HWM
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HB Wealth Management’s Extra Space Storage EXR Stock Holding History

HB 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 		$576K Buy
3,966
+384
+11% +$54.9K ﹤0.01% 1029
2026
Q1 		$470K Buy
3,582
+806
+29% +$114K ﹤0.01% 1004
2025
Q4 		$361K Sell
2,776
-751
-21% -$102K ﹤0.01% 1051
2025
Q3 		$497K Buy
3,527
+764
+28% +$110K ﹤0.01% 858
2025
Q2 		$407K Sell
2,763
-319
-10% -$46.4K ﹤0.01% 821
2025
Q1 		$458K Buy
3,082
+376
+14% +$57K ﹤0.01% 793
2024
Q4 		$405K Sell
2,706
-39
-1% -$6.39K ﹤0.01% 695
2024
Q3 		$495K Buy
2,745
+298
+12% +$50.3K 0.01% 587
2024
Q2 		$380K Buy
2,447
+910
+59% +$133K ﹤0.01% 630
2024
Q1 		$226K Buy
1,537
+188
+14% +$27.4K ﹤0.01% 761
2023
Q4 		$216K Sell
1,349
-1,013
-43% -$129K ﹤0.01% 716
2023
Q3 		$287K Buy
+2,362
New +$317K ﹤0.01% 582

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

HB Wealth Management's EXR Position: Q2 2026 in Review

HB Wealth Management increased its Extra Space Storage (EXR) stake by 11% in Q2 2026, buying an estimated $54.9K and bringing the position to 3,966 shares worth $576K. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

HB Wealth Management first reported a position in EXR in Q3 2023 and has held it in 12 quarters since. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • HB Wealth Management held 3,966 shares of Extra Space Storage worth $576K as of Q2 2026.
  • HB Wealth Management bought 384 Extra Space Storage shares in Q2 2026, an estimated $54.9K.
  • Extra Space Storage made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1029 holding.
  • HB Wealth Management first reported a position in Extra Space Storage in Q3 2023 and has held it in 12 quarters since.
  • 793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.