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

Diversify 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
2026 Q1	$2.77M	Sell	19,681 -392	-2%	-$55.3K	0.05%	285
2025 Q4	$2.82M	Sell	20,073 -830	-4%	-$113K	0.13%	182
2025 Q3	$2.74M	Sell	20,903 -266	-1%	-$38.2K	0.16%	157
2025 Q2	$2.87M	Sell	21,169 -21	-0.1%	-$3.06K	0.18%	151
2025 Q1	$3M	Sell	21,190 -44	-0.2%	-$6.67K	0.22%	129
2024 Q4	$3.12M	Sell	21,234 -426	-2%	-$69.9K	0.24%	115
2024 Q3	$3.66M	Sell	21,660 -145	-0.7%	-$24.5K	0.35%	74
2024 Q2	$3.46M	Buy	+21,805	New	+$3.18M	0.43%	56

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

Diversify Wealth Management's EXR Position: Q1 2026 in Review

Diversify Wealth Management reduced its Extra Space Storage (EXR) stake by 2% in Q1 2026, selling an estimated $55.3K and leaving 19,681 shares worth $2.77M. The position accounts for 0.05% of the portfolio, ranked #285.

Diversify Wealth Management first reported a position in EXR in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.66M in Q3 2024. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

Diversify Wealth Management held 19,681 shares of Extra Space Storage worth $2.77M as of Q1 2026.
Diversify Wealth Management sold 392 Extra Space Storage shares in Q1 2026, an estimated $55.3K.
Extra Space Storage made up 0.05% of Diversify Wealth Management's portfolio in Q1 2026, its #285 holding.
Diversify Wealth Management first reported a position in Extra Space Storage in Q2 2024 and has held it in 8 quarters since.
Diversify Wealth Management's Extra Space Storage position peaked at $3.66M in Q3 2024.
763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.