VA
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VestGen Advisors’s Extra Space Storage EXR Stock Holding History

VestGen Advisors’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 		$218K Sell
1,503
-128
-8% -$18.3K 0.01% 995
2026
Q1 		$236K Buy
+1,631
New +$230K 0.01% 945

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

VestGen Advisors's EXR Position: Q2 2026 in Review

VestGen Advisors reduced its Extra Space Storage (EXR) stake by 7.8% in Q2 2026, selling an estimated $18.3K and leaving 1,503 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #995.

VestGen Advisors first reported a position in EXR in Q1 2026 and has held it in 2 quarters since. The position peaked at $236K in Q1 2026. 798 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • VestGen Advisors held 1,503 shares of Extra Space Storage worth $218K as of Q2 2026.
  • VestGen Advisors sold 128 Extra Space Storage shares in Q2 2026, an estimated $18.3K.
  • Extra Space Storage made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #995 holding.
  • VestGen Advisors first reported a position in Extra Space Storage in Q1 2026 and has held it in 2 quarters since.
  • VestGen Advisors's Extra Space Storage position peaked at $236K in Q1 2026.
  • 798 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.