Avantax Advisory Services’s Extra Space Storage EXR Stock Holding History

Avantax Advisory Services’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	$2.9M	Buy	19,685 +855	+5%	+$124K	0.02%	631
2025 Q1	$2.8M	Buy	18,830 +391	+2%	+$59.3K	0.02%	605
2024 Q4	$2.76M	Sell	18,439 -398	-2%	-$65.3K	0.02%	584
2024 Q3	$3.39M	Buy	18,837 +1,898	+11%	+$320K	0.02%	508
2024 Q2	$2.63M	Buy	+16,939	New	+$2.47M	0.02%	568
2024 Q1	–	Sell	-3,649	Closed	-$585K	–	1681
2023 Q4	$585K	Sell	3,649 -4,271	-54%	-$543K	0.01%	921
2023 Q3	$963K	Buy	7,920 +3,263	+70%	+$438K	0.01%	709
2023 Q2	$693K	Buy	4,657 +459	+11%	+$69.1K	0.01%	820
2023 Q1	$684K	Buy	4,198 +1,047	+33%	+$165K	0.01%	793
2022 Q4	$464K	Buy	3,151 +1,541	+96%	+$246K	0.01%	899
2022 Q3	$278K	Buy	1,610 +207	+15%	+$39.1K	﹤0.01%	1045
2022 Q2	$239K	Sell	1,403 -490	-26%	-$90.8K	﹤0.01%	1120
2022 Q1	$389K	Sell	1,893 -1,805	-49%	-$359K	0.01%	890
2021 Q4	$838K	Buy	3,698 +265	+8%	+$52.5K	0.01%	576
2021 Q3	$577K	Buy	3,433 +382	+13%	+$67.5K	0.01%	669
2021 Q2	$500K	Buy	3,051 +378	+14%	+$56.6K	0.01%	710
2021 Q1	$358K	Buy	+2,673	New	+$324K	0.01%	736

Other funds holding EXR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Avantax Advisory Services's EXR Position: Q2 2025 in Review

Avantax Advisory Services increased its Extra Space Storage (EXR) stake by 4.5% in Q2 2025, buying an estimated $124K and bringing the position to 19,685 shares worth $2.9M. The position accounts for 0.02% of the portfolio, ranked #631.

Avantax Advisory Services first reported a position in EXR in Q1 2021 and has held it in 17 quarters since. The position peaked at $3.39M in Q3 2024. 810 funds tracked by Wall St. Rank hold EXR as of Q2 2025.

Avantax Advisory Services held 19,685 shares of Extra Space Storage worth $2.9M as of Q2 2025.
Avantax Advisory Services bought 855 Extra Space Storage shares in Q2 2025, an estimated $124K.
Extra Space Storage made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #631 holding.
Avantax Advisory Services first reported a position in Extra Space Storage in Q1 2021 and has held it in 17 quarters since.
Avantax Advisory Services's Extra Space Storage position peaked at $3.39M in Q3 2024.
810 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.