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

Stratos 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
Q1 		$236K Sell
1,802
-43
-2% -$6.06K ﹤0.01% 1452
2025
Q4 		$240K Buy
1,845
+295
+19% +$40.2K ﹤0.01% 1412
2025
Q3 		$218K Buy
+1,550
New +$223K ﹤0.01% 1421
2024
Q3 		– Sell
-1,936
Closed -$301K – 1471
2024
Q2 		$301K Sell
1,936
-292
-13% -$42.6K ﹤0.01% 1087
2024
Q1 		$328K Sell
2,228
-256
-10% -$37.3K 0.01% 1066
2023
Q4 		$398K Sell
2,484
-186
-7% -$23.7K 0.01% 960
2023
Q3 		$325K Buy
+2,670
New +$358K 0.01% 978
2022
Q3 		– Sell
-1,689
Closed -$287K – 1155
2022
Q2 		$287K Buy
+1,689
New +$313K 0.01% 944
2018
Q4 		– Sell
-270
Closed -$23K – 1344
2018
Q3 		$23K Buy
+270
New +$25.1K ﹤0.01% 1803
2018
Q2 		– Sell
-217
Closed -$19K – 1477
2018
Q1 		$19K Buy
217
+17
+9% +$1.43K ﹤0.01% 2025
2017
Q4 		$18K Buy
+200
New +$16.9K ﹤0.01% 1948

Other funds holding EXR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stratos Wealth Partners's EXR Position: Q1 2026 in Review

Stratos Wealth Partners reduced its Extra Space Storage (EXR) stake by 2.3% in Q1 2026, selling an estimated $6.06K and leaving 1,802 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #1452.

Stratos Wealth Partners first reported a position in EXR in Q4 2017 and has held it in 11 quarters since. The position peaked at $398K in Q4 2023. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Stratos Wealth Partners held 1,802 shares of Extra Space Storage worth $236K as of Q1 2026.
  • Stratos Wealth Partners sold 43 Extra Space Storage shares in Q1 2026, an estimated $6.06K.
  • Extra Space Storage made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1452 holding.
  • Stratos Wealth Partners first reported a position in Extra Space Storage in Q4 2017 and has held it in 11 quarters since.
  • Stratos Wealth Partners's Extra Space Storage position peaked at $398K in Q4 2023.
  • 763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.