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Vestmark Advisory Solutions’s Extra Space Storage EXR Stock Holding History

Vestmark Advisory Solutions’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 		$11.6M Sell
88,396
-28,876
-25% -$4.07M 0.13% 172
2025
Q4 		$15.3M Sell
117,272
-39
-0% -$5.32K 0.21% 93
2025
Q3 		$16.5M Buy
117,311
+110,552
+1,636% +$15.9M 0.32% 63
2025
Q2 		$997K Buy
6,759
+2,045
+43% +$298K 0.01% 496
2025
Q1 		$700K Buy
4,714
+1,410
+43% +$214K 0.02% 462
2024
Q4 		$494K Sell
3,304
-63
-2% -$10.3K 0.02% 411
2024
Q3 		$607K Buy
3,367
+3
+0.1% +$506 0.02% 362
2024
Q2 		$523K Sell
3,364
-106
-3% -$15.5K 0.02% 397
2024
Q1 		$510K Sell
3,470
-177
-5% -$25.8K 0.02% 382
2023
Q4 		$585K Buy
3,647
+845
+30% +$107K 0.03% 328
2023
Q3 		$341K Buy
2,802
+1,382
+97% +$186K 0.02% 333
2023
Q2 		$211K Sell
1,420
-3,846
-73% -$579K 0.01% 821
2023
Q1 		$858K Buy
5,266
+526
+11% +$82.7K 0.04% 473
2022
Q4 		$698K Sell
4,740
-330
-7% -$52.7K 0.03% 504
2022
Q3 		$876K Buy
5,070
+1,120
+28% +$212K 0.05% 415
2022
Q2 		$672K Buy
3,950
+1,569
+66% +$291K 0.04% 473
2022
Q1 		$490K Buy
+2,381
New +$473K 0.03% 538

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

Vestmark Advisory Solutions's EXR Position: Q1 2026 in Review

Vestmark Advisory Solutions reduced its Extra Space Storage (EXR) stake by 25% in Q1 2026, selling an estimated $4.07M and leaving 88,396 shares worth $11.6M. The position accounts for 0.13% of the portfolio, ranked #172.

Vestmark Advisory Solutions first reported a position in EXR in Q1 2022 and has held it in 17 quarters since. The position peaked at $16.5M in Q3 2025. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Vestmark Advisory Solutions held 88,396 shares of Extra Space Storage worth $11.6M as of Q1 2026.
  • Vestmark Advisory Solutions sold 28,876 Extra Space Storage shares in Q1 2026, an estimated $4.07M.
  • Extra Space Storage made up 0.13% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #172 holding.
  • Vestmark Advisory Solutions first reported a position in Extra Space Storage in Q1 2022 and has held it in 17 quarters since.
  • Vestmark Advisory Solutions's Extra Space Storage position peaked at $16.5M in Q3 2025.
  • 763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.