EWA
EXR icon

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

EverSource 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 		$113K Buy
861
+104
+14% +$14.7K ﹤0.01% 1359
2025
Q4 		$98.6K Sell
757
-1,385
-65% -$189K ﹤0.01% 1316
2025
Q3 		$302K Sell
2,142
-1,411
-40% -$203K 0.01% 728
2025
Q2 		$524K Buy
3,553
+2,864
+416% +$417K 0.02% 439
2025
Q1 		$102K Sell
689
-177
-20% -$26.8K 0.01% 902
2024
Q4 		$130K Buy
866
+615
+245% +$101K 0.01% 827
2024
Q3 		$45.3K Buy
251
+31
+14% +$5.23K ﹤0.01% 1114
2024
Q2 		$35.1K Buy
220
+13
+6% +$1.9K ﹤0.01% 1258
2024
Q1 		$27.8K Buy
207
+9
+5% +$1.31K ﹤0.01% 1214
2023
Q4 		$31.7K Sell
198
-33
-14% -$4.2K ﹤0.01% 1068
2023
Q3 		$28.1K Buy
231
+143
+163% +$19.2K ﹤0.01% 1010
2023
Q2 		$13K Buy
88
+77
+700% +$11.6K ﹤0.01% 1327
2023
Q1 		$1.79K Sell
11
-15
-58% -$2.36K ﹤0.01% 1965
2022
Q4 		$3.83K Buy
26
+3
+13% +$479 ﹤0.01% 1704
2022
Q3 		$4K Buy
23
+14
+156% +$2.65K ﹤0.01% 1429
2022
Q2 		$1K Sell
9
-1
-10% -$185 ﹤0.01% 1629
2022
Q1 		$2K Buy
10
+8
+400% +$1.59K ﹤0.01% 1516
2021
Q4 		$0 Buy
+2
New +$396 ﹤0.01% 1765

Other funds holding EXR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Extra Space Storage (EXR) stake by 14% in Q1 2026, buying an estimated $14.7K and bringing the position to 861 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

EverSource Wealth Advisors first reported a position in EXR in Q4 2021 and has held it in 18 quarters since. The position peaked at $524K in Q2 2025. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • EverSource Wealth Advisors held 861 shares of Extra Space Storage worth $113K as of Q1 2026.
  • EverSource Wealth Advisors bought 104 Extra Space Storage shares in Q1 2026, an estimated $14.7K.
  • Extra Space Storage made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1359 holding.
  • EverSource Wealth Advisors first reported a position in Extra Space Storage in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Extra Space Storage position peaked at $524K in Q2 2025.
  • 763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

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