Visionary Horizons’s Extra Space Storage EXR Stock Holding History

Visionary Horizons’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 Q3	$396K	Buy	3,009 +1	+0%	+$144	0.16%	99
2026 Q2	$437K	Sell	3,008 -143	-5%	-$20.4K	0.18%	91
2026 Q1	$413K	Buy	3,151 +1	+0%	+$141	0.2%	87
2025 Q4	$410K	Sell	3,150 -60	-2%	-$8.18K	0.21%	84
2025 Q3	$452K	Sell	3,210 -290	-8%	-$41.6K	0.25%	75
2025 Q2	$516K	Hold	3,500	–	–	0.33%	62
2025 Q1	$520K	Sell	3,500 -445	-11%	-$67.5K	0.37%	63
2024 Q4	$590K	Sell	3,945 -150	-4%	-$24.6K	0.39%	47
2024 Q3	$738K	Hold	4,095	–	–	0.49%	30
2024 Q2	$636K	Hold	4,095	–	–	0.47%	33
2024 Q1	$576K	Sell	4,095 -90	-2%	-$13.1K	0.45%	38
2023 Q4	$671K	Buy	+4,185	New	+$532K	0.54%	26

Other funds holding EXR

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Visionary Horizons's EXR Position: Q3 2026 in Review

Visionary Horizons increased its Extra Space Storage (EXR) stake by 0.03% in Q3 2026, buying an estimated $144 and bringing the position to 3,009 shares worth $396K. The position accounts for 0.16% of the portfolio, ranked #99.

Visionary Horizons first reported a position in EXR in Q4 2023 and has held it in 12 quarters since. The position peaked at $738K in Q3 2024. 652 funds tracked by Wall St. Rank hold EXR as of Q3 2026.

Visionary Horizons held 3,009 shares of Extra Space Storage worth $396K as of Q3 2026.
Visionary Horizons bought 1 Extra Space Storage share in Q3 2026, an estimated $144.
Extra Space Storage made up 0.16% of Visionary Horizons's portfolio in Q3 2026, its #99 holding.
Visionary Horizons first reported a position in Extra Space Storage in Q4 2023 and has held it in 12 quarters since.
Visionary Horizons's Extra Space Storage position peaked at $738K in Q3 2024.
652 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2026.

Based on Visionary Horizons's 13F filing for Q3 2026, filed 22 Oct 2026.