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BOLTON SECURITIES CORPORATION’s Extra Space Storage EXR Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$144K Sell
1,094
-168
-13% -$24.1K 0.01% 1007
2026
Q2 		$183K Sell
1,262
-175
-12% -$25K 0.01% 925
2026
Q1 		$188K Buy
+1,437
New +$203K 0.01% 821
2025
Q3 		$545K Buy
+3,869
New +$556K 0.03% 488
2025
Q1 		$578K Buy
+3,891
New +$590K 0.03% 447

Other funds holding EXR

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's EXR Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its Extra Space Storage (EXR) stake by 13% in Q3 2026, selling an estimated $24.1K and leaving 1,094 shares worth $144K. The position accounts for 0.01% of the portfolio, ranked #1007.

BOLTON SECURITIES CORPORATION first reported a position in EXR in Q1 2025 and has held it in 5 quarters since. The position peaked at $578K in Q1 2025. 531 funds tracked by Wall St. Rank hold EXR as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 1,094 shares of Extra Space Storage worth $144K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 168 Extra Space Storage shares in Q3 2026, an estimated $24.1K.
  • Extra Space Storage made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1007 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Extra Space Storage in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Extra Space Storage position peaked at $578K in Q1 2025.
  • 531 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.