AWA
EXR icon

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

Arkadios 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 		$2.14M Buy
16,295
+1,022
+7% +$144K 0.03% 485
2025
Q4 		$1.99M Buy
15,273
+227
+2% +$31K 0.04% 450
2025
Q3 		$2.12M Buy
15,046
+1,653
+12% +$237K 0.05% 380
2025
Q2 		$1.97M Buy
13,393
+855
+7% +$124K 0.06% 351
2025
Q1 		$1.86M Buy
12,538
+6,356
+103% +$964K 0.07% 302
2024
Q4 		$925K Buy
6,182
+534
+9% +$87.6K 0.05% 350
2024
Q3 		$1.02M Sell
5,648
-726
-11% -$123K 0.06% 318
2024
Q2 		$991K Buy
6,374
+212
+3% +$30.9K 0.07% 284
2024
Q1 		$906K Sell
6,162
-460
-7% -$67.1K 0.07% 259
2023
Q4 		$1.06M Buy
6,622
+1,931
+41% +$246K 0.09% 212
2023
Q3 		$570K Buy
4,691
+3,073
+190% +$413K 0.05% 304
2023
Q2 		$241K Sell
1,618
-471
-23% -$70.9K 0.03% 507
2023
Q1 		$340K Sell
2,089
-30
-1% -$4.71K 0.04% 396
2022
Q4 		$312K Buy
2,119
+175
+9% +$28K 0.04% 391
2022
Q3 		$336K Buy
1,944
+29
+2% +$5.48K 0.05% 345
2022
Q2 		$326K Buy
1,915
+30
+2% +$5.56K 0.05% 379
2022
Q1 		$388K Sell
1,885
-253
-12% -$50.3K 0.05% 365
2021
Q4 		$485K Sell
2,138
-499
-19% -$98.9K 0.06% 333
2021
Q3 		$443K Sell
2,637
-518
-16% -$91.6K 0.06% 320
2021
Q2 		$516K Buy
3,155
+392
+14% +$58.7K 0.06% 327
2021
Q1 		$366K Buy
2,763
+208
+8% +$25.2K 0.06% 306
2020
Q4 		$296K Sell
2,555
-1,998
-44% -$228K 0.06% 262
2020
Q3 		$522K Buy
4,553
+35
+0.8% +$3.62K 0.26% 87
2020
Q2 		$440K Buy
4,518
+3,146
+229% +$292K 0.24% 95
2020
Q1 		$131K Buy
1,372
+6
+0.4% +$625 0.08% 196
2019
Q4 		$154K Buy
+1,366
New +$149K 0.09% 182

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

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

Arkadios Wealth Advisors increased its Extra Space Storage (EXR) stake by 6.7% in Q1 2026, buying an estimated $144K and bringing the position to 16,295 shares worth $2.14M. The position accounts for 0.03% of the portfolio, ranked #485.

Arkadios Wealth Advisors first reported a position in EXR in Q4 2019 and has held it in 26 quarters since. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Arkadios Wealth Advisors held 16,295 shares of Extra Space Storage worth $2.14M as of Q1 2026.
  • Arkadios Wealth Advisors bought 1,022 Extra Space Storage shares in Q1 2026, an estimated $144K.
  • Extra Space Storage made up 0.03% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #485 holding.
  • Arkadios Wealth Advisors first reported a position in Extra Space Storage in Q4 2019 and has held it in 26 quarters since.
  • 763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

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