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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Premier Path Wealth Partners's EXR Position: Q1 2026 in Review

Premier Path Wealth Partners increased its Extra Space Storage (EXR) stake by 33% in Q1 2026, buying an estimated $83.4K and bringing the position to 2,400 shares worth $315K. The position accounts for 0.04% of the portfolio, ranked #338.

Premier Path Wealth Partners first reported a position in EXR in Q3 2024 and has held it in 4 quarters since. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

Premier Path Wealth Partners held 2,400 shares of Extra Space Storage worth $315K as of Q1 2026.
Premier Path Wealth Partners bought 592 Extra Space Storage shares in Q1 2026, an estimated $83.4K.
Extra Space Storage made up 0.04% of Premier Path Wealth Partners's portfolio in Q1 2026, its #338 holding.
Premier Path Wealth Partners first reported a position in Extra Space Storage in Q3 2024 and has held it in 4 quarters since.
763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.