Steward Partners Investment Advisory’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.5M | Buy |
10,316
+2,246
| +28% | +$321K | 0.01% | 1067 |
|
|
2026
Q1 | $1.06M | Sell |
8,070
-393
| -5% | -$55.4K | 0.01% | 1140 |
|
|
2025
Q4 | $1.1M | Sell |
8,463
-1
| -0% | -$136 | 0.01% | 1028 |
|
|
2025
Q3 | $1.19M | Buy |
8,464
+231
| +3% | +$33.2K | 0.01% | 981 |
|
|
2025
Q2 | $1.21M | Buy |
8,233
+167
| +2% | +$24.3K | 0.01% | 909 |
|
|
2025
Q1 | $1.2M | Buy |
8,066
+751
| +10% | +$114K | 0.01% | 844 |
|
|
2024
Q4 | $1.09M | Buy |
7,315
+600
| +9% | +$98.4K | 0.01% | 844 |
|
|
2024
Q3 | $1.21M | Buy |
6,715
+5
| +0.1% | +$844 | 0.01% | 790 |
|
|
2024
Q2 | $1.04M | Buy |
6,710
+224
| +3% | +$32.7K | 0.01% | 800 |
|
|
2024
Q1 | $953K | Sell |
6,486
-12
| -0.2% | -$1.75K | 0.01% | 809 |
|
|
2023
Q4 | $1.04M | Buy |
6,498
+490
| +8% | +$62.3K | 0.01% | 707 |
|
|
2023
Q3 | $730K | Buy |
6,008
+5,632
| +1,498% | +$756K | 0.01% | 784 |
|
|
2023
Q2 | $56K | Buy |
376
+300
| +395% | +$45.1K | ﹤0.01% | 1832 |
|
|
2023
Q1 | $12.4K | Hold |
76
| – | – | ﹤0.01% | 2461 |
|
|
2022
Q4 | $11.2K | Sell |
76
-115
| -60% | -$18.4K | ﹤0.01% | 2498 |
|
|
2022
Q3 | $33K | Sell |
191
-5
| -3% | -$946 | ﹤0.01% | 1976 |
|
|
2022
Q2 | $33K | Sell |
196
-14
| -7% | -$2.59K | ﹤0.01% | 1990 |
|
|
2022
Q1 | $43K | Buy |
210
+45
| +27% | +$8.95K | ﹤0.01% | 1990 |
|
|
2021
Q4 | $37K | Buy |
165
+2
| +1% | +$396 | ﹤0.01% | 2041 |
|
|
2021
Q3 | $27K | Buy |
163
+6
| +4% | +$1.06K | ﹤0.01% | 2185 |
|
|
2021
Q2 | $26K | Sell |
157
-215
| -58% | -$32.2K | ﹤0.01% | 4555 |
|
|
2021
Q1 | $49.3K | Buy |
372
+326
| +709% | +$39.5K | ﹤0.01% | 1990 |
|
|
2020
Q4 | $5K | Sell |
46
-189
| -80% | -$21.5K | ﹤0.01% | 2511 |
|
|
2020
Q3 | $25K | Buy |
235
+39
| +20% | +$4.03K | ﹤0.01% | 1804 |
|
|
2020
Q2 | $18K | Hold |
196
| – | – | ﹤0.01% | 1809 |
|
|
2020
Q1 | $18K | Hold |
196
| – | – | ﹤0.01% | 1641 |
|
|
2019
Q4 | $20K | Hold |
196
| – | – | ﹤0.01% | 1768 |
|
|
2019
Q3 | $22K | Hold |
196
| – | – | ﹤0.01% | 1687 |
|
|
2019
Q2 | $20K | Buy |
+196
| New | +$20.6K | ﹤0.01% | 1706 |
|
|
2018
Q4 | – | Sell |
-150
| Closed | -$13K | – | 1208 |
|
|
2018
Q3 | $13K | Hold |
150
| – | – | ﹤0.01% | 1761 |
|
|
2018
Q2 | $15K | Hold |
150
| – | – | ﹤0.01% | 1573 |
|
|
2018
Q1 | $13K | Buy |
+150
| New | +$12.6K | ﹤0.01% | 1480 |
|
Other funds holding EXR
Steward Partners Investment Advisory's EXR Position: Q2 2026 in Review
Steward Partners Investment Advisory increased its Extra Space Storage (EXR) stake by 28% in Q2 2026, buying an estimated $321K and bringing the position to 10,316 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #1067.
Steward Partners Investment Advisory first reported a position in EXR in Q1 2018 and has held it in 32 quarters since. 802 funds tracked by Wall St. Rank hold EXR as of Q2 2026.
- Steward Partners Investment Advisory held 10,316 shares of Extra Space Storage worth $1.5M as of Q2 2026.
- Steward Partners Investment Advisory bought 2,246 Extra Space Storage shares in Q2 2026, an estimated $321K.
- Extra Space Storage made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1067 holding.
- Steward Partners Investment Advisory first reported a position in Extra Space Storage in Q1 2018 and has held it in 32 quarters since.
- 802 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.