SMART Wealth’s Extra Space Storage EXR Stock Holding History

SMART Wealth’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
2025 Q2	–	Sell	-2,438	Closed	-$362K	–	176
2025 Q1	$362K	Buy	2,438 +113	+5%	+$17.1K	0.13%	113
2024 Q4	$348K	Sell	2,325 -2,620	-53%	-$430K	0.12%	116
2024 Q3	$891K	Buy	4,945 +871	+21%	+$147K	0.35%	63
2024 Q2	$633K	Buy	4,074 +1,038	+34%	+$151K	0.26%	69
2024 Q1	$446K	Buy	+3,036	New	+$443K	0.2%	71

Other funds holding EXR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

SMART Wealth's EXR Position: Q2 2025 in Review

SMART Wealth sold out of Extra Space Storage (EXR) in Q2 2025, closing a stake of 2,438 shares — an estimated $362K sold.

SMART Wealth first reported a position in EXR in Q1 2024 and held it in 5 quarters. The position peaked at $891K in Q3 2024. 809 funds tracked by Wall St. Rank hold EXR as of Q2 2025.

SMART Wealth reported no remaining Extra Space Storage position as of Q2 2025 after selling out during the quarter.
SMART Wealth sold 2,438 Extra Space Storage shares in Q2 2025, an estimated $362K.
SMART Wealth first reported a position in Extra Space Storage in Q1 2024 and held it in 5 quarters.
SMART Wealth's Extra Space Storage position peaked at $891K in Q3 2024.
809 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2025.

Based on SMART Wealth's 13F filing for Q2 2025, filed 13 Aug 2025.