NWWA
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New Wave Wealth Advisors’s Extra Space Storage EXR Stock Holding History

New Wave Wealth Advisors’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
Q1 		– Sell
-39
Closed -$5.86K – 306
2024
Q4 		$5.86K Buy
+39
New +$6.39K ﹤0.01% 416

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

New Wave Wealth Advisors's EXR Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Extra Space Storage (EXR) in Q1 2025, closing a stake of 39 shares — an estimated $5.86K sold.

New Wave Wealth Advisors first reported a position in EXR in Q4 2024 and held it in 1 quarter. The position peaked at $5.86K in Q4 2024. 801 funds tracked by Wall St. Rank hold EXR as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Extra Space Storage position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 39 Extra Space Storage shares in Q1 2025, an estimated $5.86K.
  • New Wave Wealth Advisors first reported a position in Extra Space Storage in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Extra Space Storage position peaked at $5.86K in Q4 2024.
  • 801 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.