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Evolve Private Wealth’s Extra Space Storage EXR Stock Holding History

Evolve Private 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
2026
Q2 		$257K Sell
1,771
-215
-11% -$30.7K 0.02% 808
2026
Q1 		$260K Buy
1,986
+419
+27% +$59.1K 0.01% 833
2025
Q4 		$204K Buy
+1,567
New +$214K 0.01% 866

Other funds holding EXR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Evolve Private Wealth's EXR Position: Q2 2026 in Review

Evolve Private Wealth reduced its Extra Space Storage (EXR) stake by 11% in Q2 2026, selling an estimated $30.7K and leaving 1,771 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #808.

Evolve Private Wealth first reported a position in EXR in Q4 2025 and has held it in 3 quarters since. The position peaked at $260K in Q1 2026. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Evolve Private Wealth held 1,771 shares of Extra Space Storage worth $257K as of Q2 2026.
  • Evolve Private Wealth sold 215 Extra Space Storage shares in Q2 2026, an estimated $30.7K.
  • Extra Space Storage made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #808 holding.
  • Evolve Private Wealth first reported a position in Extra Space Storage in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Extra Space Storage position peaked at $260K in Q1 2026.
  • 793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

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