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 Q2	–	Sell	-3,882	Closed	-$509K	–	1771
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EP Wealth Advisors's EXR Position: Q2 2026 in Review

EP Wealth Advisors sold out of Extra Space Storage (EXR) in Q2 2026, closing a stake of 3,882 shares — an estimated $509K sold.

EP Wealth Advisors first reported a position in EXR in Q1 2022 and held it in 15 quarters. The position peaked at $1.39M in Q1 2022. 798 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

EP Wealth Advisors reported no remaining Extra Space Storage position as of Q2 2026 after selling out during the quarter.
EP Wealth Advisors sold 3,882 Extra Space Storage shares in Q2 2026, an estimated $509K.
EP Wealth Advisors first reported a position in Extra Space Storage in Q1 2022 and held it in 15 quarters.
EP Wealth Advisors's Extra Space Storage position peaked at $1.39M in Q1 2022.
798 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.