JTWM
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Jackson Thornton Wealth Management’s Extra Space Storage EXR Stock Holding History

Jackson Thornton 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
Q1 		– Sell
-1,621
Closed -$220K – 304
2025
Q4 		$220K Sell
1,621
-413
-20% -$56.3K 0.02% 284
2025
Q3 		$290K Buy
+2,034
New +$292K 0.03% 193

Other funds holding EXR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jackson Thornton Wealth Management's EXR Position: Q1 2026 in Review

Jackson Thornton Wealth Management sold out of Extra Space Storage (EXR) in Q1 2026, closing a stake of 1,621 shares — an estimated $220K sold.

Jackson Thornton Wealth Management first reported a position in EXR in Q3 2025 and held it in 2 quarters. The position peaked at $290K in Q3 2025. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Jackson Thornton Wealth Management reported no remaining Extra Space Storage position as of Q1 2026 after selling out during the quarter.
  • Jackson Thornton Wealth Management sold 1,621 Extra Space Storage shares in Q1 2026, an estimated $220K.
  • Jackson Thornton Wealth Management first reported a position in Extra Space Storage in Q3 2025 and held it in 2 quarters.
  • Jackson Thornton Wealth Management's Extra Space Storage position peaked at $290K in Q3 2025.
  • 763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.