AWM
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Apollon Wealth Management’s Extra Space Storage EXR Stock Holding History

Apollon 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
Q1 		$523K Buy
3,986
+75
+2% +$10.6K 0.01% 836
2025
Q4 		$509K Sell
3,911
-19
-0.5% -$2.59K 0.01% 828
2025
Q3 		$554K Sell
3,930
-348
-8% -$50K 0.01% 791
2025
Q2 		$631K Sell
4,278
-354
-8% -$51.5K 0.01% 710
2025
Q1 		$688K Sell
4,632
-115
-2% -$17.4K 0.02% 622
2024
Q4 		$710K Buy
4,747
+538
+13% +$88.2K 0.02% 623
2024
Q3 		$758K Sell
4,209
-344
-8% -$58.1K 0.02% 570
2024
Q2 		$708K Buy
4,553
+129
+3% +$18.8K 0.02% 568
2024
Q1 		$650K Sell
4,424
-5,150
-54% -$751K 0.02% 602
2023
Q4 		$1.54M Buy
9,574
+1,903
+25% +$242K 0.05% 328
2023
Q3 		$933K Buy
7,671
+1,967
+34% +$264K 0.05% 376
2023
Q2 		$849K Buy
5,704
+834
+17% +$125K 0.04% 439
2023
Q1 		$793K Buy
4,870
+47
+1% +$7.39K 0.05% 390
2022
Q4 		$710K Buy
4,823
+545
+13% +$87.1K 0.05% 399
2022
Q3 		$739K Buy
4,278
+280
+7% +$53K 0.06% 343
2022
Q2 		$680K Buy
3,998
+2,787
+230% +$516K 0.06% 360
2022
Q1 		$249K Buy
1,211
+11
+0.9% +$2.19K 0.02% 632
2021
Q4 		$272K Buy
+1,200
New +$238K 0.02% 604

Other funds holding EXR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Apollon Wealth Management's EXR Position: Q1 2026 in Review

Apollon Wealth Management increased its Extra Space Storage (EXR) stake by 1.9% in Q1 2026, buying an estimated $10.6K and bringing the position to 3,986 shares worth $523K. The position accounts for 0.01% of the portfolio, ranked #836.

Apollon Wealth Management first reported a position in EXR in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.54M in Q4 2023. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Apollon Wealth Management held 3,986 shares of Extra Space Storage worth $523K as of Q1 2026.
  • Apollon Wealth Management bought 75 Extra Space Storage shares in Q1 2026, an estimated $10.6K.
  • Extra Space Storage made up 0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #836 holding.
  • Apollon Wealth Management first reported a position in Extra Space Storage in Q4 2021 and has held it in 18 quarters since.
  • Apollon Wealth Management's Extra Space Storage position peaked at $1.54M in Q4 2023.
  • 763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.