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 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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Visionary Horizons's EXR Position: Q2 2026 in Review

Visionary Horizons reduced its Extra Space Storage (EXR) stake by 4.5% in Q2 2026, selling an estimated $20.4K and leaving 3,008 shares worth $437K. The position accounts for 0.18% of the portfolio, ranked #91.

Visionary Horizons first reported a position in EXR in Q4 2023 and has held it in 11 quarters since. The position peaked at $738K in Q3 2024. 275 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

Visionary Horizons held 3,008 shares of Extra Space Storage worth $437K as of Q2 2026.
Visionary Horizons sold 143 Extra Space Storage shares in Q2 2026, an estimated $20.4K.
Extra Space Storage made up 0.18% of Visionary Horizons's portfolio in Q2 2026, its #91 holding.
Visionary Horizons first reported a position in Extra Space Storage in Q4 2023 and has held it in 11 quarters since.
Visionary Horizons's Extra Space Storage position peaked at $738K in Q3 2024.
275 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Visionary Horizons's 13F filing for Q2 2026, filed 16 Jul 2026.