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

HHM 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 Q2	$112K	Hold	772	–	–	0.01%	277
2026 Q1	$101K	Hold	772	–	–	0.01%	266
2025 Q4	$101K	Hold	772	–	–	0.01%	271
2025 Q3	$109K	Sell	772 -88	-10%	-$12.6K	0.01%	272
2025 Q2	$127K	Sell	860 -1	-0.1%	-$146	0.02%	253
2025 Q1	$128K	Hold	861	–	–	0.02%	237
2024 Q4	$129K	Hold	861	–	–	0.02%	233
2024 Q3	$155K	Buy	861 +89	+12%	+$15K	0.02%	207
2024 Q2	$120K	Buy	772 +689	+830%	+$100K	0.02%	223
2024 Q1	$12.2K	Hold	83	–	–	﹤0.01%	488
2023 Q4	$13.3K	Hold	83	–	–	﹤0.01%	471
2023 Q3	$10.1K	Hold	83	–	–	﹤0.01%	504
2023 Q2	$12.4K	Sell	83 -8	-9%	-$1.2K	﹤0.01%	492
2023 Q1	$14.8K	Buy	91 +12	+15%	+$1.89K	﹤0.01%	455
2022 Q4	$11.6K	Buy	79 +21	+36%	+$3.36K	﹤0.01%	431
2022 Q3	$10K	Buy	58 +31	+115%	+$5.86K	﹤0.01%	435
2022 Q2	$5K	Hold	27	–	–	﹤0.01%	635
2022 Q1	$6K	Buy	+27	New	+$5.37K	﹤0.01%	590

Other funds holding EXR

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

HHM Wealth Advisors's EXR Position: Q2 2026 in Review

HHM Wealth Advisors held its Extra Space Storage (EXR) position steady in Q2 2026 at 772 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #277.

HHM Wealth Advisors first reported a position in EXR in Q1 2022 and has held it in 18 quarters since. The position peaked at $155K in Q3 2024. 196 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

HHM Wealth Advisors held 772 shares of Extra Space Storage worth $112K as of Q2 2026.
HHM Wealth Advisors left its Extra Space Storage share count unchanged in Q2 2026.
Extra Space Storage made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #277 holding.
HHM Wealth Advisors first reported a position in Extra Space Storage in Q1 2022 and has held it in 18 quarters since.
HHM Wealth Advisors's Extra Space Storage position peaked at $155K in Q3 2024.
196 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.