McKinley Carter Wealth Services’s Extra Space Storage EXR Stock Holding History

McKinley Carter 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	$555K	Buy	3,818 +1	+0%	+$143	0.03%	229
2026 Q1	$501K	Buy	3,817 +7	+0.2%	+$987	0.03%	219
2025 Q4	$496K	Sell	3,810 -528	-12%	-$72K	0.03%	220
2025 Q3	$611K	Buy	4,338 +17	+0.4%	+$2.44K	0.03%	200
2025 Q2	$637K	Hold	4,321	–	–	0.04%	193
2025 Q1	$642K	Hold	4,321	–	–	0.04%	187
2024 Q4	$646K	Hold	4,321	–	–	0.04%	182
2024 Q3	$779K	Hold	4,321	–	–	0.05%	177
2024 Q2	$672K	Hold	4,321	–	–	0.04%	182
2024 Q1	$635K	Hold	4,321	–	–	0.04%	192
2023 Q4	$693K	Hold	4,321	–	–	0.05%	172
2023 Q3	$525K	Buy	+4,321	New	+$580K	0.04%	197

Other funds holding EXR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

McKinley Carter Wealth Services's EXR Position: Q2 2026 in Review

McKinley Carter Wealth Services increased its Extra Space Storage (EXR) stake by 0.03% in Q2 2026, buying an estimated $143 and bringing the position to 3,818 shares worth $555K. The position accounts for 0.03% of the portfolio, ranked #229.

McKinley Carter Wealth Services first reported a position in EXR in Q3 2023 and has held it in 12 quarters since. The position peaked at $779K in Q3 2024. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

McKinley Carter Wealth Services held 3,818 shares of Extra Space Storage worth $555K as of Q2 2026.
McKinley Carter Wealth Services bought 1 Extra Space Storage share in Q2 2026, an estimated $143.
Extra Space Storage made up 0.03% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #229 holding.
McKinley Carter Wealth Services first reported a position in Extra Space Storage in Q3 2023 and has held it in 12 quarters since.
McKinley Carter Wealth Services's Extra Space Storage position peaked at $779K in Q3 2024.
793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

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