Strategic Wealth Partners’s Extra Space Storage EXR Stock Holding History

Strategic Wealth Partners’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	$872	Hold	6	–	–	﹤0.01%	1297
2026 Q1	$787	Sell	6 -9	-60%	-$1.27K	﹤0.01%	1279
2025 Q4	$1.95K	Buy	15 +9	+150%	+$1.23K	﹤0.01%	1203
2025 Q3	$846	Sell	6 -1,046	-99%	-$150K	﹤0.01%	1219
2025 Q2	$155K	Buy	+1,052	New	+$153K	0.01%	346

Other funds holding EXR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Cohen & Steers New York $63.2B AUM 17.15% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Strategic Wealth Partners's EXR Position: Q2 2026 in Review

Strategic Wealth Partners held its Extra Space Storage (EXR) position steady in Q2 2026 at 6 shares worth $872. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

Strategic Wealth Partners first reported a position in EXR in Q2 2025 and has held it in 5 quarters since. The position peaked at $155K in Q2 2025. 796 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

Strategic Wealth Partners held 6 shares of Extra Space Storage worth $872 as of Q2 2026.
Strategic Wealth Partners left its Extra Space Storage share count unchanged in Q2 2026.
Extra Space Storage made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1297 holding.
Strategic Wealth Partners first reported a position in Extra Space Storage in Q2 2025 and has held it in 5 quarters since.
Strategic Wealth Partners's Extra Space Storage position peaked at $155K in Q2 2025.
796 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.