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

Portus 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 Q2	–	Sell	-14	Closed	-$1.84K	–	209
2026 Q1	$1.84K	Buy	+14	New	+$1.97K	﹤0.01%	288

Other funds holding EXR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Portus Wealth Advisors's EXR Position: Q2 2026 in Review

Portus Wealth Advisors sold out of Extra Space Storage (EXR) in Q2 2026, closing a stake of 14 shares — an estimated $1.84K sold.

Portus Wealth Advisors first reported a position in EXR in Q1 2026 and held it in 1 quarter. The position peaked at $1.84K in Q1 2026. 796 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

Portus Wealth Advisors reported no remaining Extra Space Storage position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 14 Extra Space Storage shares in Q2 2026, an estimated $1.84K.
Portus Wealth Advisors first reported a position in Extra Space Storage in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Extra Space Storage position peaked at $1.84K in Q1 2026.
796 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.