PWMG
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Prestige Wealth Management Group’s Extra Space Storage EXR Stock Holding History

Prestige Wealth Management Group’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 		$224K Sell
1,543
-1,074
-41% -$154K 0.04% 158
2026
Q1 		$343K Buy
2,617
+2,558
+4,336% +$361K 0.07% 129
2025
Q4 		$7.68K Sell
59
-3,069
-98% -$418K ﹤0.01% 493
2025
Q3 		$441K Buy
3,128
+88
+3% +$12.6K 0.09% 115
2025
Q2 		$448K Sell
3,040
-69
-2% -$10K 0.09% 109
2025
Q1 		$462K Buy
3,109
+89
+3% +$13.5K 0.1% 100
2024
Q4 		$452K Buy
3,020
+283
+10% +$46.4K 0.09% 104
2024
Q3 		$493K Buy
2,737
+2,634
+2,557% +$445K 0.1% 98
2024
Q2 		$16K Sell
103
-2,518
-96% -$367K ﹤0.01% 342
2024
Q1 		$385K Buy
2,621
+2,524
+2,602% +$368K 0.08% 107
2023
Q4 		$15.6K Sell
97
-14
-13% -$1.78K ﹤0.01% 367
2023
Q3 		$13.5K Buy
111
+16
+17% +$2.15K ﹤0.01% 386
2023
Q2 		$14.1K Sell
95
-32
-25% -$4.81K ﹤0.01% 404
2023
Q1 		$20.7K Buy
127
+3
+2% +$471 0.01% 335
2022
Q4 		$18.3K Sell
124
-7
-5% -$1.12K ﹤0.01% 362
2022
Q3 		$22K Buy
131
+7
+6% +$1.32K 0.01% 301
2022
Q2 		$21K Hold
124
– – 0.01% 318
2022
Q1 		$25K Sell
124
-1
-0.8% -$199 0.01% 310
2021
Q4 		$28K Hold
125
– – 0.01% 326
2021
Q3 		$21K Hold
125
– – 0.01% 365
2021
Q2 		$20K Hold
125
– – 0.01% 361
2021
Q1 		$17K Hold
125
– – ﹤0.01% 379
2020
Q4 		$14K Sell
125
-57
-31% -$6.49K ﹤0.01% 400
2020
Q3 		$19K Buy
182
+24
+15% +$2.48K 0.01% 359
2020
Q2 		$15K Buy
158
+17
+12% +$1.58K 0.01% 371
2020
Q1 		$14K Buy
+141
New +$14.7K 0.01% 329
2019
Q1 		– Sell
-40
Closed -$4K – 711
2018
Q4 		$4K Buy
+40
New +$3.64K ﹤0.01% 638

Other funds holding EXR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Prestige Wealth Management Group's EXR Position: Q2 2026 in Review

Prestige Wealth Management Group reduced its Extra Space Storage (EXR) stake by 41% in Q2 2026, selling an estimated $154K and leaving 1,543 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #158.

Prestige Wealth Management Group first reported a position in EXR in Q4 2018 and has held it in 27 quarters since. The position peaked at $493K in Q3 2024. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Prestige Wealth Management Group held 1,543 shares of Extra Space Storage worth $224K as of Q2 2026.
  • Prestige Wealth Management Group sold 1,074 Extra Space Storage shares in Q2 2026, an estimated $154K.
  • Extra Space Storage made up 0.04% of Prestige Wealth Management Group's portfolio in Q2 2026, its #158 holding.
  • Prestige Wealth Management Group first reported a position in Extra Space Storage in Q4 2018 and has held it in 27 quarters since.
  • Prestige Wealth Management Group's Extra Space Storage position peaked at $493K in Q3 2024.
  • 793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.