EP Wealth Advisors’s Extra Space Storage EXR Stock Holding History

EP Wealth Advisors’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	$509K	Sell	3,882 -340	-8%	-$47.9K	﹤0.01%	887
2025 Q4	$550K	Buy	+4,222	New	+$576K	﹤0.01%	836
2025 Q2	$566K	Sell	3,841 -221	-5%	-$32.2K	﹤0.01%	738
2025 Q1	$603K	Buy	4,062 +128	+3%	+$19.4K	﹤0.01%	636
2024 Q4	$589K	Sell	3,934 -634	-14%	-$104K	﹤0.01%	645
2024 Q3	$823K	Sell	4,568 -50	-1%	-$8.44K	0.01%	543
2024 Q2	$718K	Sell	4,618 -2,020	-30%	-$294K	0.01%	459
2024 Q1	$976K	Buy	6,638 +25	+0.4%	+$3.65K	0.01%	379
2023 Q4	$1.06M	Sell	6,613 -1,454	-18%	-$185K	0.01%	354
2023 Q3	$981K	Sell	8,067 -46,663	-85%	-$6.26M	0.02%	332
2023 Q2	$1.2M	Buy	54,730 +49,895	+1,032%	+$7.51M	0.02%	301
2023 Q1	$203K	Sell	4,835 -2,823	-37%	-$444K	﹤0.01%	574
2022 Q4	$1.13M	Buy	+7,658	New	+$1.22M	0.02%	265
2022 Q3	–	Sell	-6,738	Closed	-$1.15M	–	428
2022 Q2	$1.15M	Hold	6,738	–	–	0.03%	244
2022 Q1	$1.39M	Buy	+6,738	New	+$1.34M	0.03%	233

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

EP Wealth Advisors's EXR Position: Q1 2026 in Review

EP Wealth Advisors reduced its Extra Space Storage (EXR) stake by 8.1% in Q1 2026, selling an estimated $47.9K and leaving 3,882 shares worth $509K. The position accounts for ﹤0.01% of the portfolio, ranked #887.

EP Wealth Advisors first reported a position in EXR in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.39M in Q1 2022. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

EP Wealth Advisors held 3,882 shares of Extra Space Storage worth $509K as of Q1 2026.
EP Wealth Advisors sold 340 Extra Space Storage shares in Q1 2026, an estimated $47.9K.
Extra Space Storage made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #887 holding.
EP Wealth Advisors first reported a position in Extra Space Storage in Q1 2022 and has held it in 15 quarters since.
EP Wealth Advisors's Extra Space Storage position peaked at $1.39M in Q1 2022.
763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.