TPWA
EXR icon

Twin Peaks Wealth Advisors’s Extra Space Storage EXR Stock Holding History

Twin Peaks Wealth Advisors’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
-101
Closed -$13.2K – 872
2026
Q1 		$13.2K Buy
+101
New +$14.2K ﹤0.01% 914
2025
Q3 		– Sell
-87
Closed -$11.8K – 795
2025
Q2 		$11.8K Buy
+87
New +$12.7K ﹤0.01% 853

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

Twin Peaks Wealth Advisors's EXR Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Extra Space Storage (EXR) in Q2 2026, closing a stake of 101 shares — an estimated $13.2K sold.

Twin Peaks Wealth Advisors first reported a position in EXR in Q2 2025 and held it in 2 quarters. The position peaked at $13.2K in Q1 2026. 791 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Extra Space Storage position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 101 Extra Space Storage shares in Q2 2026, an estimated $13.2K.
  • Twin Peaks Wealth Advisors first reported a position in Extra Space Storage in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Extra Space Storage position peaked at $13.2K in Q1 2026.
  • 791 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.