GSWM
EXR icon

Golden State Wealth Management’s Extra Space Storage EXR Stock Holding History

Golden State 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
Q2 		$33.4K Hold
230
– – ﹤0.01% 824
2026
Q1 		$30.2K Buy
230
+71
+45% +$10K ﹤0.01% 816
2025
Q4 		$20.7K Hold
159
– – ﹤0.01% 910
2025
Q3 		$22.4K Hold
159
– – ﹤0.01% 889
2025
Q2 		$23.4K Hold
159
– – ﹤0.01% 846
2025
Q1 		$23.6K Sell
159
-5
-3% -$758 ﹤0.01% 768
2024
Q4 		$24.5K Buy
+164
New +$26.9K ﹤0.01% 721

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

Golden State Wealth Management's EXR Position: Q2 2026 in Review

Golden State Wealth Management held its Extra Space Storage (EXR) position steady in Q2 2026 at 230 shares worth $33.4K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Golden State Wealth Management first reported a position in EXR in Q4 2024 and has held it in 7 quarters since. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Golden State Wealth Management held 230 shares of Extra Space Storage worth $33.4K as of Q2 2026.
  • Golden State Wealth Management left its Extra Space Storage share count unchanged in Q2 2026.
  • Extra Space Storage made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #824 holding.
  • Golden State Wealth Management first reported a position in Extra Space Storage in Q4 2024 and has held it in 7 quarters since.
  • 793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.