Premier Path Wealth Partners’s Extra Space Storage EXR Stock Holding History

Premier Path Wealth Partners’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	-2,400	Closed	-$315K	–	405
2026 Q1	$315K	Buy	2,400 +592	+33%	+$83.4K	0.04%	338
2025 Q4	$235K	Buy	+1,808	New	+$247K	0.03%	365
2025 Q2	–	Sell	-1,646	Closed	-$244K	–	391
2025 Q1	$244K	Buy	+1,646	New	+$250K	0.04%	337
2024 Q4	–	Sell	-1,446	Closed	-$261K	–	374
2024 Q3	$261K	Buy	+1,446	New	+$244K	0.04%	324

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 $3.38T AUM 44.17% 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

Premier Path Wealth Partners's EXR Position: Q2 2026 in Review

Premier Path Wealth Partners sold out of Extra Space Storage (EXR) in Q2 2026, closing a stake of 2,400 shares — an estimated $315K sold.

Premier Path Wealth Partners first reported a position in EXR in Q3 2024 and held it in 4 quarters. The position peaked at $315K in Q1 2026. 803 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

Premier Path Wealth Partners reported no remaining Extra Space Storage position as of Q2 2026 after selling out during the quarter.
Premier Path Wealth Partners sold 2,400 Extra Space Storage shares in Q2 2026, an estimated $315K.
Premier Path Wealth Partners first reported a position in Extra Space Storage in Q3 2024 and held it in 4 quarters.
Premier Path Wealth Partners's Extra Space Storage position peaked at $315K in Q1 2026.
803 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.