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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
Q2 		$25.5K Sell
175
-15
-8% -$2.14K ﹤0.01% 729
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SHP Wealth Management's EXR Position: Q2 2026 in Review

SHP Wealth Management reduced its Extra Space Storage (EXR) stake by 7.9% in Q2 2026, selling an estimated $2.14K and leaving 175 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

SHP Wealth Management first reported a position in EXR in Q4 2025 and has held it in 3 quarters since. 802 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • SHP Wealth Management held 175 shares of Extra Space Storage worth $25.5K as of Q2 2026.
  • SHP Wealth Management sold 15 Extra Space Storage shares in Q2 2026, an estimated $2.14K.
  • Extra Space Storage made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #729 holding.
  • SHP Wealth Management first reported a position in Extra Space Storage in Q4 2025 and has held it in 3 quarters since.
  • 802 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.