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U.S. Capital Wealth Advisors’s Extra Space Storage EXR Stock Holding History

U.S. Capital 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
2025
Q2 		– Sell
-10,111
Closed -$1.5M – 903
2025
Q1 		$1.5M Buy
10,111
+123
+1% +$18.7K 0.05% 346
2024
Q4 		$1.49M Buy
9,988
+1,213
+14% +$199K 0.05% 353
2024
Q3 		$1.58M Hold
8,775
– – 0.06% 281
2024
Q2 		$1.36M Buy
8,775
+391
+5% +$57K 0.05% 305
2024
Q1 		$1.23M Sell
8,384
-200
-2% -$29.2K 0.05% 314
2023
Q4 		$1.38M Buy
8,584
+44
+0.5% +$5.59K 0.05% 282
2023
Q3 		$1.04M Buy
8,540
+724
+9% +$97.2K 0.05% 312
2023
Q2 		$1.16M Buy
7,816
+80
+1% +$12K 0.06% 297
2023
Q1 		$1.26M Buy
7,736
+100
+1% +$15.7K 0.06% 269
2022
Q4 		$1.12M Buy
7,636
+200
+3% +$32K 0.05% 309
2022
Q3 		$1.28M Sell
7,436
-100
-1% -$18.9K 0.07% 281
2022
Q2 		$1.28M Sell
7,536
-1,288
-15% -$239K 0.06% 305
2022
Q1 		$1.81M Buy
8,824
+66
+0.8% +$13.1K 0.07% 276
2021
Q4 		$1.99M Buy
8,758
+500
+6% +$99.1K 0.08% 259
2021
Q3 		$1.39M Buy
+8,258
New +$1.46M 0.06% 324

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

U.S. Capital Wealth Advisors's EXR Position: Q2 2025 in Review

U.S. Capital Wealth Advisors sold out of Extra Space Storage (EXR) in Q2 2025, closing a stake of 10,111 shares — an estimated $1.5M sold.

U.S. Capital Wealth Advisors first reported a position in EXR in Q3 2021 and held it in 15 quarters. The position peaked at $1.99M in Q4 2021. 809 funds tracked by Wall St. Rank hold EXR as of Q2 2025.

  • U.S. Capital Wealth Advisors reported no remaining Extra Space Storage position as of Q2 2025 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 10,111 Extra Space Storage shares in Q2 2025, an estimated $1.5M.
  • U.S. Capital Wealth Advisors first reported a position in Extra Space Storage in Q3 2021 and held it in 15 quarters.
  • U.S. Capital Wealth Advisors's Extra Space Storage position peaked at $1.99M in Q4 2021.
  • 809 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.