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 Q3	$640K	Buy	4,865 +461	+10%	+$66.2K	0.13%	93
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Peterson Wealth Services's EXR Position: Q3 2026 in Review

Peterson Wealth Services increased its Extra Space Storage (EXR) stake by 10% in Q3 2026, buying an estimated $66.2K and bringing the position to 4,865 shares worth $640K. The position accounts for 0.13% of the portfolio, ranked #93.

Peterson Wealth Services first reported a position in EXR in Q2 2025 and has held it in 6 quarters since. The position peaked at $640K in Q2 2026. 371 funds tracked by Wall St. Rank hold EXR as of Q3 2026.

Peterson Wealth Services held 4,865 shares of Extra Space Storage worth $640K as of Q3 2026.
Peterson Wealth Services bought 461 Extra Space Storage shares in Q3 2026, an estimated $66.2K.
Extra Space Storage made up 0.13% of Peterson Wealth Services's portfolio in Q3 2026, its #93 holding.
Peterson Wealth Services first reported a position in Extra Space Storage in Q2 2025 and has held it in 6 quarters since.
Peterson Wealth Services's Extra Space Storage position peaked at $640K in Q2 2026.
371 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.