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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$13.2K Sell
91
-21
-19% -$3K ﹤0.01% 527
2026
Q1
$14.7K Buy
112
+10
+10% +$1.41K ﹤0.01% 599
2025
Q4
$13.3K Buy
102
+59
+137% +$8.04K ﹤0.01% 598
2025
Q3
$6.06K Buy
43
+36
+514% +$5.17K ﹤0.01% 604
2025
Q2
$1.03K Sell
7
-9
-56% -$1.31K ﹤0.01% 768
2025
Q1
$2.38K Buy
+16
New +$2.43K ﹤0.01% 627
2022
Q4
Sell
-5
Closed -$1K 460
2022
Q3
$1K Buy
+5
New +$946 ﹤0.01% 411

Other funds holding EXR

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

Activest Wealth Management reduced its Extra Space Storage (EXR) stake by 19% in Q2 2026, selling an estimated $3K and leaving 91 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Activest Wealth Management first reported a position in EXR in Q3 2022 and has held it in 7 quarters since. The position peaked at $14.7K in Q1 2026. 246 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Activest Wealth Management held 91 shares of Extra Space Storage worth $13.2K as of Q2 2026.
  • Activest Wealth Management sold 21 Extra Space Storage shares in Q2 2026, an estimated $3K.
  • Extra Space Storage made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #527 holding.
  • Activest Wealth Management first reported a position in Extra Space Storage in Q3 2022 and has held it in 7 quarters since.
  • Activest Wealth Management's Extra Space Storage position peaked at $14.7K in Q1 2026.
  • 246 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.