AWA
EXR icon

Arete Wealth Advisors’s Extra Space Storage EXR Stock Holding History

Arete Wealth Advisors’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 		– Sell
-1,575
Closed -$205K – 445
2025
Q4 		$205K Sell
1,575
-344
-18% -$46.9K 0.01% 720
2025
Q3 		$270K Buy
1,919
+2
+0.1% +$287 0.02% 632
2025
Q2 		$283K Sell
1,917
-33
-2% -$4.8K 0.02% 581
2025
Q1 		$290K Buy
+1,950
New +$296K 0.02% 547

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

Arete Wealth Advisors's EXR Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Extra Space Storage (EXR) in Q1 2026, closing a stake of 1,575 shares — an estimated $205K sold.

Arete Wealth Advisors first reported a position in EXR in Q1 2025 and held it in 4 quarters. The position peaked at $290K in Q1 2025. 764 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Extra Space Storage position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 1,575 Extra Space Storage shares in Q1 2026, an estimated $205K.
  • Arete Wealth Advisors first reported a position in Extra Space Storage in Q1 2025 and held it in 4 quarters.
  • Arete Wealth Advisors's Extra Space Storage position peaked at $290K in Q1 2025.
  • 764 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.