Atria Wealth Solutions’s Extra Space Storage EXR Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$869K	Sell	5,892 -358	-6%	-$52.1K	0.02%	697
2025 Q1	$928K	Sell	6,250 -7,082	-53%	-$1.07M	0.01%	918
2024 Q4	$1.99M	Buy	13,332 +2,317	+21%	+$380K	0.02%	644
2024 Q3	$1.98M	Sell	11,015 -13,191	-54%	-$2.23M	0.02%	640
2024 Q2	$3.76M	Buy	24,206 +17,163	+244%	+$2.5M	0.04%	411
2024 Q1	$1.04M	Sell	7,043 -732	-9%	-$107K	0.01%	890
2023 Q4	$1.25M	Buy	7,775 +4,968	+177%	+$632K	0.02%	777
2023 Q3	$341K	Buy	+2,807	New	+$377K	﹤0.01%	1334
2023 Q2	–	Sell	-3,343	Closed	-$545K	–	1907
2023 Q1	$545K	Sell	3,343 -54	-2%	-$8.49K	0.01%	1080
2022 Q4	$500K	Sell	3,397 -1,976	-37%	-$316K	0.01%	1081
2022 Q3	$928K	Sell	5,373 -202	-4%	-$38.2K	0.02%	733
2022 Q2	$949K	Sell	5,575 -299	-5%	-$55.4K	0.02%	718
2022 Q1	$1.21M	Buy	+5,874	New	+$1.17M	0.02%	651

Other funds holding EXR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Atria Wealth Solutions's EXR Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Extra Space Storage (EXR) stake by 5.7% in Q2 2025, selling an estimated $52.1K and leaving 5,892 shares worth $869K. The position accounts for 0.02% of the portfolio, ranked #697.

Atria Wealth Solutions first reported a position in EXR in Q1 2022 and has held it in 13 quarters since. The position peaked at $3.76M in Q2 2024. 809 funds tracked by Wall St. Rank hold EXR as of Q2 2025.

Atria Wealth Solutions held 5,892 shares of Extra Space Storage worth $869K as of Q2 2025.
Atria Wealth Solutions sold 358 Extra Space Storage shares in Q2 2025, an estimated $52.1K.
Extra Space Storage made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #697 holding.
Atria Wealth Solutions first reported a position in Extra Space Storage in Q1 2022 and has held it in 13 quarters since.
Atria Wealth Solutions's Extra Space Storage position peaked at $3.76M in Q2 2024.
809 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.