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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
Q3 		$12.5K Sell
95
-15
-14% -$2.15K ﹤0.01% 821
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

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Elevation Wealth Partners's EXR Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Extra Space Storage (EXR) stake by 14% in Q3 2026, selling an estimated $2.15K and leaving 95 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Elevation Wealth Partners first reported a position in EXR in Q4 2023 and has held it in 12 quarters since. The position peaked at $16K in Q2 2026. 29 funds tracked by Wall St. Rank hold EXR as of Q3 2026.

  • Elevation Wealth Partners held 95 shares of Extra Space Storage worth $12.5K as of Q3 2026.
  • Elevation Wealth Partners sold 15 Extra Space Storage shares in Q3 2026, an estimated $2.15K.
  • Extra Space Storage made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #821 holding.
  • Elevation Wealth Partners first reported a position in Extra Space Storage in Q4 2023 and has held it in 12 quarters since.
  • Elevation Wealth Partners's Extra Space Storage position peaked at $16K in Q2 2026.
  • 29 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.