Sagespring Wealth Partners’s Extra Space Storage EXR Stock Holding History

Sagespring 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 Q2	$273K	Buy	+1,881	New	+$269K	﹤0.01%	725
2025 Q4	–	Sell	-1,639	Closed	-$231K	–	789
2025 Q3	$231K	Sell	1,639 -371	-18%	-$53.3K	﹤0.01%	688
2025 Q2	$296K	Sell	2,010 -329	-14%	-$47.9K	0.01%	585
2025 Q1	$347K	Buy	2,339 +638	+38%	+$96.7K	0.01%	471
2024 Q4	$254K	Buy	+1,701	New	+$279K	0.01%	521

Other funds holding EXR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sagespring Wealth Partners's EXR Position: Q2 2026 in Review

Sagespring Wealth Partners opened a new position in Extra Space Storage (EXR) in Q2 2026: 1,881 shares worth $273K. The stake represents ﹤0.01% of the portfolio and ranks #725 among its holdings. This is a return to the name: Sagespring Wealth Partners previously reported a position in EXR as recently as Q3 2025.

Sagespring Wealth Partners first reported a position in EXR in Q4 2024 and has held it in 5 quarters since. The position peaked at $347K in Q1 2025. 429 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

Sagespring Wealth Partners held 1,881 shares of Extra Space Storage worth $273K as of Q2 2026.
Extra Space Storage was a new Sagespring Wealth Partners position in Q2 2026.
Extra Space Storage made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #725 holding.
Sagespring Wealth Partners first reported a position in Extra Space Storage in Q4 2024 and has held it in 5 quarters since.
Sagespring Wealth Partners's Extra Space Storage position peaked at $347K in Q1 2025.
429 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.