Atlantic Edge Private Wealth Management’s Extra Space Storage EXR Stock Holding History

Atlantic Edge Private 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	$3.63K	Hold	25	–	–	﹤0.01%	517
2026 Q1	$3.28K	Hold	25	–	–	﹤0.01%	500
2025 Q4	$3.26K	Hold	25	–	–	﹤0.01%	487
2025 Q3	$3.52K	Hold	25	–	–	﹤0.01%	469
2025 Q2	$3.69K	Hold	25	–	–	﹤0.01%	441
2025 Q1	$3.71K	Hold	25	–	–	﹤0.01%	429
2024 Q4	$3.74K	Hold	25	–	–	﹤0.01%	414
2024 Q3	$4.5K	Hold	25	–	–	﹤0.01%	409
2024 Q2	$3.89K	Hold	25	–	–	﹤0.01%	395
2024 Q1	$3.67K	Hold	25	–	–	﹤0.01%	408
2023 Q4	$4.01K	Buy	+25	New	+$3.18K	﹤0.01%	384

Other funds holding EXR

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Atlantic Edge Private Wealth Management's EXR Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Extra Space Storage (EXR) position steady in Q2 2026 at 25 shares worth $3.63K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Atlantic Edge Private Wealth Management first reported a position in EXR in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.5K in Q3 2024. 275 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

Atlantic Edge Private Wealth Management held 25 shares of Extra Space Storage worth $3.63K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Extra Space Storage share count unchanged in Q2 2026.
Extra Space Storage made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #517 holding.
Atlantic Edge Private Wealth Management first reported a position in Extra Space Storage in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Extra Space Storage position peaked at $4.5K in Q3 2024.
275 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.