Zimmer Partners’s Extra Space Storage EXR Stock Holding History

Zimmer 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	$5.23M	Buy	+36,000	New	+$5.15M	0.12%	95
2025 Q2	–	Sell	-37,200	Closed	-$5.52M	–	183
2025 Q1	$5.52M	Buy	+37,200	New	+$5.64M	0.1%	112
2024 Q4	–	Sell	-60,000	Closed	-$10.8M	–	160
2024 Q3	$10.8M	Buy	+60,000	New	+$10.1M	0.2%	79
2023 Q2	–	Sell	-262,500	Closed	-$42.8M	–	126
2023 Q1	$42.8M	Buy	+262,500	New	+$41.3M	0.88%	40
2022 Q4	–	Sell	-75,000	Closed	-$13M	–	91
2022 Q3	$13M	Sell	75,000 -912,500	-92%	-$173M	0.28%	53
2022 Q2	$168M	Buy	987,500 +937,500	+1,875%	+$174M	3.5%	7
2022 Q1	$10.3M	Buy	+50,000	New	+$9.94M	0.15%	82
2021 Q2	–	Sell	-220,000	Closed	-$29.2M	–	191
2021 Q1	$29.2M	Sell	220,000 -530,000	-71%	-$64.2M	0.4%	66
2020 Q4	$86.9M	Sell	750,000 -75,000	-9%	-$8.54M	1.28%	25
2020 Q3	$88.3M	Buy	825,000 +550,000	+200%	+$56.8M	1.37%	29
2020 Q2	$25.4M	Buy	+275,000	New	+$25.6M	0.34%	58
2019 Q4	–	Sell	-100,000	Closed	-$11.7M	–	96
2019 Q3	$11.7M	Buy	+100,000	New	+$11.6M	0.13%	69
2018 Q4	–	Sell	-120,000	Closed	-$10.4M	–	88
2018 Q3	$10.4M	Buy	120,000 +70,000	+140%	+$6.5M	0.14%	70
2018 Q2	$4.99M	Buy	+50,000	New	+$4.65M	0.07%	81

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

Zimmer Partners's EXR Position: Q2 2026 in Review

Zimmer Partners opened a new position in Extra Space Storage (EXR) in Q2 2026: 36,000 shares worth $5.23M. The stake represents 0.12% of the portfolio and ranks #95 among its holdings. This is a return to the name: Zimmer Partners previously reported a position in EXR as recently as Q1 2025.

Zimmer Partners first reported a position in EXR in Q2 2018 and has held it in 14 quarters since. The position peaked at $168M in Q2 2022. 797 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

Zimmer Partners held 36,000 shares of Extra Space Storage worth $5.23M as of Q2 2026.
Extra Space Storage was a new Zimmer Partners position in Q2 2026.
Extra Space Storage made up 0.12% of Zimmer Partners's portfolio in Q2 2026, its #95 holding.
Zimmer Partners first reported a position in Extra Space Storage in Q2 2018 and has held it in 14 quarters since.
Zimmer Partners's Extra Space Storage position peaked at $168M in Q2 2022.
797 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Zimmer Partners's 13F filing for Q2 2026, filed 14 Aug 2026.