AWM
EXR icon

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
Q2 		$579K Sell
3,985
-1
-0% -$143 0.01% 950
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 $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 $3.38T AUM 44.17% 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

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

Apollon Wealth Management reduced its Extra Space Storage (EXR) stake by 0.03% in Q2 2026, selling an estimated $143 and leaving 3,985 shares worth $579K. The position accounts for 0.01% of the portfolio, ranked #950.

Apollon Wealth Management first reported a position in EXR in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.54M in Q4 2023. 802 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Apollon Wealth Management held 3,985 shares of Extra Space Storage worth $579K as of Q2 2026.
  • Apollon Wealth Management sold 1 Extra Space Storage share in Q2 2026, an estimated $143.
  • Extra Space Storage made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #950 holding.
  • Apollon Wealth Management first reported a position in Extra Space Storage in Q4 2021 and has held it in 19 quarters since.
  • Apollon Wealth Management's Extra Space Storage position peaked at $1.54M in Q4 2023.
  • 802 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.