Sound Income Strategies’s Extra Space Storage EXR Stock Holding History

Sound Income Strategies’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	–	Sell	-392	Closed	-$51.9K	–	1070
2026 Q1	$51.9K	Hold	392	–	–	﹤0.01%	803
2025 Q4	$58.4K	Sell	392 -200	-34%	-$27.3K	﹤0.01%	738
2025 Q3	$84.7K	Sell	592 -106	-15%	-$15.2K	﹤0.01%	436
2025 Q2	$103K	Buy	698 +652	+1,417%	+$94.9K	0.01%	377
2025 Q1	$6.83K	Buy	46 +36	+360%	+$5.46K	﹤0.01%	996
2024 Q4	$1.5K	Hold	10	–	–	﹤0.01%	1219
2024 Q3	$1.8K	Hold	10	–	–	﹤0.01%	1147
2024 Q2	$1.55K	Hold	10	–	–	﹤0.01%	1141
2024 Q1	$1.47K	Hold	10	–	–	﹤0.01%	1120
2023 Q4	$1.6K	Hold	10	–	–	﹤0.01%	1100
2023 Q3	$1.22K	Hold	10	–	–	﹤0.01%	978
2023 Q2	$1.49K	Hold	10	–	–	﹤0.01%	919
2023 Q1	$1.63K	Hold	10	–	–	﹤0.01%	865
2022 Q4	$1.47K	Hold	10	–	–	﹤0.01%	810
2022 Q3	$2K	Buy	+10	New	+$1.89K	﹤0.01%	697

Other funds holding EXR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Sound Income Strategies's EXR Position: Q2 2026 in Review

Sound Income Strategies sold out of Extra Space Storage (EXR) in Q2 2026, closing a stake of 392 shares — an estimated $51.9K sold.

Sound Income Strategies first reported a position in EXR in Q3 2022 and held it in 15 quarters. The position peaked at $103K in Q2 2025. 537 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

Sound Income Strategies reported no remaining Extra Space Storage position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 392 Extra Space Storage shares in Q2 2026, an estimated $51.9K.
Sound Income Strategies first reported a position in Extra Space Storage in Q3 2022 and held it in 15 quarters.
Sound Income Strategies's Extra Space Storage position peaked at $103K in Q2 2025.
537 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.