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Global Wealth Management Investment Advisory’s Extra Space Storage EXR Stock Holding History

Global Wealth Management Investment Advisory’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
Q3 		– Sell
-23,360
Closed -$3.44M – 154
2025
Q2 		$3.44M Buy
23,360
+148
+0.6% +$21.5K 0.65% 55
2025
Q1 		$3.45M Buy
23,212
+4,393
+23% +$666K 0.69% 51
2024
Q4 		$2.82M Buy
18,819
+689
+4% +$113K 0.58% 57
2024
Q3 		$3.27M Sell
18,130
-264
-1% -$44.6K 0.71% 47
2024
Q2 		$2.86M Buy
18,394
+693
+4% +$101K 0.67% 52
2024
Q1 		$2.6M Sell
17,701
-2,952
-14% -$430K 0.64% 54
2023
Q4 		$3.31M Buy
+20,653
New +$2.63M 0.85% 45
2022
Q3 		– Sell
-3
Closed -$1K – 253
2022
Q2 		$1K Hold
3
– – ﹤0.01% 454
2022
Q1 		$1K Buy
+3
New +$596 ﹤0.01% 454

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Global Wealth Management Investment Advisory's EXR Position: Q3 2025 in Review

Global Wealth Management Investment Advisory sold out of Extra Space Storage (EXR) in Q3 2025, closing a stake of 23,360 shares — an estimated $3.44M sold.

Global Wealth Management Investment Advisory first reported a position in EXR in Q1 2022 and held it in 9 quarters. The position peaked at $3.45M in Q1 2025. 792 funds tracked by Wall St. Rank hold EXR as of Q3 2025.

  • Global Wealth Management Investment Advisory reported no remaining Extra Space Storage position as of Q3 2025 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 23,360 Extra Space Storage shares in Q3 2025, an estimated $3.44M.
  • Global Wealth Management Investment Advisory first reported a position in Extra Space Storage in Q1 2022 and held it in 9 quarters.
  • Global Wealth Management Investment Advisory's Extra Space Storage position peaked at $3.45M in Q1 2025.
  • 792 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2025.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2025, filed 27 Oct 2025.