Bogart Wealth LLC’s Extra Space Storage EXR Stock Holding History

Bogart Wealth LLC’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 Q1	$16.1K	Buy	123 +12	+11%	+$1.69K	﹤0.01%	778
2025 Q4	$14.5K	Buy	111 +12	+12%	+$1.64K	﹤0.01%	771
2025 Q3	$14K	Hold	99	–	–	﹤0.01%	760
2025 Q2	$14.6K	Buy	99 +63	+175%	+$9.17K	﹤0.01%	705
2025 Q1	$5.35K	Buy	36 +6	+20%	+$910	﹤0.01%	891
2024 Q4	$4.49K	Hold	30	–	–	﹤0.01%	908
2024 Q3	$5.41K	Hold	30	–	–	﹤0.01%	813
2024 Q2	$4.66K	Hold	30	–	–	﹤0.01%	804
2024 Q1	$4.41K	Hold	30	–	–	﹤0.01%	786
2023 Q4	$4.81K	Hold	30	–	–	﹤0.01%	754
2023 Q3	$3.65K	Hold	30	–	–	﹤0.01%	792
2023 Q2	$4.47K	Hold	30	–	–	﹤0.01%	738
2023 Q1	$4.89K	Hold	30	–	–	﹤0.01%	717
2022 Q4	$4.42K	Hold	30	–	–	﹤0.01%	692
2022 Q3	$5K	Hold	30	–	–	﹤0.01%	685
2022 Q2	$5K	Buy	+30	New	+$5.56K	﹤0.01%	640

Other funds holding EXR

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bogart Wealth LLC's EXR Position: Q1 2026 in Review

Bogart Wealth LLC increased its Extra Space Storage (EXR) stake by 11% in Q1 2026, buying an estimated $1.69K and bringing the position to 123 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

Bogart Wealth LLC first reported a position in EXR in Q2 2022 and has held it in 16 quarters since. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

Bogart Wealth LLC held 123 shares of Extra Space Storage worth $16.1K as of Q1 2026.
Bogart Wealth LLC bought 12 Extra Space Storage shares in Q1 2026, an estimated $1.69K.
Extra Space Storage made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #778 holding.
Bogart Wealth LLC first reported a position in Extra Space Storage in Q2 2022 and has held it in 16 quarters since.
763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.