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
2026 Q1	–	Sell	-27,500	Closed	-$3.58M	–	10686
2025 Q4	$3.58M	Sell	27,500 -28,200	-51%	-$3.85M	﹤0.01%	4364
2025 Q3	$7.85M	Buy	55,700 +5,600	+11%	+$804K	﹤0.01%	3554
2025 Q2	$7.39M	Buy	50,100 +26,400	+111%	+$3.84M	﹤0.01%	3446
2025 Q1	$3.52M	Buy	23,700 +15,900	+204%	+$2.41M	﹤0.01%	4156
2024 Q4	$1.17M	Buy	+7,800	New	+$1.28M	﹤0.01%	5188
2024 Q3	–	Sell	-300	Closed	-$46.6K	–	9643
2024 Q2	$46.6K	Hold	300	–	–	﹤0.01%	6741
2024 Q1	$44.1K	Buy	+300	New	+$43.7K	﹤0.01%	6570
2022 Q2	–	Sell	-2,600	Closed	-$535K	–	10480
2022 Q1	$535K	Hold	2,600	–	–	﹤0.01%	4637
2021 Q4	$589K	Buy	+2,600	New	+$515K	﹤0.01%	4840
2020 Q1	–	Sell	-26,400	Closed	-$2.79M	–	8072
2019 Q4	$2.79M	Buy	+26,400	New	+$2.88M	﹤0.01%	3209

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.