AWM
EXR icon

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

Adams 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 		$227K Sell
1,559
-55
-3% -$7.86K 0.04% 141
2026
Q1 		$212K Sell
1,614
-36
-2% -$5.08K 0.05% 139
2025
Q4 		$215K Sell
1,650
-195
-11% -$26.6K 0.05% 165
2025
Q3 		$260K Sell
1,845
-79
-4% -$11.3K 0.06% 151
2025
Q2 		$284K Sell
1,924
-3,832
-67% -$558K 0.05% 137
2025
Q1 		$855K Buy
5,756
+175
+3% +$26.5K 0.17% 76
2024
Q4 		$834K Buy
5,581
+936
+20% +$153K 0.16% 71
2024
Q3 		$837K Sell
4,645
-492
-10% -$83K 0.18% 67
2024
Q2 		$798K Sell
5,137
-1,245
-20% -$181K 0.18% 61
2024
Q1 		$938K Sell
6,382
-122
-2% -$17.8K 0.23% 63
2023
Q4 		$1.04M Sell
6,504
-575
-8% -$73.1K 0.31% 54
2023
Q3 		$861K Buy
7,079
+625
+10% +$83.9K 0.29% 58
2023
Q2 		$961K Buy
6,454
+236
+4% +$35.5K 0.3% 59
2023
Q1 		$1.01M Buy
6,218
+706
+13% +$111K 0.33% 57
2022
Q4 		$811K Buy
5,512
+634
+13% +$101K 0.29% 49
2022
Q3 		$842K Sell
4,878
-196
-4% -$37.1K 0.32% 32
2022
Q2 		$863K Sell
5,074
-71
-1% -$13.2K 0.33% 25
2022
Q1 		$1.06M Sell
5,145
-245
-5% -$48.7K 0.35% 21
2021
Q4 		$1.22M Sell
5,390
-623
-10% -$123K 0.36% 20
2021
Q3 		$1.01M Sell
6,013
-1,032
-15% -$182K 0.38% 21
2021
Q2 		$1.15M Sell
7,045
-505
-7% -$75.7K 0.49% 19
2021
Q1 		$1M Sell
7,550
-184
-2% -$22.3K 0.46% 23
2020
Q4 		$896K Sell
7,734
-536
-6% -$61K 0.56% 24
2020
Q3 		$885K Sell
8,270
-518
-6% -$53.5K 0.69% 19
2020
Q2 		$812K Sell
8,788
-1,672
-16% -$155K 0.83% 19
2020
Q1 		$1M Sell
10,460
-1,705
-14% -$178K 1.26% 14
2019
Q4 		$1.28M Buy
+12,165
New +$1.33M 1.08% 25

Other funds holding EXR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Adams Wealth Management reduced its Extra Space Storage (EXR) stake by 3.4% in Q2 2026, selling an estimated $7.86K and leaving 1,559 shares worth $227K. The position accounts for 0.04% of the portfolio, ranked #141.

Adams Wealth Management first reported a position in EXR in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.28M in Q4 2019. 796 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Adams Wealth Management held 1,559 shares of Extra Space Storage worth $227K as of Q2 2026.
  • Adams Wealth Management sold 55 Extra Space Storage shares in Q2 2026, an estimated $7.86K.
  • Extra Space Storage made up 0.04% of Adams Wealth Management's portfolio in Q2 2026, its #141 holding.
  • Adams Wealth Management first reported a position in Extra Space Storage in Q4 2019 and has held it in 27 quarters since.
  • Adams Wealth Management's Extra Space Storage position peaked at $1.28M in Q4 2019.
  • 796 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

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