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Valley National Advisers’s Extra Space Storage EXR Stock Holding History

Valley National Advisers’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 		$436 Buy
+3
New +$429 ﹤0.01% 965
2024
Q3 		– Sell
-93
Closed -$14K – 879
2024
Q2 		$14K Buy
93
+13
+16% +$1.9K ﹤0.01% 560
2024
Q1 		$11K Buy
80
+8
+11% +$1.17K ﹤0.01% 619
2023
Q4 		$11K Buy
72
+27
+60% +$3.43K ﹤0.01% 635
2023
Q3 		$5K Buy
45
+40
+800% +$5.37K ﹤0.01% 701
2023
Q2 		$1K Buy
+5
New +$752 ﹤0.01% 880

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

Valley National Advisers's EXR Position: Q2 2026 in Review

Valley National Advisers opened a new position in Extra Space Storage (EXR) in Q2 2026: 3 shares worth $436. The stake represents ﹤0.01% of the portfolio and ranks #965 among its holdings. This is a return to the name: Valley National Advisers previously reported a position in EXR as recently as Q2 2024.

Valley National Advisers first reported a position in EXR in Q2 2023 and has held it in 6 quarters since. The position peaked at $14K in Q2 2024. 799 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Valley National Advisers held 3 shares of Extra Space Storage worth $436 as of Q2 2026.
  • Extra Space Storage was a new Valley National Advisers position in Q2 2026.
  • Extra Space Storage made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #965 holding.
  • Valley National Advisers first reported a position in Extra Space Storage in Q2 2023 and has held it in 6 quarters since.
  • Valley National Advisers's Extra Space Storage position peaked at $14K in Q2 2024.
  • 799 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.