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Peterson Wealth Services’s Extra Space Storage EXR Stock Holding History

Peterson 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 		$640K Buy
4,404
+170
+4% +$24.3K 0.14% 94
2026
Q1 		$555K Buy
4,234
+369
+10% +$52K 0.14% 91
2025
Q4 		$503K Sell
3,865
-21,009
-84% -$2.86M 0.13% 95
2025
Q3 		$543K Buy
24,874
+21,320
+600% +$3.06M 0.13% 93
2025
Q2 		$524K Buy
+3,554
New +$517K 0.14% 90

Other funds holding EXR

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Peterson Wealth Services's EXR Position: Q2 2026 in Review

Peterson Wealth Services increased its Extra Space Storage (EXR) stake by 4% in Q2 2026, buying an estimated $24.3K and bringing the position to 4,404 shares worth $640K. The position accounts for 0.14% of the portfolio, ranked #94.

Peterson Wealth Services first reported a position in EXR in Q2 2025 and has held it in 5 quarters since. 275 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Peterson Wealth Services held 4,404 shares of Extra Space Storage worth $640K as of Q2 2026.
  • Peterson Wealth Services bought 170 Extra Space Storage shares in Q2 2026, an estimated $24.3K.
  • Extra Space Storage made up 0.14% of Peterson Wealth Services's portfolio in Q2 2026, its #94 holding.
  • Peterson Wealth Services first reported a position in Extra Space Storage in Q2 2025 and has held it in 5 quarters since.
  • 275 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.