Carson Wealth (CWM LLC)
EXR icon

Carson Wealth (CWM LLC)’s Extra Space Storage EXR Stock Holding History

Carson Wealth (CWM 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 		$1.89M Sell
14,403
-4,871
-25% -$687K 0.01% 1226
2025
Q4 		$2.51M Sell
19,274
-22,263
-54% -$3.04M 0.01% 1059
2025
Q3 		$5.85M Sell
41,537
-866
-2% -$124K 0.02% 651
2025
Q2 		$6.25M Buy
42,403
+21,999
+108% +$3.2M 0.02% 523
2025
Q1 		$3.03M Buy
20,404
+15,454
+312% +$2.34M 0.01% 682
2024
Q4 		$740K Buy
4,950
+1,229
+33% +$202K ﹤0.01% 1225
2024
Q3 		$670K Sell
3,721
-44
-1% -$7.43K ﹤0.01% 1203
2024
Q2 		$585K Buy
3,765
+205
+6% +$29.9K ﹤0.01% 1128
2024
Q1 		$523K Buy
3,560
+407
+13% +$59.3K ﹤0.01% 1120
2023
Q4 		$505K Sell
3,153
-912
-22% -$116K ﹤0.01% 1059
2023
Q3 		$494K Buy
4,065
+2,945
+263% +$395K ﹤0.01% 981
2023
Q2 		$167K Buy
1,120
+115
+11% +$17.3K ﹤0.01% 1324
2023
Q1 		$164K Buy
1,005
+235
+31% +$36.9K ﹤0.01% 1279
2022
Q4 		$113K Sell
770
-903
-54% -$144K ﹤0.01% 1328
2022
Q3 		$289K Buy
1,673
+330
+25% +$62.4K ﹤0.01% 918
2022
Q2 		$229K Buy
1,343
+111
+9% +$20.6K ﹤0.01% 992
2022
Q1 		$253K Buy
1,232
+396
+47% +$78.7K ﹤0.01% 945
2021
Q4 		$190K Buy
+836
New +$166K ﹤0.01% 1046
2021
Q2 		$4K Hold
22
– – ﹤0.01% 2426
2021
Q1 		$4K Hold
22
– – ﹤0.01% 2426
2020
Q4 		$4K Hold
22
– – ﹤0.01% 2425
2020
Q3 		$4K Hold
22
– – ﹤0.01% 2425
2020
Q2 		$4K Hold
22
– – ﹤0.01% 2425
2020
Q1 		$4K Hold
22
– – ﹤0.01% 2425
2019
Q4 		$4K Hold
22
– – ﹤0.01% 2424
2019
Q3 		$4K Hold
22
– – ﹤0.01% 2424
2019
Q2 		$4K Hold
22
– – ﹤0.01% 2424
2019
Q1 		$4K Buy
+22
New +$2.11K ﹤0.01% 2424
2018
Q1 		– Sell
-216
Closed -$19K – 1447
2017
Q4 		$19K Buy
216
+20
+10% +$1.69K ﹤0.01% 709
2017
Q3 		$16K Buy
+196
New +$15.3K ﹤0.01% 766

Other funds holding EXR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EXR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Extra Space Storage (EXR) stake by 25% in Q1 2026, selling an estimated $687K and leaving 14,403 shares worth $1.89M. The position accounts for 0.01% of the portfolio, ranked #1226.

Carson Wealth (CWM LLC) first reported a position in EXR in Q3 2017 and has held it in 30 quarters since. The position peaked at $6.25M in Q2 2025. 766 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,403 shares of Extra Space Storage worth $1.89M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 4,871 Extra Space Storage shares in Q1 2026, an estimated $687K.
  • Extra Space Storage made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1226 holding.
  • Carson Wealth (CWM LLC) first reported a position in Extra Space Storage in Q3 2017 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s Extra Space Storage position peaked at $6.25M in Q2 2025.
  • 766 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.