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San Luis Wealth Advisors’s Extra Space Storage EXR Stock Holding History

San Luis Wealth Advisors’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 		$1.04M Buy
+7,140
New +$1.02M 0.16% 96
2025
Q2 		– Sell
-3,834
Closed -$569K – 144
2025
Q1 		$569K Buy
+3,834
New +$581K 0.13% 83

Other funds holding EXR

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

San Luis Wealth Advisors's EXR Position: Q2 2026 in Review

San Luis Wealth Advisors opened a new position in Extra Space Storage (EXR) in Q2 2026: 7,140 shares worth $1.04M. The stake represents 0.16% of the portfolio and ranks #96 among its holdings. This is a return to the name: San Luis Wealth Advisors previously reported a position in EXR as recently as Q1 2025.

San Luis Wealth Advisors first reported a position in EXR in Q1 2025 and has held it in 2 quarters since. 98 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • San Luis Wealth Advisors held 7,140 shares of Extra Space Storage worth $1.04M as of Q2 2026.
  • Extra Space Storage was a new San Luis Wealth Advisors position in Q2 2026.
  • Extra Space Storage made up 0.16% of San Luis Wealth Advisors's portfolio in Q2 2026, its #96 holding.
  • San Luis Wealth Advisors first reported a position in Extra Space Storage in Q1 2025 and has held it in 2 quarters since.
  • 98 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.