Tempus Wealth Planning’s Extra Space Storage EXR Stock Holding History

Tempus Wealth Planning’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	-4,334	Closed	-$568K	–	289
2026 Q1	$568K	Buy	+4,334	New	+$611K	0.13%	165
2025 Q3	–	Sell	-1,372	Closed	-$202K	–	280
2025 Q2	$202K	Hold	1,372	–	–	0.05%	253
2025 Q1	$204K	Sell	1,372 -2,334	-63%	-$354K	0.06%	246
2024 Q4	$554K	Buy	+3,706	New	+$608K	0.17%	131
2024 Q2	–	Sell	-4,078	Closed	-$599K	–	211
2024 Q1	$599K	Buy	+4,078	New	+$595K	0.26%	98

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

Tempus Wealth Planning's EXR Position: Q2 2026 in Review

Tempus Wealth Planning sold out of Extra Space Storage (EXR) in Q2 2026, closing a stake of 4,334 shares — an estimated $568K sold.

Tempus Wealth Planning first reported a position in EXR in Q1 2024 and held it in 5 quarters. The position peaked at $599K in Q1 2024. 791 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

Tempus Wealth Planning reported no remaining Extra Space Storage position as of Q2 2026 after selling out during the quarter.
Tempus Wealth Planning sold 4,334 Extra Space Storage shares in Q2 2026, an estimated $568K.
Tempus Wealth Planning first reported a position in Extra Space Storage in Q1 2024 and held it in 5 quarters.
Tempus Wealth Planning's Extra Space Storage position peaked at $599K in Q1 2024.
791 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.