HWA
EXR icon

Heritage Wealth Advisors’s Extra Space Storage EXR Stock Holding History

Heritage Wealth Advisors’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 		– Sell
-100
Closed -$13K – 687
2025
Q4 		$13K Hold
100
– – ﹤0.01% 438
2025
Q3 		$14.1K Hold
100
– – ﹤0.01% 407
2025
Q2 		$14.7K Hold
100
– – ﹤0.01% 402
2025
Q1 		$14.8K Hold
100
– – ﹤0.01% 398
2024
Q4 		$15K Hold
100
– – ﹤0.01% 409
2024
Q3 		$18K Hold
100
– – ﹤0.01% 404
2024
Q2 		$15.5K Hold
100
– – ﹤0.01% 395
2024
Q1 		$14.7K Hold
100
– – ﹤0.01% 418
2023
Q4 		$16K Buy
+100
New +$12.7K ﹤0.01% 424

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Heritage Wealth Advisors's EXR Position: Q1 2026 in Review

Heritage Wealth Advisors sold out of Extra Space Storage (EXR) in Q1 2026, closing a stake of 100 shares — an estimated $13K sold.

Heritage Wealth Advisors first reported a position in EXR in Q4 2023 and held it in 9 quarters. The position peaked at $18K in Q3 2024. 766 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Heritage Wealth Advisors reported no remaining Extra Space Storage position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 100 Extra Space Storage shares in Q1 2026, an estimated $13K.
  • Heritage Wealth Advisors first reported a position in Extra Space Storage in Q4 2023 and held it in 9 quarters.
  • Heritage Wealth Advisors's Extra Space Storage position peaked at $18K in Q3 2024.
  • 766 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.