Axxcess Wealth Management’s Extra Space Storage EXR Stock Holding History

Axxcess 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
2025 Q1	–	Sell	-1,474	Closed	-$221K	–	876
2024 Q4	$221K	Sell	1,474 -64	-4%	-$10.5K	0.01%	789
2024 Q3	$277K	Buy	1,538 +244	+19%	+$41.2K	0.01%	713
2024 Q2	$201K	Buy	+1,294	New	+$189K	0.01%	803
2024 Q1	–	Sell	-1,334	Closed	-$214K	–	888
2023 Q4	$214K	Sell	1,334 -35,450	-96%	-$4.51M	0.01%	762
2023 Q3	$4.47M	Buy	36,784 +276	+0.8%	+$37K	0.15%	118
2023 Q2	$5.43M	Buy	36,508 +5,175	+17%	+$779K	0.39%	60
2023 Q1	$5.11M	Buy	31,333 +427	+1%	+$67.1K	0.39%	57
2022 Q4	$4.55M	Buy	30,906 +1,152	+4%	+$184K	0.38%	56
2022 Q3	$5.14M	Buy	29,754 +490	+2%	+$92.7K	0.49%	39
2022 Q2	$4.98M	Buy	29,264 +93	+0.3%	+$17.2K	0.46%	47
2022 Q1	$6M	Sell	29,171 -113	-0.4%	-$22.5K	0.47%	46
2021 Q4	$6.64M	Buy	+29,284	New	+$5.8M	0.48%	43

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

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

Norges Bank Oslo, Norway $1T AUM

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

Axxcess Wealth Management's EXR Position: Q1 2025 in Review

Axxcess Wealth Management sold out of Extra Space Storage (EXR) in Q1 2025, closing a stake of 1,474 shares — an estimated $221K sold.

Axxcess Wealth Management first reported a position in EXR in Q4 2021 and held it in 12 quarters. The position peaked at $6.64M in Q4 2021. 801 funds tracked by Wall St. Rank hold EXR as of Q1 2025.

Axxcess Wealth Management reported no remaining Extra Space Storage position as of Q1 2025 after selling out during the quarter.
Axxcess Wealth Management sold 1,474 Extra Space Storage shares in Q1 2025, an estimated $221K.
Axxcess Wealth Management first reported a position in Extra Space Storage in Q4 2021 and held it in 12 quarters.
Axxcess Wealth Management's Extra Space Storage position peaked at $6.64M in Q4 2021.
801 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2025.

Based on Axxcess Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.