MSWM
EXR icon

Mowery & Schoenfeld Wealth Management’s Extra Space Storage EXR Stock Holding History

Mowery & Schoenfeld 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
2026
Q1 		– Sell
-30
Closed -$3.91K – 407
2025
Q4 		$3.91K Hold
30
– – 0.01% 351
2025
Q3 		$4.23K Hold
30
– – 0.01% 301
2025
Q2 		$4.42K Hold
30
– – 0.01% 283
2025
Q1 		$4.46K Sell
30
-4
-12% -$607 0.01% 331
2024
Q4 		$5.09K Buy
+34
New +$5.58K 0.01% 303

Other funds holding EXR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Mowery & Schoenfeld Wealth Management's EXR Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Extra Space Storage (EXR) in Q1 2026, closing a stake of 30 shares — an estimated $3.91K sold.

Mowery & Schoenfeld Wealth Management first reported a position in EXR in Q4 2024 and held it in 5 quarters. The position peaked at $5.09K in Q4 2024. 765 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Extra Space Storage position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 30 Extra Space Storage shares in Q1 2026, an estimated $3.91K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Extra Space Storage in Q4 2024 and held it in 5 quarters.
  • Mowery & Schoenfeld Wealth Management's Extra Space Storage position peaked at $5.09K in Q4 2024.
  • 765 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.