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

Private 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 		$14.1K Sell
97
-21
-18% -$3K ﹤0.01% 482
2026
Q1 		$15.5K Buy
118
+23
+24% +$3.24K ﹤0.01% 396
2025
Q4 		$12.4K Sell
95
-50
-34% -$6.82K ﹤0.01% 452
2025
Q3 		$20.4K Sell
145
-1
-0.7% -$144 0.01% 323
2025
Q2 		$21.5K Buy
146
+7
+5% +$1.02K 0.01% 286
2025
Q1 		$20.6K Buy
139
+1
+0.7% +$152 0.01% 291
2024
Q4 		$20.6K Sell
138
-29
-17% -$4.76K 0.01% 294
2024
Q3 		$30.1K Buy
167
+2
+1% +$338 0.01% 223
2024
Q2 		$25.6K Buy
165
+80
+94% +$11.7K 0.01% 238
2024
Q1 		$12.5K Buy
85
+25
+42% +$3.65K 0.01% 360
2023
Q4 		$9.62K Buy
+60
New +$7.63K ﹤0.01% 414

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

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

Private Wealth Management Group reduced its Extra Space Storage (EXR) stake by 18% in Q2 2026, selling an estimated $3K and leaving 97 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Private Wealth Management Group first reported a position in EXR in Q4 2023 and has held it in 11 quarters since. The position peaked at $30.1K in Q3 2024. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Private Wealth Management Group held 97 shares of Extra Space Storage worth $14.1K as of Q2 2026.
  • Private Wealth Management Group sold 21 Extra Space Storage shares in Q2 2026, an estimated $3K.
  • Extra Space Storage made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #482 holding.
  • Private Wealth Management Group first reported a position in Extra Space Storage in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Extra Space Storage position peaked at $30.1K in Q3 2024.
  • 793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.