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
Q2 		$2.04M Sell
14,056
-2,239
-14% -$320K 0.03% 527
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 $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 $3.37T AUM 44.26% 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

Arkadios Wealth Advisors's EXR Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Extra Space Storage (EXR) stake by 14% in Q2 2026, selling an estimated $320K and leaving 14,056 shares worth $2.04M. The position accounts for 0.03% of the portfolio, ranked #527.

Arkadios Wealth Advisors first reported a position in EXR in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.14M in Q1 2026. 798 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Arkadios Wealth Advisors held 14,056 shares of Extra Space Storage worth $2.04M as of Q2 2026.
  • Arkadios Wealth Advisors sold 2,239 Extra Space Storage shares in Q2 2026, an estimated $320K.
  • Extra Space Storage made up 0.03% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #527 holding.
  • Arkadios Wealth Advisors first reported a position in Extra Space Storage in Q4 2019 and has held it in 27 quarters since.
  • Arkadios Wealth Advisors's Extra Space Storage position peaked at $2.14M in Q1 2026.
  • 798 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.