VHAM
EXR icon

Van Hulzen Asset Management’s Extra Space Storage EXR Stock Holding History

Van Hulzen Asset 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
Q1 		$463K Buy
+3,530
New +$498K 0.03% 239
2025
Q1 		– Sell
-1
Closed -$150 – 550
2024
Q4 		$150 Buy
+1
New +$164 ﹤0.01% 1140

Other funds holding EXR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Van Hulzen Asset Management's EXR Position: Q1 2026 in Review

Van Hulzen Asset Management opened a new position in Extra Space Storage (EXR) in Q1 2026: 3,530 shares worth $463K. The stake represents 0.03% of the portfolio and ranks #239 among its holdings. This is a return to the name: Van Hulzen Asset Management previously reported a position in EXR as recently as Q4 2024.

Van Hulzen Asset Management first reported a position in EXR in Q4 2024 and has held it in 2 quarters since. 764 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Van Hulzen Asset Management held 3,530 shares of Extra Space Storage worth $463K as of Q1 2026.
  • Extra Space Storage was a new Van Hulzen Asset Management position in Q1 2026.
  • Extra Space Storage made up 0.03% of Van Hulzen Asset Management's portfolio in Q1 2026, its #239 holding.
  • Van Hulzen Asset Management first reported a position in Extra Space Storage in Q4 2024 and has held it in 2 quarters since.
  • 764 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.