Aprio Wealth Management
EXR icon

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

Aprio 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 		$356K Buy
2,707
+719
+36% +$103K 0.02% 480
2026
Q2 		$289K Buy
1,988
+396
+25% +$56.6K 0.01% 521
2026
Q1 		$209K Buy
+1,592
New +$224K 0.01% 593

Other funds holding EXR

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

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

Aprio Wealth Management increased its Extra Space Storage (EXR) stake by 36% in Q3 2026, buying an estimated $103K and bringing the position to 2,707 shares worth $356K. The position accounts for 0.02% of the portfolio, ranked #480.

Aprio Wealth Management first reported a position in EXR in Q1 2026 and has held it in 3 quarters since. 340 funds tracked by Wall St. Rank hold EXR as of Q3 2026.

  • Aprio Wealth Management held 2,707 shares of Extra Space Storage worth $356K as of Q3 2026.
  • Aprio Wealth Management bought 719 Extra Space Storage shares in Q3 2026, an estimated $103K.
  • Extra Space Storage made up 0.02% of Aprio Wealth Management's portfolio in Q3 2026, its #480 holding.
  • Aprio Wealth Management first reported a position in Extra Space Storage in Q1 2026 and has held it in 3 quarters since.
  • 340 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.