Financial Network Wealth Management’s Extra Space Storage EXR Stock Holding History

Financial Network Wealth Management’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	$241K	Sell	1,838 -17	-0.9%	-$2.4K	0.08%	101
2025 Q4	$241K	Sell	1,855 -13	-0.7%	-$1.77K	0.07%	102
2025 Q3	$243K	Buy	+1,868	New	+$268K	0.08%	103
2025 Q1	$282K	Sell	1,901 -10	-0.5%	-$1.52K	0.1%	94
2024 Q4	$285K	Hold	1,911	–	–	0.1%	91
2024 Q3	$344K	Buy	+1,911	New	+$323K	0.12%	86
2024 Q1	–	Sell	-1,941	Closed	-$311K	–	60
2023 Q4	$311K	Sell	1,941 -300	-13%	-$38.1K	0.13%	82
2023 Q3	$267K	Sell	2,241 -120	-5%	-$16.1K	0.13%	81
2023 Q2	$332K	Buy	+2,361	New	+$355K	0.15%	74
2022 Q2	–	Sell	-1,150	Closed	-$236K	–	106
2022 Q1	$236K	Hold	1,150	–	–	0.12%	96
2021 Q4	$261K	Buy	+1,150	New	+$228K	0.13%	94

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

Financial Network Wealth Management's EXR Position: Q1 2026 in Review

Financial Network Wealth Management reduced its Extra Space Storage (EXR) stake by 0.92% in Q1 2026, selling an estimated $2.4K and leaving 1,838 shares worth $241K. The position accounts for 0.08% of the portfolio, ranked #101.

Financial Network Wealth Management first reported a position in EXR in Q4 2021 and has held it in 11 quarters since. The position peaked at $344K in Q3 2024. 764 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

Financial Network Wealth Management held 1,838 shares of Extra Space Storage worth $241K as of Q1 2026.
Financial Network Wealth Management sold 17 Extra Space Storage shares in Q1 2026, an estimated $2.4K.
Extra Space Storage made up 0.08% of Financial Network Wealth Management's portfolio in Q1 2026, its #101 holding.
Financial Network Wealth Management first reported a position in Extra Space Storage in Q4 2021 and has held it in 11 quarters since.
Financial Network Wealth Management's Extra Space Storage position peaked at $344K in Q3 2024.
764 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Financial Network Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.