RWS
EXR icon

Retirement Wealth Solutions’s Extra Space Storage EXR Stock Holding History

Retirement Wealth Solutions’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
Q3 		$937 Hold
7
– – ﹤0.01% 752
2026
Q2 		$1.03K Hold
7
– – ﹤0.01% 638
2026
Q1 		$925 Buy
7
+3
+75% +$423 ﹤0.01% 654
2025
Q4 		$524 Hold
4
– – ﹤0.01% 672
2025
Q3 		$566 Buy
4
+3
+300% +$431 ﹤0.01% 678
2025
Q2 		$148 Hold
1
– – ﹤0.01% 409
2025
Q1 		$147 Hold
1
– – ﹤0.01% 395
2024
Q4 		$144 Buy
+1
New +$164 ﹤0.01% 400

Other funds holding EXR

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Retirement Wealth Solutions's EXR Position: Q3 2026 in Review

Retirement Wealth Solutions held its Extra Space Storage (EXR) position steady in Q3 2026 at 7 shares worth $937. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Retirement Wealth Solutions first reported a position in EXR in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.03K in Q2 2026. 28 funds tracked by Wall St. Rank hold EXR as of Q3 2026.

  • Retirement Wealth Solutions held 7 shares of Extra Space Storage worth $937 as of Q3 2026.
  • Retirement Wealth Solutions left its Extra Space Storage share count unchanged in Q3 2026.
  • Extra Space Storage made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #752 holding.
  • Retirement Wealth Solutions first reported a position in Extra Space Storage in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's Extra Space Storage position peaked at $1.03K in Q2 2026.
  • 28 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.