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Vaughan Nelson Investment Management’s Extra Space Storage EXR Stock Holding History

Vaughan Nelson Investment 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 		$90.8K Hold
625
– – ﹤0.01% 200
2026
Q1 		$82K Hold
625
– – ﹤0.01% 199
2025
Q4 		$81.4K Hold
625
– – ﹤0.01% 198
2025
Q3 		$88.1K Sell
625
-131,012
-100% -$18.8M ﹤0.01% 191
2025
Q2 		$19.4M Sell
131,637
-66,878
-34% -$9.73M 0.18% 123
2025
Q1 		$29.5M Buy
198,515
+70,965
+56% +$10.8M 0.29% 103
2024
Q4 		$19.1M Sell
127,550
-171,055
-57% -$28.1M 0.18% 131
2024
Q3 		$53.8M Buy
298,605
+26,316
+10% +$4.44M 0.48% 73
2024
Q2 		$42.3M Sell
272,289
-3,199
-1% -$466K 0.39% 86
2024
Q1 		$40.5M Sell
275,488
-231,045
-46% -$33.7M 0.36% 94
2023
Q4 		$81.2M Buy
506,533
+505,908
+80,945% +$64.3M 0.81% 35
2023
Q3 		$76K Hold
625
– – ﹤0.01% 220
2023
Q2 		$93K Hold
625
– – ﹤0.01% 216
2023
Q1 		$102K Hold
625
– – ﹤0.01% 199
2022
Q4 		$92K Buy
+625
New +$99.9K ﹤0.01% 206

Other funds holding EXR

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Vaughan Nelson Investment Management's EXR Position: Q2 2026 in Review

Vaughan Nelson Investment Management held its Extra Space Storage (EXR) position steady in Q2 2026 at 625 shares worth $90.8K. The position accounts for ﹤0.01% of the portfolio, ranked #200.

Vaughan Nelson Investment Management first reported a position in EXR in Q4 2022 and has held it in 15 quarters since. The position peaked at $81.2M in Q4 2023. 321 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Vaughan Nelson Investment Management held 625 shares of Extra Space Storage worth $90.8K as of Q2 2026.
  • Vaughan Nelson Investment Management left its Extra Space Storage share count unchanged in Q2 2026.
  • Extra Space Storage made up ﹤0.01% of Vaughan Nelson Investment Management's portfolio in Q2 2026, its #200 holding.
  • Vaughan Nelson Investment Management first reported a position in Extra Space Storage in Q4 2022 and has held it in 15 quarters since.
  • Vaughan Nelson Investment Management's Extra Space Storage position peaked at $81.2M in Q4 2023.
  • 321 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Vaughan Nelson Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.