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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
Q2 		$1.84M Sell
12,636
-62
-0.5% -$8.86K 0.06% 190
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
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

GeoWealth Management's EXR Position: Q2 2026 in Review

GeoWealth Management reduced its Extra Space Storage (EXR) stake by 0.49% in Q2 2026, selling an estimated $8.86K and leaving 12,636 shares worth $1.84M. The position accounts for 0.06% of the portfolio, ranked #190.

GeoWealth Management first reported a position in EXR in Q1 2024 and has held it in 10 quarters since. 800 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • GeoWealth Management held 12,636 shares of Extra Space Storage worth $1.84M as of Q2 2026.
  • GeoWealth Management sold 62 Extra Space Storage shares in Q2 2026, an estimated $8.86K.
  • Extra Space Storage made up 0.06% of GeoWealth Management's portfolio in Q2 2026, its #190 holding.
  • GeoWealth Management first reported a position in Extra Space Storage in Q1 2024 and has held it in 10 quarters since.
  • 800 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.