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Waverly Advisors’s Extra Space Storage EXR Stock Holding History

Waverly 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 		– Sell
-2,067
Closed -$271K – 1779
2026
Q1 		$271K Buy
+2,067
New +$291K ﹤0.01% 1352
2025
Q4 		– Sell
-2,104
Closed -$297K – 1493
2025
Q3 		$297K Sell
2,104
-199
-9% -$28.6K ﹤0.01% 1047
2025
Q2 		$340K Buy
2,303
+899
+64% +$131K ﹤0.01% 924
2025
Q1 		$208K Buy
+1,404
New +$213K ﹤0.01% 1041
2024
Q4 		– Sell
-1,350
Closed -$243K – 995
2024
Q3 		$243K Hold
1,350
– – ﹤0.01% 731
2024
Q2 		$210K Buy
+1,350
New +$197K ﹤0.01% 757

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

Waverly Advisors's EXR Position: Q2 2026 in Review

Waverly Advisors sold out of Extra Space Storage (EXR) in Q2 2026, closing a stake of 2,067 shares — an estimated $271K sold.

Waverly Advisors first reported a position in EXR in Q2 2024 and held it in 6 quarters. The position peaked at $340K in Q2 2025. 798 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Waverly Advisors reported no remaining Extra Space Storage position as of Q2 2026 after selling out during the quarter.
  • Waverly Advisors sold 2,067 Extra Space Storage shares in Q2 2026, an estimated $271K.
  • Waverly Advisors first reported a position in Extra Space Storage in Q2 2024 and held it in 6 quarters.
  • Waverly Advisors's Extra Space Storage position peaked at $340K in Q2 2025.
  • 798 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.