VHAM
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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
Q2 		$527K Buy
3,630
+100
+3% +$14.3K 0.04% 246
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 $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

Van Hulzen Asset Management's EXR Position: Q2 2026 in Review

Van Hulzen Asset Management increased its Extra Space Storage (EXR) stake by 2.8% in Q2 2026, buying an estimated $14.3K and bringing the position to 3,630 shares worth $527K. The position accounts for 0.04% of the portfolio, ranked #246.

Van Hulzen Asset Management first reported a position in EXR in Q4 2024 and has held it in 3 quarters since. 798 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Van Hulzen Asset Management held 3,630 shares of Extra Space Storage worth $527K as of Q2 2026.
  • Van Hulzen Asset Management bought 100 Extra Space Storage shares in Q2 2026, an estimated $14.3K.
  • Extra Space Storage made up 0.04% of Van Hulzen Asset Management's portfolio in Q2 2026, its #246 holding.
  • Van Hulzen Asset Management first reported a position in Extra Space Storage in Q4 2024 and has held it in 3 quarters since.
  • 798 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.