Physician Wealth Advisors
EXR icon

Physician Wealth Advisors’s Extra Space Storage EXR Stock Holding History

Physician 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
2026
Q3 		$1.44M Buy
10,957
+30
+0.3% +$4.31K 0.17% 64
2026
Q2 		$1.59M Buy
10,927
+15
+0.1% +$2.14K 0.19% 62
2026
Q1 		$1.43M Buy
10,912
+28
+0.3% +$3.95K 0.2% 59
2025
Q4 		$1.42M Buy
10,884
+18
+0.2% +$2.45K 0.2% 58
2025
Q3 		$1.53M Sell
10,866
-207
-2% -$29.7K 0.22% 56
2025
Q2 		$1.63M Buy
11,073
+13
+0.1% +$1.89K 0.26% 54
2025
Q1 		$1.64M Sell
11,060
-57
-0.5% -$8.64K 0.28% 51
2024
Q4 		$1.66M Sell
11,117
-120
-1% -$19.7K 0.28% 53
2024
Q3 		$1.92M Buy
11,237
+431
+4% +$72.7K 0.35% 45
2024
Q2 		$1.78M Buy
10,806
+40
+0.4% +$5.83K 0.33% 46
2024
Q1 		$1.46M Buy
10,766
+41
+0.4% +$5.98K 0.31% 49
2023
Q4 		$1.59M Buy
10,725
+38
+0.4% +$4.83K 0.36% 46
2023
Q3 		$1.29M Buy
10,687
+44
+0.4% +$5.91K 0.33% 46
2023
Q2 		$1.6M Buy
10,643
+27
+0.3% +$4.06K 0.4% 37
2023
Q1 		$1.63M Buy
10,616
+38
+0.4% +$5.97K 0.43% 35
2022
Q4 		$1.61M Sell
10,578
-19
-0.2% -$3.04K 0.43% 37
2022
Q3 		$1.89M Sell
10,597
-42
-0.4% -$7.94K 0.58% 30
2022
Q2 		$2.01M Sell
10,639
-563
-5% -$104K 0.58% 31
2022
Q1 		$2.19M Sell
11,202
-527
-4% -$105K 0.58% 33
2021
Q4 		$2.44M Sell
11,729
-41
-0.3% -$8.12K 0.64% 32
2021
Q3 		$2.15M Buy
11,770
+227
+2% +$40.1K 0.59% 33
2021
Q2 		$1.95M Hold
11,543
– – 0.56% 37
2021
Q1 		$1.56M Hold
11,543
– – 0.51% 38
2020
Q4 		$1.37M Buy
11,543
+1,666
+17% +$190K 0.46% 38
2020
Q3 		$1.14M Hold
9,877
– – 0.46% 37
2020
Q2 		$1.04M Buy
9,877
+1,000
+11% +$93K 0.42% 43
2020
Q1 		$812K Buy
8,877
+5,344
+151% +$556K 0.41% 44
2019
Q4 		$382K Buy
+3,533
New +$385K 0.17% 71

Other funds holding EXR

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return

Physician Wealth Advisors's EXR Position: Q3 2026 in Review

Physician Wealth Advisors increased its Extra Space Storage (EXR) stake by 0.27% in Q3 2026, buying an estimated $4.31K and bringing the position to 10,957 shares worth $1.44M. The position accounts for 0.17% of the portfolio, ranked #64.

Physician Wealth Advisors first reported a position in EXR in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.44M in Q4 2021. 465 funds tracked by Wall St. Rank hold EXR as of Q3 2026.

  • Physician Wealth Advisors held 10,957 shares of Extra Space Storage worth $1.44M as of Q3 2026.
  • Physician Wealth Advisors bought 30 Extra Space Storage shares in Q3 2026, an estimated $4.31K.
  • Extra Space Storage made up 0.17% of Physician Wealth Advisors's portfolio in Q3 2026, its #64 holding.
  • Physician Wealth Advisors first reported a position in Extra Space Storage in Q4 2019 and has held it in 28 quarters since.
  • Physician Wealth Advisors's Extra Space Storage position peaked at $2.44M in Q4 2021.
  • 465 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.