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

Elevation Wealth Partners’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 Q2	$16K	Buy	110 +30	+38%	+$4.29K	﹤0.01%	657
2026 Q1	$10.5K	Buy	80 +15	+23%	+$2.11K	﹤0.01%	503
2025 Q4	$8.46K	Hold	65	–	–	﹤0.01%	516
2025 Q3	$9.16K	Hold	65	–	–	﹤0.01%	395
2025 Q2	$9.58K	Hold	65	–	–	﹤0.01%	370
2025 Q1	$9.65K	Hold	65	–	–	﹤0.01%	370
2024 Q4	$9.72K	Hold	65	–	–	﹤0.01%	370
2024 Q3	$11.7K	Hold	65	–	–	0.01%	343
2024 Q2	$10.1K	Hold	65	–	–	﹤0.01%	345
2024 Q1	$9.55K	Sell	65 -63	-49%	-$9.19K	﹤0.01%	357
2023 Q4	$15.6K	Buy	+128	New	+$16.3K	0.01%	300

Other funds holding EXR

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

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

Elevation Wealth Partners increased its Extra Space Storage (EXR) stake by 38% in Q2 2026, buying an estimated $4.29K and bringing the position to 110 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Elevation Wealth Partners first reported a position in EXR in Q4 2023 and has held it in 11 quarters since. 257 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

Elevation Wealth Partners held 110 shares of Extra Space Storage worth $16K as of Q2 2026.
Elevation Wealth Partners bought 30 Extra Space Storage shares in Q2 2026, an estimated $4.29K.
Extra Space Storage made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #657 holding.
Elevation Wealth Partners first reported a position in Extra Space Storage in Q4 2023 and has held it in 11 quarters since.
257 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.