AWM
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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
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

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Aprio Wealth Management increased its Extra Space Storage (EXR) stake by 25% in Q2 2026, buying an estimated $56.6K and bringing the position to 1,988 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #521.

Aprio Wealth Management first reported a position in EXR in Q1 2026 and has held it in 2 quarters since. 275 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Aprio Wealth Management held 1,988 shares of Extra Space Storage worth $289K as of Q2 2026.
  • Aprio Wealth Management bought 396 Extra Space Storage shares in Q2 2026, an estimated $56.6K.
  • Extra Space Storage made up 0.01% of Aprio Wealth Management's portfolio in Q2 2026, its #521 holding.
  • Aprio Wealth Management first reported a position in Extra Space Storage in Q1 2026 and has held it in 2 quarters since.
  • 275 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.