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Avion Wealth’s Extra Space Storage EXR Stock Holding History

Avion Wealth’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 		$7K Buy
51
+18
+55% +$2.57K ﹤0.01% 693
2026
Q1 		$4K Buy
33
+11
+50% +$1.55K ﹤0.01% 705
2025
Q4 		$2K Sell
22
-25
-53% -$3.41K ﹤0.01% 865
2025
Q3 		$6K Sell
47
-12
-20% -$1.72K ﹤0.01% 604
2025
Q2 		$8K Buy
59
+20
+51% +$2.91K ﹤0.01% 520
2025
Q1 		$5K Hold
39
– – ﹤0.01% 541
2024
Q4 		$5K Sell
39
-1
-3% -$164 ﹤0.01% 539
2024
Q3 		$7K Buy
40
+3
+8% +$506 ﹤0.01% 442
2024
Q2 		$5K Buy
37
+19
+106% +$2.77K ﹤0.01% 458
2024
Q1 		$3K Buy
18
+4
+29% +$583 ﹤0.01% 553
2023
Q4 		$2K Buy
+14
New +$1.78K ﹤0.01% 560

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

Avion Wealth's EXR Position: Q2 2026 in Review

Avion Wealth increased its Extra Space Storage (EXR) stake by 55% in Q2 2026, buying an estimated $2.57K and bringing the position to 51 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #693.

Avion Wealth first reported a position in EXR in Q4 2023 and has held it in 11 quarters since. The position peaked at $8K in Q2 2025. 791 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Avion Wealth held 51 shares of Extra Space Storage worth $7K as of Q2 2026.
  • Avion Wealth bought 18 Extra Space Storage shares in Q2 2026, an estimated $2.57K.
  • Extra Space Storage made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #693 holding.
  • Avion Wealth first reported a position in Extra Space Storage in Q4 2023 and has held it in 11 quarters since.
  • Avion Wealth's Extra Space Storage position peaked at $8K in Q2 2025.
  • 791 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.