage shares in Q1 2026, an estimated $4.15M.
Extra Space Storage made up 0.01% of UBS Group's portfolio in Q1 2026, its #1171 holding.
UBS Group first reported a position in Extra Space Storage in Q4 2014 and has held it in 46 quarters since.
UBS Group's Extra Space Storage position peaked at $182M in Q2 2025.
763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.