Evoke Wealth’s Extra Space Storage EXR Stock Holding History

Evoke Wealth’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
2025 Q4	–	Sell	-1,987	Closed	-$280K	–	699
2025 Q3	$280K	Sell	1,987 -456	-19%	-$65.5K	0.01%	514
2025 Q2	$360K	Buy	+2,443	New	+$355K	0.01%	414
2022 Q4	–	Sell	-116	Closed	-$20K	–	642
2022 Q3	$20K	Buy	116 +37	+47%	+$7K	﹤0.01%	643
2022 Q2	$14K	Buy	79 +4	+5%	+$741	﹤0.01%	718
2022 Q1	$15K	Buy	75 +14	+23%	+$2.78K	﹤0.01%	704
2021 Q4	$14K	Buy	61 +1	+2%	+$198	﹤0.01%	732
2021 Q3	$10K	Sell	60 -45	-43%	-$7.96K	﹤0.01%	742
2021 Q2	$17K	Buy	105 +41	+64%	+$6.14K	﹤0.01%	677
2021 Q1	$9K	Hold	64	–	–	﹤0.01%	704
2020 Q4	$7K	Hold	64	–	–	﹤0.01%	640
2020 Q3	$7K	Hold	64	–	–	﹤0.01%	606
2020 Q2	$6K	Hold	64	–	–	﹤0.01%	628
2020 Q1	$6.18K	Sell	64 -229	-78%	-$23.8K	﹤0.01%	574
2019 Q4	$31K	Sell	293 -514	-64%	-$56K	﹤0.01%	503
2019 Q3	$94.3K	Buy	+807	New	+$93.3K	0.01%	374

Other funds holding EXR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Evoke Wealth's EXR Position: Q4 2025 in Review

Evoke Wealth sold out of Extra Space Storage (EXR) in Q4 2025, closing a stake of 1,987 shares — an estimated $280K sold.

Evoke Wealth first reported a position in EXR in Q3 2019 and held it in 15 quarters. The position peaked at $360K in Q2 2025. 744 funds tracked by Wall St. Rank hold EXR as of Q4 2025.

Evoke Wealth reported no remaining Extra Space Storage position as of Q4 2025 after selling out during the quarter.
Evoke Wealth sold 1,987 Extra Space Storage shares in Q4 2025, an estimated $280K.
Evoke Wealth first reported a position in Extra Space Storage in Q3 2019 and held it in 15 quarters.
Evoke Wealth's Extra Space Storage position peaked at $360K in Q2 2025.
744 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2025.

Based on Evoke Wealth's 13F filing for Q4 2025, filed 6 Feb 2026.