GeoWealth Management’s Extra Space Storage EXR Stock Holding History

GeoWealth 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	$1.67M	Sell	12,698 -507	-4%	-$71.5K	0.06%	187
2025 Q4	$1.72M	Buy	13,205 +921	+7%	+$126K	0.06%	178
2025 Q3	$1.73M	Buy	12,284 +1,703	+16%	+$245K	0.06%	193
2025 Q2	$1.56M	Buy	10,581 +819	+8%	+$119K	0.06%	184
2025 Q1	$1.45M	Buy	9,762 +324	+3%	+$49.1K	0.06%	204
2024 Q4	$1.41M	Buy	9,438 +1,740	+23%	+$285K	0.05%	231
2024 Q3	$1.39M	Sell	7,698 -228	-3%	-$38.5K	0.05%	237
2024 Q2	$1.23M	Buy	7,926 +1,487	+23%	+$217K	0.05%	227
2024 Q1	$947K	Buy	+6,439	New	+$939K	0.04%	307

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

GeoWealth Management's EXR Position: Q1 2026 in Review

GeoWealth Management reduced its Extra Space Storage (EXR) stake by 3.8% in Q1 2026, selling an estimated $71.5K and leaving 12,698 shares worth $1.67M. The position accounts for 0.06% of the portfolio, ranked #187.

GeoWealth Management first reported a position in EXR in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.73M in Q3 2025. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

GeoWealth Management held 12,698 shares of Extra Space Storage worth $1.67M as of Q1 2026.
GeoWealth Management sold 507 Extra Space Storage shares in Q1 2026, an estimated $71.5K.
Extra Space Storage made up 0.06% of GeoWealth Management's portfolio in Q1 2026, its #187 holding.
GeoWealth Management first reported a position in Extra Space Storage in Q1 2024 and has held it in 9 quarters since.
GeoWealth Management's Extra Space Storage position peaked at $1.73M in Q3 2025.
763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.