Whalerock Point Partners’s Extra Space Storage EXR Stock Holding History

Whalerock Point Partners’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	$762K	Hold	5,244	–	–	0.13%	90
2026 Q1	$688K	Hold	5,244	–	–	0.13%	96
2025 Q4	$683K	Hold	5,244	–	–	0.13%	92
2025 Q3	$739K	Hold	5,244	–	–	0.15%	82
2025 Q2	$773K	Hold	5,244	–	–	0.17%	83
2025 Q1	$779K	Hold	5,244	–	–	0.18%	80
2024 Q4	$785K	Hold	5,244	–	–	0.18%	79
2024 Q3	$945K	Sell	5,244 -2,150	-29%	-$363K	0.22%	68
2024 Q2	$1.15M	Hold	7,394	–	–	0.31%	56
2024 Q1	$1.09M	Hold	7,394	–	–	0.3%	63
2023 Q4	$1.19M	Buy	7,394 +1,000	+16%	+$127K	0.37%	57
2023 Q3	$777K	Buy	6,394 +3,000	+88%	+$403K	0.27%	66
2023 Q2	$505K	Buy	3,394 +1,169	+53%	+$176K	0.17%	87
2023 Q1	$363K	Hold	2,225	–	–	0.13%	100
2022 Q4	$327K	Hold	2,225	–	–	0.13%	99
2022 Q3	$384K	Hold	2,225	–	–	0.17%	93
2022 Q2	$379K	Hold	2,225	–	–	0.16%	92
2022 Q1	$457K	Hold	2,225	–	–	0.16%	88
2021 Q4	$504K	Hold	2,225	–	–	0.17%	87
2021 Q3	$374K	Hold	2,225	–	–	0.14%	99
2021 Q2	$364K	Hold	2,225	–	–	0.14%	103
2021 Q1	$295K	Hold	2,225	–	–	0.13%	105
2020 Q4	$258K	Buy	2,225 +1,987	+835%	+$226K	0.12%	108
2020 Q3	$238K	Sell	238 -1,987	-89%	-$205K	0.13%	103
2020 Q2	$206K	Hold	2,225	–	–	0.12%	117
2020 Q1	$213K	Hold	2,225	–	–	0.15%	103
2019 Q4	$235K	Hold	2,225	–	–	0.12%	132
2019 Q3	$260K	Hold	2,225	–	–	0.14%	127
2019 Q2	$236K	Hold	2,225	–	–	0.13%	132
2019 Q1	$227K	Buy	+2,225	New	+$214K	0.15%	121

Other funds holding EXR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Whalerock Point Partners's EXR Position: Q2 2026 in Review

Whalerock Point Partners held its Extra Space Storage (EXR) position steady in Q2 2026 at 5,244 shares worth $762K. The position accounts for 0.13% of the portfolio, ranked #90.

Whalerock Point Partners first reported a position in EXR in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.19M in Q4 2023. 798 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

Whalerock Point Partners held 5,244 shares of Extra Space Storage worth $762K as of Q2 2026.
Whalerock Point Partners left its Extra Space Storage share count unchanged in Q2 2026.
Extra Space Storage made up 0.13% of Whalerock Point Partners's portfolio in Q2 2026, its #90 holding.
Whalerock Point Partners first reported a position in Extra Space Storage in Q1 2019 and has held it in 30 quarters since.
Whalerock Point Partners's Extra Space Storage position peaked at $1.19M in Q4 2023.
798 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Whalerock Point Partners's 13F filing for Q2 2026, filed 13 Aug 2026.