Abound Wealth Management’s Extra Space Storage EXR Stock Holding History

Abound Wealth Management’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	–	Sell	-20	Closed	-$2.63K	–	1437
2026 Q1	$2.63K	Hold	20	–	–	﹤0.01%	864
2025 Q4	$2.61K	Hold	20	–	–	﹤0.01%	803
2025 Q3	$2.82K	Hold	20	–	–	﹤0.01%	754
2025 Q2	$2.95K	Hold	20	–	–	﹤0.01%	680
2025 Q1	$2.97K	Sell	20 -7	-26%	-$1.06K	﹤0.01%	638
2024 Q4	$4.04K	Sell	27 -5	-16%	-$820	﹤0.01%	571
2024 Q3	$5.77K	Hold	32	–	–	﹤0.01%	521
2024 Q2	$4.98K	Hold	32	–	–	﹤0.01%	502
2024 Q1	$4.71K	Buy	32 +3	+10%	+$437	﹤0.01%	540
2023 Q4	$4.65K	Buy	29 +7	+32%	+$890	﹤0.01%	526
2023 Q3	$2.68K	Buy	22 +1	+5%	+$134	﹤0.01%	577
2023 Q2	$3.13K	Buy	21 +2	+11%	+$301	﹤0.01%	585
2023 Q1	$3.1K	Hold	19	–	–	﹤0.01%	517
2022 Q4	$2.8K	Buy	19 +10	+111%	+$1.6K	﹤0.01%	478
2022 Q3	$1.56K	Buy	+9	New	+$1.7K	﹤0.01%	529

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

Abound Wealth Management's EXR Position: Q2 2026 in Review

Abound Wealth Management sold out of Extra Space Storage (EXR) in Q2 2026, closing a stake of 20 shares — an estimated $2.63K sold.

Abound Wealth Management first reported a position in EXR in Q3 2022 and held it in 15 quarters. The position peaked at $5.77K in Q3 2024. 791 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

Abound Wealth Management reported no remaining Extra Space Storage position as of Q2 2026 after selling out during the quarter.
Abound Wealth Management sold 20 Extra Space Storage shares in Q2 2026, an estimated $2.63K.
Abound Wealth Management first reported a position in Extra Space Storage in Q3 2022 and held it in 15 quarters.
Abound Wealth Management's Extra Space Storage position peaked at $5.77K in Q3 2024.
791 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.