SSWM
EXR icon

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
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% -$9.91K 0.03% 354
2023
Q4 		$258K Buy
+1,609
New +$205K 0.04% 300

Other funds holding EXR

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sheets Smith Wealth Management's EXR Position: Q2 2026 in Review

Sheets Smith Wealth Management held its Extra Space Storage (EXR) position steady in Q2 2026 at 1,542 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #384.

Sheets Smith Wealth Management first reported a position in EXR in Q4 2023 and has held it in 11 quarters since. The position peaked at $278K in Q3 2024. 88 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Sheets Smith Wealth Management held 1,542 shares of Extra Space Storage worth $224K as of Q2 2026.
  • Sheets Smith Wealth Management left its Extra Space Storage share count unchanged in Q2 2026.
  • Extra Space Storage made up 0.02% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #384 holding.
  • Sheets Smith Wealth Management first reported a position in Extra Space Storage in Q4 2023 and has held it in 11 quarters since.
  • Sheets Smith Wealth Management's Extra Space Storage position peaked at $278K in Q3 2024.
  • 88 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.