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Journey Strategic Wealth’s Extra Space Storage EXR Stock Holding History

Journey Strategic Wealth’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 		$249K Buy
+1,902
New +$268K 0.01% 649
2025
Q4 		– Sell
-2,268
Closed -$320K – 792
2025
Q3 		$320K Buy
2,268
+669
+42% +$96.1K 0.01% 452
2025
Q2 		$236K Buy
+1,599
New +$233K 0.01% 536
2024
Q4 		– Sell
-1,158
Closed -$209K – 522
2024
Q3 		$209K Buy
+1,158
New +$195K 0.01% 460

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 $204B AUM 27.99% 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

Journey Strategic Wealth's EXR Position: Q1 2026 in Review

Journey Strategic Wealth opened a new position in Extra Space Storage (EXR) in Q1 2026: 1,902 shares worth $249K. The stake represents 0.01% of the portfolio and ranks #649 among its holdings. This is a return to the name: Journey Strategic Wealth previously reported a position in EXR as recently as Q3 2025.

Journey Strategic Wealth first reported a position in EXR in Q3 2024 and has held it in 4 quarters since. The position peaked at $320K in Q3 2025. 764 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Journey Strategic Wealth held 1,902 shares of Extra Space Storage worth $249K as of Q1 2026.
  • Extra Space Storage was a new Journey Strategic Wealth position in Q1 2026.
  • Extra Space Storage made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #649 holding.
  • Journey Strategic Wealth first reported a position in Extra Space Storage in Q3 2024 and has held it in 4 quarters since.
  • Journey Strategic Wealth's Extra Space Storage position peaked at $320K in Q3 2025.
  • 764 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.