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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
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 $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

Waverly Advisors's EXR Position: Q1 2026 in Review

Waverly Advisors opened a new position in Extra Space Storage (EXR) in Q1 2026: 2,067 shares worth $271K. The stake represents ﹤0.01% of the portfolio and ranks #1352 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in EXR as recently as Q3 2025.

Waverly Advisors first reported a position in EXR in Q2 2024 and has held it in 6 quarters since. The position peaked at $340K in Q2 2025. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Waverly Advisors held 2,067 shares of Extra Space Storage worth $271K as of Q1 2026.
  • Extra Space Storage was a new Waverly Advisors position in Q1 2026.
  • Extra Space Storage made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1352 holding.
  • Waverly Advisors first reported a position in Extra Space Storage in Q2 2024 and has held it in 6 quarters since.
  • Waverly Advisors's Extra Space Storage position peaked at $340K in Q2 2025.
  • 763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.