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SHP Wealth Management’s Extra Space Storage EXR Stock Holding History

SHP 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
Q1 		$24.9K Buy
190
+33
+21% +$4.65K ﹤0.01% 672
2025
Q4 		$20.5K Buy
+157
New +$21.4K ﹤0.01% 681

Other funds holding EXR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SHP Wealth Management's EXR Position: Q1 2026 in Review

SHP Wealth Management increased its Extra Space Storage (EXR) stake by 21% in Q1 2026, buying an estimated $4.65K and bringing the position to 190 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

SHP Wealth Management first reported a position in EXR in Q4 2025 and has held it in 2 quarters since. 765 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • SHP Wealth Management held 190 shares of Extra Space Storage worth $24.9K as of Q1 2026.
  • SHP Wealth Management bought 33 Extra Space Storage shares in Q1 2026, an estimated $4.65K.
  • Extra Space Storage made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #672 holding.
  • SHP Wealth Management first reported a position in Extra Space Storage in Q4 2025 and has held it in 2 quarters since.
  • 765 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.