Vontobel Holding
EXR icon

Vontobel Holding’s Extra Space Storage EXR Stock Holding History

Vontobel Holding’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 		$317K Hold
2,184
– – ﹤0.01% 1216
2026
Q1 		$286K Hold
2,184
– – ﹤0.01% 1012
2025
Q4 		$284K Hold
2,184
– – ﹤0.01% 1186
2025
Q3 		$308K Buy
+2,184
New +$314K ﹤0.01% 1095
2022
Q3 		– Sell
-1,781
Closed -$303K – 1057
2022
Q2 		$303K Sell
1,781
-149
-8% -$27.6K ﹤0.01% 840
2022
Q1 		$397K Sell
1,930
-237
-11% -$47.1K ﹤0.01% 852
2021
Q4 		$491K Buy
+2,167
New +$429K ﹤0.01% 812

Other funds holding EXR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Vontobel Holding's EXR Position: Q2 2026 in Review

Vontobel Holding held its Extra Space Storage (EXR) position steady in Q2 2026 at 2,184 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #1216.

Vontobel Holding first reported a position in EXR in Q4 2021 and has held it in 7 quarters since. The position peaked at $491K in Q4 2021. 392 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Vontobel Holding held 2,184 shares of Extra Space Storage worth $317K as of Q2 2026.
  • Vontobel Holding left its Extra Space Storage share count unchanged in Q2 2026.
  • Extra Space Storage made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #1216 holding.
  • Vontobel Holding first reported a position in Extra Space Storage in Q4 2021 and has held it in 7 quarters since.
  • Vontobel Holding's Extra Space Storage position peaked at $491K in Q4 2021.
  • 392 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.