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James T. Borello RIA’s Extra Space Storage EXR Stock Holding History

James T. Borello RIA’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
Q3 		$14.1K Hold
107
– – ﹤0.01% 511
2026
Q2 		$15.5K Buy
107
+14
+15% +$2K ﹤0.01% 482
2026
Q1 		$12.2K Buy
93
+24
+35% +$3.38K ﹤0.01% 501
2025
Q4 		$8.98K Buy
69
+42
+156% +$5.73K ﹤0.01% 446
2025
Q3 		$3.8K Buy
+27
New +$3.88K ﹤0.01% 542

Other funds holding EXR

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
EFS
Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Moody Lynn & Lieberson
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

James T. Borello RIA's EXR Position: Q3 2026 in Review

James T. Borello RIA held its Extra Space Storage (EXR) position steady in Q3 2026 at 107 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

James T. Borello RIA first reported a position in EXR in Q3 2025 and has held it in 5 quarters since. The position peaked at $15.5K in Q2 2026. 104 funds tracked by Wall St. Rank hold EXR as of Q3 2026.

  • James T. Borello RIA held 107 shares of Extra Space Storage worth $14.1K as of Q3 2026.
  • James T. Borello RIA left its Extra Space Storage share count unchanged in Q3 2026.
  • Extra Space Storage made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #511 holding.
  • James T. Borello RIA first reported a position in Extra Space Storage in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Extra Space Storage position peaked at $15.5K in Q2 2026.
  • 104 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.