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Kestra Private Wealth Services’s Extra Space Storage EXR Stock Holding History

Kestra Private Wealth Services’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 		$1.16M Sell
8,016
-500
-6% -$71.5K 0.01% 819
2026
Q1 		$1.12M Sell
8,516
-25
-0.3% -$3.52K 0.01% 781
2025
Q4 		$1.11M Buy
8,541
+6,145
+256% +$838K 0.01% 766
2025
Q3 		$338K Buy
2,396
+173
+8% +$24.8K ﹤0.01% 1303
2025
Q2 		$328K Buy
2,223
+39
+2% +$5.67K ﹤0.01% 1234
2025
Q1 		$324K Buy
2,184
+37
+2% +$5.61K 0.01% 1165
2024
Q4 		$321K Sell
2,147
-1,815
-46% -$298K 0.01% 1106
2024
Q3 		$714K Buy
3,962
+636
+19% +$107K 0.01% 742
2024
Q2 		$517K Sell
3,326
-4,920
-60% -$717K 0.01% 817
2024
Q1 		$1.21M Buy
8,246
+6,391
+345% +$932K 0.03% 505
2023
Q4 		$297K Buy
+1,855
New +$236K 0.01% 948

Other funds holding EXR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kestra Private Wealth Services's EXR Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Extra Space Storage (EXR) stake by 5.9% in Q2 2026, selling an estimated $71.5K and leaving 8,016 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #819.

Kestra Private Wealth Services first reported a position in EXR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.21M in Q1 2024. 802 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Kestra Private Wealth Services held 8,016 shares of Extra Space Storage worth $1.16M as of Q2 2026.
  • Kestra Private Wealth Services sold 500 Extra Space Storage shares in Q2 2026, an estimated $71.5K.
  • Extra Space Storage made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #819 holding.
  • Kestra Private Wealth Services first reported a position in Extra Space Storage in Q4 2023 and has held it in 11 quarters since.
  • Kestra Private Wealth Services's Extra Space Storage position peaked at $1.21M in Q1 2024.
  • 802 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.