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

Angeles 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 		$400K Sell
2,753
-41
-1% -$5.86K 0.02% 323
2026
Q1 		$366K Buy
2,794
+87
+3% +$12.3K 0.02% 288
2025
Q4 		$353K Buy
+2,707
New +$369K 0.02% 269

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

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

Angeles Wealth Management reduced its Extra Space Storage (EXR) stake by 1.5% in Q2 2026, selling an estimated $5.86K and leaving 2,753 shares worth $400K. The position accounts for 0.02% of the portfolio, ranked #323.

Angeles Wealth Management first reported a position in EXR in Q4 2025 and has held it in 3 quarters since. 798 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Angeles Wealth Management held 2,753 shares of Extra Space Storage worth $400K as of Q2 2026.
  • Angeles Wealth Management sold 41 Extra Space Storage shares in Q2 2026, an estimated $5.86K.
  • Extra Space Storage made up 0.02% of Angeles Wealth Management's portfolio in Q2 2026, its #323 holding.
  • Angeles Wealth Management first reported a position in Extra Space Storage in Q4 2025 and has held it in 3 quarters since.
  • 798 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.