EWM
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Empirical Wealth Management’s Extra Space Storage EXR Stock Holding History

Empirical 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
Q2 		$401K Sell
2,760
-1,722
-38% -$246K 0.01% 775
2026
Q1 		$588K Buy
4,482
+184
+4% +$25.9K 0.01% 520
2025
Q4 		$560K Buy
4,298
+2,298
+115% +$313K 0.01% 470
2025
Q3 		$282K Sell
2,000
-385
-16% -$55.3K 0.01% 631
2025
Q2 		$352K Buy
2,385
+265
+13% +$38.6K 0.01% 492
2025
Q1 		$315K Hold
2,120
– – 0.01% 504
2024
Q4 		$317K Sell
2,120
-14
-0.7% -$2.3K 0.01% 489
2024
Q3 		$385K Hold
2,134
– – 0.01% 422
2024
Q2 		$332K Sell
2,134
-161
-7% -$23.5K 0.01% 435
2024
Q1 		$337K Hold
2,295
– – 0.01% 414
2023
Q4 		$368K Sell
2,295
-1,060
-32% -$135K 0.01% 363
2023
Q3 		$408K Buy
+3,355
New +$450K 0.02% 331
2022
Q2 		– Sell
-1,661
Closed -$341K – 487
2022
Q1 		$341K Sell
1,661
-48
-3% -$9.54K 0.02% 389
2021
Q4 		$388K Sell
1,709
-114
-6% -$22.6K 0.02% 386
2021
Q3 		$306K Sell
1,823
-406
-18% -$71.8K 0.02% 376
2021
Q2 		$365K Buy
2,229
+8
+0.4% +$1.2K 0.02% 345
2021
Q1 		$294K Sell
2,221
-882
-28% -$107K 0.02% 328
2020
Q4 		$360K Buy
3,103
+318
+11% +$36.2K 0.03% 282
2020
Q3 		$298K Sell
2,785
-445
-14% -$46K 0.03% 283
2020
Q2 		$298K Sell
3,230
-210
-6% -$19.5K 0.03% 279
2020
Q1 		$329K Buy
3,440
+573
+20% +$59.7K 0.04% 238
2019
Q4 		$303K Buy
2,867
+1,002
+54% +$109K 0.03% 256
2019
Q3 		$218K Buy
+1,865
New +$216K 0.03% 266

Other funds holding EXR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Empirical Wealth Management's EXR Position: Q2 2026 in Review

Empirical Wealth Management reduced its Extra Space Storage (EXR) stake by 38% in Q2 2026, selling an estimated $246K and leaving 2,760 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #775.

Empirical Wealth Management first reported a position in EXR in Q3 2019 and has held it in 23 quarters since. The position peaked at $588K in Q1 2026. 499 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Empirical Wealth Management held 2,760 shares of Extra Space Storage worth $401K as of Q2 2026.
  • Empirical Wealth Management sold 1,722 Extra Space Storage shares in Q2 2026, an estimated $246K.
  • Extra Space Storage made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #775 holding.
  • Empirical Wealth Management first reported a position in Extra Space Storage in Q3 2019 and has held it in 23 quarters since.
  • Empirical Wealth Management's Extra Space Storage position peaked at $588K in Q1 2026.
  • 499 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.