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

Spire 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 		$72.2K Buy
497
+13
+3% +$1.86K ﹤0.01% 1068
2026
Q1 		$63.5K Sell
484
-32
-6% -$4.51K ﹤0.01% 1106
2025
Q4 		$67.2K Sell
516
-94
-15% -$12.8K ﹤0.01% 1095
2025
Q3 		$86K Buy
610
+9
+1% +$1.29K ﹤0.01% 1045
2025
Q2 		$88.6K Sell
601
-502
-46% -$73K ﹤0.01% 1020
2025
Q1 		$164K Buy
1,103
+40
+4% +$6.07K 0.01% 871
2024
Q4 		$159K Sell
1,063
-650
-38% -$107K ﹤0.01% 887
2024
Q3 		$309K Sell
1,713
-50
-3% -$8.44K 0.01% 634
2024
Q2 		$274K Sell
1,763
-77
-4% -$11.2K 0.01% 637
2024
Q1 		$271K Buy
1,840
+126
+7% +$18.4K ﹤0.01% 695
2023
Q4 		$252K Sell
1,714
-130
-7% -$16.5K 0.01% 697
2023
Q3 		$224K Buy
1,844
+393
+27% +$52.8K 0.01% 680
2023
Q2 		$216K Buy
1,451
+100
+7% +$15K 0.01% 699
2023
Q1 		$220K Sell
1,351
-77
-5% -$12.1K 0.01% 694
2022
Q4 		$210K Buy
1,428
+196
+16% +$31.3K 0.01% 546
2022
Q3 		$213K Sell
1,232
-7
-0.6% -$1.32K 0.01% 518
2022
Q2 		$211K Buy
1,239
+479
+63% +$88.7K 0.01% 749
2022
Q1 		$156K Buy
760
+166
+28% +$33K ﹤0.01% 992
2021
Q4 		$135K Buy
594
+33
+6% +$6.54K ﹤0.01% 1278
2021
Q3 		$94K Sell
561
-203
-27% -$35.9K ﹤0.01% 1214
2021
Q2 		$125K Hold
764
– – ﹤0.01% 1105
2021
Q1 		$101K Buy
+764
New +$92.5K ﹤0.01% 1399

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 $3.37T AUM 44.26% 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

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

Spire Wealth Management increased its Extra Space Storage (EXR) stake by 2.7% in Q2 2026, buying an estimated $1.86K and bringing the position to 497 shares worth $72.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

Spire Wealth Management first reported a position in EXR in Q1 2021 and has held it in 22 quarters since. The position peaked at $309K in Q3 2024. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Spire Wealth Management held 497 shares of Extra Space Storage worth $72.2K as of Q2 2026.
  • Spire Wealth Management bought 13 Extra Space Storage shares in Q2 2026, an estimated $1.86K.
  • Extra Space Storage made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1068 holding.
  • Spire Wealth Management first reported a position in Extra Space Storage in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Extra Space Storage position peaked at $309K in Q3 2024.
  • 793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.