Horst & Graben Wealth Management’s Extra Space Storage EXR Stock Holding History

Horst & Graben 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	$400K	Buy	2,717 +5	+0.2%	+$715	0.05%	138
2026 Q1	$378K	Buy	2,712 +15	+0.6%	+$2.11K	0.05%	137
2025 Q4	$351K	Sell	2,697 -1	-0%	-$136	0.05%	128
2025 Q3	$380K	Buy	2,698 +17	+0.6%	+$2.44K	0.06%	125
2025 Q2	$395K	Sell	2,681 -15	-0.6%	-$2.18K	0.07%	115
2025 Q1	$400K	Sell	2,696 -10	-0.4%	-$1.52K	0.07%	109
2024 Q4	$405K	Buy	2,706 +25	+0.9%	+$4.1K	0.07%	102
2024 Q3	$483K	Hold	2,681	–	–	0.09%	91
2024 Q2	$417K	Hold	2,681	–	–	0.08%	93
2024 Q1	$394K	Hold	2,681	–	–	0.08%	96
2023 Q4	$430K	Sell	2,681 -1	-0%	-$127	0.09%	87
2023 Q3	$326K	Buy	2,682 +1	+0%	+$134	0.08%	101
2023 Q2	$399K	Hold	2,681	–	–	0.1%	84
2023 Q1	$437K	Hold	2,681	–	–	0.11%	79
2022 Q4	$395K	Hold	2,681	–	–	0.1%	87
2022 Q3	$463K	Hold	2,681	–	–	0.13%	76
2022 Q2	$456K	Hold	2,681	–	–	0.12%	82
2022 Q1	$551K	Hold	2,681	–	–	0.13%	77
2021 Q4	$608K	Hold	2,681	–	–	0.15%	70
2021 Q3	$450K	Buy	2,681 +19	+0.7%	+$3.36K	0.12%	81
2021 Q2	$436K	Hold	2,662	–	–	0.12%	86
2021 Q1	$353K	Hold	2,662	–	–	0.11%	100
2020 Q4	$308K	Hold	2,662	–	–	0.11%	92
2020 Q3	$285K	Hold	2,662	–	–	0.11%	93
2020 Q2	$246K	Hold	2,662	–	–	0.11%	87
2020 Q1	$255K	Buy	+2,662	New	+$277K	0.13%	78

Other funds holding EXR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Horst & Graben Wealth Management's EXR Position: Q2 2026 in Review

Horst & Graben Wealth Management increased its Extra Space Storage (EXR) stake by 0.18% in Q2 2026, buying an estimated $715 and bringing the position to 2,717 shares worth $400K. The position accounts for 0.05% of the portfolio, ranked #138.

Horst & Graben Wealth Management first reported a position in EXR in Q1 2020 and has held it in 26 quarters since. The position peaked at $608K in Q4 2021. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

Horst & Graben Wealth Management held 2,717 shares of Extra Space Storage worth $400K as of Q2 2026.
Horst & Graben Wealth Management bought 5 Extra Space Storage shares in Q2 2026, an estimated $715.
Extra Space Storage made up 0.05% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #138 holding.
Horst & Graben Wealth Management first reported a position in Extra Space Storage in Q1 2020 and has held it in 26 quarters since.
Horst & Graben Wealth Management's Extra Space Storage position peaked at $608K in Q4 2021.
793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.