Principia Wealth Advisory’s Extra Space Storage EXR Stock Holding History

Principia Wealth Advisory’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	$1.45K	Sell	10 -5	-33%	-$715	﹤0.01%	679
2026 Q1	$1.97K	Buy	15 +8	+114%	+$1.13K	﹤0.01%	525
2025 Q4	$912	Sell	7 -2	-22%	-$273	﹤0.01%	698
2025 Q3	$1.27K	Buy	9 +6	+200%	+$862	﹤0.01%	560
2025 Q2	$442	Hold	3	–	–	﹤0.01%	760
2025 Q1	$407	Sell	3 -4	-57%	-$607	﹤0.01%	622
2024 Q4	$1.05K	Buy	+7	New	+$1.15K	﹤0.01%	356

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

Principia Wealth Advisory's EXR Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Extra Space Storage (EXR) stake by 33% in Q2 2026, selling an estimated $715 and leaving 10 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #679.

Principia Wealth Advisory first reported a position in EXR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.97K in Q1 2026. 796 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

Principia Wealth Advisory held 10 shares of Extra Space Storage worth $1.45K as of Q2 2026.
Principia Wealth Advisory sold 5 Extra Space Storage shares in Q2 2026, an estimated $715.
Extra Space Storage made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #679 holding.
Principia Wealth Advisory first reported a position in Extra Space Storage in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Extra Space Storage position peaked at $1.97K in Q1 2026.
796 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.