JWCA
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J.W. Cole Advisors’s Extra Space Storage EXR Stock Holding History

J.W. Cole 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 		$600K Sell
4,127
-836
-17% -$119K 0.01% 947
2026
Q1 		$651K Buy
4,963
+14
+0.3% +$1.97K 0.02% 466
2025
Q4 		$611K Sell
4,949
-24
-0.5% -$3.27K 0.01% 825
2025
Q3 		$701K Buy
4,973
+142
+3% +$20.4K 0.01% 861
2025
Q2 		$712K Buy
4,831
+150
+3% +$21.8K 0.02% 797
2025
Q1 		$695K Buy
+4,681
New +$710K 0.02% 666
2023
Q4 		– Sell
-1,820
Closed -$221K – 829
2023
Q3 		$221K Sell
1,820
-851
-32% -$114K 0.02% 651
2023
Q2 		$398K Sell
2,671
-211
-7% -$31.7K 0.03% 489
2023
Q1 		$470K Sell
2,882
-501
-15% -$78.7K 0.03% 464
2022
Q4 		$498K Sell
3,383
-247
-7% -$39.5K 0.04% 420
2022
Q3 		$627K Sell
3,630
-28
-0.8% -$5.29K 0.05% 347
2022
Q2 		$622K Buy
3,658
+360
+11% +$66.7K 0.05% 354
2022
Q1 		$678K Buy
3,298
+848
+35% +$169K 0.05% 374
2021
Q4 		$555K Buy
+2,450
New +$486K 0.04% 425
2020
Q4 		– Sell
-3,688
Closed -$395K – 710
2020
Q3 		$395K Buy
+3,688
New +$381K 0.03% 474

Other funds holding EXR

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

J.W. Cole Advisors's EXR Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Extra Space Storage (EXR) stake by 17% in Q2 2026, selling an estimated $119K and leaving 4,127 shares worth $600K. The position accounts for 0.01% of the portfolio, ranked #947.

J.W. Cole Advisors first reported a position in EXR in Q3 2020 and has held it in 15 quarters since. The position peaked at $712K in Q2 2025. 275 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • J.W. Cole Advisors held 4,127 shares of Extra Space Storage worth $600K as of Q2 2026.
  • J.W. Cole Advisors sold 836 Extra Space Storage shares in Q2 2026, an estimated $119K.
  • Extra Space Storage made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #947 holding.
  • J.W. Cole Advisors first reported a position in Extra Space Storage in Q3 2020 and has held it in 15 quarters since.
  • J.W. Cole Advisors's Extra Space Storage position peaked at $712K in Q2 2025.
  • 275 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.