Curated Wealth Partners’s Extra Space Storage EXR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,535
Closed -$667K 180
2024
Q1
$667K Buy
+4,535
New +$661K 0.1% 69

Other funds holding EXR

Curated Wealth Partners's EXR Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Extra Space Storage (EXR) in Q2 2026: 119,566 shares worth $762K. The stake represents 0.1% of the portfolio and ranks #188 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in EXR as recently as Q4 2024.

Curated Wealth Partners first reported a position in EXR in Q2 2024 and has held it in 4 quarters since. The position peaked at $841K in Q3 2024. 221 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Curated Wealth Partners held 119,566 shares of Extra Space Storage worth $762K as of Q2 2026.
  • Extra Space Storage was a new Curated Wealth Partners position in Q2 2026.
  • Extra Space Storage made up 0.1% of Curated Wealth Partners's portfolio in Q2 2026, its #188 holding.
  • Curated Wealth Partners first reported a position in Extra Space Storage in Q2 2024 and has held it in 4 quarters since.
  • Curated Wealth Partners's Extra Space Storage position peaked at $841K in Q3 2024.
  • 221 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.