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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kestra Private Wealth Services's EXR Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Extra Space Storage (EXR) stake by 0.29% in Q1 2026, selling an estimated $3.52K and leaving 8,516 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #781.

Kestra Private Wealth Services first reported a position in EXR in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.21M in Q1 2024. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

Kestra Private Wealth Services held 8,516 shares of Extra Space Storage worth $1.12M as of Q1 2026.
Kestra Private Wealth Services sold 25 Extra Space Storage shares in Q1 2026, an estimated $3.52K.
Extra Space Storage made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #781 holding.
Kestra Private Wealth Services first reported a position in Extra Space Storage in Q4 2023 and has held it in 10 quarters since.
Kestra Private Wealth Services's Extra Space Storage position peaked at $1.21M in Q1 2024.
763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.