Modern Wealth Management’s Extra Space Storage EXR Stock Holding History

Modern 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
2025 Q4	–	Sell	-13,095	Closed	-$1.85M	–	862
2025 Q3	$1.85M	Buy	13,095 +360	+3%	+$51.7K	0.04%	291
2025 Q2	$1.88M	Buy	12,735 +268	+2%	+$39K	0.05%	270
2025 Q1	$1.85M	Buy	12,467 +1,060	+9%	+$161K	0.06%	217
2024 Q4	$1.71M	Sell	11,407 -238	-2%	-$39K	0.06%	197
2024 Q3	$2.1M	Buy	11,645 +716	+7%	+$121K	0.13%	108
2024 Q2	$1.7M	Buy	10,929 +891	+9%	+$130K	0.13%	98
2024 Q1	$1.48M	Buy	+10,038	New	+$1.46M	0.14%	94

Other funds holding EXR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Modern Wealth Management's EXR Position: Q4 2025 in Review

Modern Wealth Management sold out of Extra Space Storage (EXR) in Q4 2025, closing a stake of 13,095 shares — an estimated $1.85M sold.

Modern Wealth Management first reported a position in EXR in Q1 2024 and held it in 7 quarters. The position peaked at $2.1M in Q3 2024. 744 funds tracked by Wall St. Rank hold EXR as of Q4 2025.

Modern Wealth Management reported no remaining Extra Space Storage position as of Q4 2025 after selling out during the quarter.
Modern Wealth Management sold 13,095 Extra Space Storage shares in Q4 2025, an estimated $1.85M.
Modern Wealth Management first reported a position in Extra Space Storage in Q1 2024 and held it in 7 quarters.
Modern Wealth Management's Extra Space Storage position peaked at $2.1M in Q3 2024.
744 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2025.

Based on Modern Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.