Sheets Smith Wealth Management’s Extra Space Storage EXR Stock Holding History

Sheets Smith Wealth Management’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	$203K	Hold	1,542	–	–	0.02%	379
2026 Q2	$224K	Hold	1,542	–	–	0.02%	384
2026 Q1	$202K	Sell	1,542 -4	-0.3%	-$564	0.02%	385
2025 Q4	$201K	Buy	1,546 +5	+0.3%	+$682	0.02%	387
2025 Q3	$217K	Hold	1,541	–	–	0.02%	386
2025 Q2	$227K	Hold	1,541	–	–	0.03%	383
2025 Q1	$229K	Hold	1,541	–	–	0.03%	333
2024 Q4	$231K	Hold	1,541	–	–	0.03%	354
2024 Q3	$278K	Hold	1,541	–	–	0.03%	323
2024 Q2	$239K	Hold	1,541	–	–	0.03%	345
2024 Q1	$227K	Sell	1,541 -68	-4%	-$9.9K	0.03%	354
2023 Q4	$258K	Buy	+1,609	New	+$205K	0.04%	300

Other funds holding EXR

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Sheets Smith Wealth Management's EXR Position: Q3 2026 in Review

Sheets Smith Wealth Management held its Extra Space Storage (EXR) position steady in Q3 2026 at 1,542 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #379.

Sheets Smith Wealth Management first reported a position in EXR in Q4 2023 and has held it in 12 quarters since. The position peaked at $278K in Q3 2024. 164 funds tracked by Wall St. Rank hold EXR as of Q3 2026.

Sheets Smith Wealth Management held 1,542 shares of Extra Space Storage worth $203K as of Q3 2026.
Sheets Smith Wealth Management left its Extra Space Storage share count unchanged in Q3 2026.
Extra Space Storage made up 0.02% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #379 holding.
Sheets Smith Wealth Management first reported a position in Extra Space Storage in Q4 2023 and has held it in 12 quarters since.
Sheets Smith Wealth Management's Extra Space Storage position peaked at $278K in Q3 2024.
164 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.