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

Activest 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 Q3	$23.9K	Buy	182 +91	+100%	+$13.1K	﹤0.01%	401
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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Activest Wealth Management's EXR Position: Q3 2026 in Review

Activest Wealth Management increased its Extra Space Storage (EXR) stake by 100% in Q3 2026, buying an estimated $13.1K and bringing the position to 182 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Activest Wealth Management first reported a position in EXR in Q3 2022 and has held it in 8 quarters since. 652 funds tracked by Wall St. Rank hold EXR as of Q3 2026.

Activest Wealth Management held 182 shares of Extra Space Storage worth $23.9K as of Q3 2026.
Activest Wealth Management bought 91 Extra Space Storage shares in Q3 2026, an estimated $13.1K.
Extra Space Storage made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #401 holding.
Activest Wealth Management first reported a position in Extra Space Storage in Q3 2022 and has held it in 8 quarters since.
652 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.