Carolinas Wealth Consulting’s Extra Space Storage EXR Stock Holding History

Carolinas Wealth Consulting’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	–	Sell	-88	Closed	-$13.1K	–	302
2025 Q1	$13.1K	Sell	88 -9	-9%	-$1.36K	﹤0.01%	503
2024 Q4	$14.5K	Sell	97 -17	-15%	-$2.79K	﹤0.01%	503
2024 Q3	$20.5K	Buy	114 +5	+5%	+$844	﹤0.01%	475
2024 Q2	$16.9K	Buy	109 +7	+7%	+$1.02K	﹤0.01%	497
2024 Q1	$15.1K	Buy	102 +26	+34%	+$3.79K	﹤0.01%	507
2023 Q4	$12.2K	Hold	76	–	–	﹤0.01%	513
2023 Q3	$7.87K	Buy	76 +63	+485%	+$8.46K	﹤0.01%	548
2023 Q2	$1.94K	Hold	13	–	–	﹤0.01%	818
2023 Q1	$2.12K	Hold	13	–	–	﹤0.01%	803
2022 Q4	$1.91K	Hold	13	–	–	﹤0.01%	815
2022 Q3	$2K	Hold	13	–	–	﹤0.01%	758
2022 Q2	$2K	Hold	13	–	–	﹤0.01%	758
2022 Q1	$3K	Hold	13	–	–	﹤0.01%	758
2021 Q4	$3K	Hold	13	–	–	﹤0.01%	771
2021 Q3	$2K	Hold	13	–	–	﹤0.01%	788
2021 Q2	$2K	Hold	13	–	–	﹤0.01%	803
2021 Q1	$2K	Hold	13	–	–	﹤0.01%	810
2020 Q4	$2K	Sell	13 -10	-43%	-$1.14K	﹤0.01%	740
2020 Q3	$2K	Buy	23 +9	+64%	+$930	﹤0.01%	693
2020 Q2	$1K	Buy	+14	New	+$1.3K	﹤0.01%	565

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 $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $204B AUM 27.99% 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

Carolinas Wealth Consulting's EXR Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Extra Space Storage (EXR) in Q2 2025, closing a stake of 88 shares — an estimated $13.1K sold.

Carolinas Wealth Consulting first reported a position in EXR in Q2 2020 and held it in 20 quarters. The position peaked at $20.5K in Q3 2024. 810 funds tracked by Wall St. Rank hold EXR as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Extra Space Storage position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 88 Extra Space Storage shares in Q2 2025, an estimated $13.1K.
Carolinas Wealth Consulting first reported a position in Extra Space Storage in Q2 2020 and held it in 20 quarters.
Carolinas Wealth Consulting's Extra Space Storage position peaked at $20.5K in Q3 2024.
810 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.