United Capital Financial Advisors’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.17M | Sell |
8,071
-1,168
| -13% | -$167K | 0.01% | 746 |
|
|
2026
Q1 | $1.21M | Buy |
9,239
+1,660
| +22% | +$234K | 0.01% | 689 |
|
|
2025
Q4 | $987K | Sell |
7,579
-839
| -10% | -$114K | 0.01% | 737 |
|
|
2025
Q3 | $1.19M | Sell |
8,418
-407
| -5% | -$58.5K | 0.01% | 593 |
|
|
2025
Q2 | $1.3M | Sell |
8,825
-152
| -2% | -$22.1K | 0.01% | 528 |
|
|
2025
Q1 | $1.33M | Buy |
8,977
+24
| +0.3% | +$3.64K | 0.01% | 509 |
|
|
2024
Q4 | $1.34M | Sell |
8,953
-834
| -9% | -$137K | 0.01% | 497 |
|
|
2024
Q3 | $1.76M | Buy |
9,787
+729
| +8% | +$123K | 0.01% | 444 |
|
|
2024
Q2 | $1.41M | Buy |
9,058
+147
| +2% | +$21.4K | 0.01% | 463 |
|
|
2024
Q1 | $1.31M | Sell |
8,911
-165
| -2% | -$24.1K | 0.01% | 507 |
|
|
2023
Q4 | $1.46M | Buy |
9,076
+1,009
| +13% | +$128K | 0.01% | 478 |
|
|
2023
Q3 | $981K | Buy |
8,067
+1,808
| +29% | +$243K | 0.01% | 520 |
|
|
2023
Q2 | $932K | Sell |
6,259
-228
| -4% | -$34.3K | 0.01% | 566 |
|
|
2023
Q1 | $1.06M | Sell |
6,487
-537
| -8% | -$84.4K | 0.01% | 563 |
|
|
2022
Q4 | $1.03M | Sell |
7,024
-1,268
| -15% | -$203K | 0.01% | 604 |
|
|
2022
Q3 | $1.43M | Sell |
8,292
-623
| -7% | -$118K | 0.01% | 536 |
|
|
2022
Q2 | $1.52M | Sell |
8,915
-598
| -6% | -$111K | 0.01% | 549 |
|
|
2022
Q1 | $1.96M | Sell |
9,513
-413
| -4% | -$82.1K | 0.01% | 515 |
|
|
2021
Q4 | $2.25M | Buy |
9,926
+220
| +2% | +$43.6K | 0.01% | 514 |
|
|
2021
Q3 | $1.63M | Buy |
9,706
+116
| +1% | +$20.5K | 0.01% | 564 |
|
|
2021
Q2 | $1.57M | Buy |
9,590
+717
| +8% | +$107K | 0.01% | 588 |
|
|
2021
Q1 | $1.18M | Buy |
8,873
+270
| +3% | +$32.7K | 0.01% | 625 |
|
|
2020
Q4 | $997K | Sell |
8,603
-2,997
| -26% | -$341K | 0.01% | 672 |
|
|
2020
Q3 | $1.24M | Sell |
11,600
-918
| -7% | -$94.9K | 0.01% | 598 |
|
|
2020
Q2 | $1.16M | Buy |
12,518
+562
| +5% | +$52.2K | 0.01% | 618 |
|
|
2020
Q1 | $1.15M | Buy |
11,956
+209
| +2% | +$21.8K | 0.01% | 603 |
|
|
2019
Q4 | $1.24M | Buy |
11,747
+1,374
| +13% | +$150K | 0.01% | 708 |
|
|
2019
Q3 | $1.21M | Sell |
10,373
-474
| -4% | -$54.8K | 0.01% | 692 |
|
|
2019
Q2 | $1.15M | Sell |
10,847
-153
| -1% | -$16.1K | 0.01% | 767 |
|
|
2019
Q1 | $1.12M | Buy |
11,000
+841
| +8% | +$80.8K | 0.01% | 746 |
|
|
2018
Q4 | $919K | Sell |
10,159
-79
| -0.8% | -$7.18K | 0.01% | 737 |
|
|
2018
Q3 | $887K | Buy |
10,238
+195
| +2% | +$18.1K | 0.01% | 815 |
|
|
2018
Q2 | $1M | Sell |
10,043
-2,796
| -22% | -$260K | 0.01% | 762 |
|
|
2018
Q1 | $1.12M | Sell |
12,839
-866
| -6% | -$72.8K | 0.01% | 753 |
|
|
2017
Q4 | $1.2M | Sell |
13,705
-1,228
| -8% | -$104K | 0.01% | 738 |
|
|
2017
Q3 | $1.19M | Sell |
14,933
-56,566
| -79% | -$4.4M | 0.01% | 726 |
|
|
2017
Q2 | $5.58M | Buy |
71,499
+3,678
| +5% | +$282K | 0.05% | 365 |
|
|
2017
Q1 | $5.04M | Buy |
67,821
+5,406
| +9% | +$408K | 0.05% | 363 |
|
|
2016
Q4 | $4.82M | Sell |
62,415
-4,090
| -6% | -$301K | 0.05% | 376 |
|
|
2016
Q3 | $5.28M | Buy |
66,505
+6,393
| +11% | +$540K | 0.05% | 372 |
|
|
2016
Q2 | $5.59M | Buy |
60,112
+50,804
| +546% | +$4.59M | 0.06% | 348 |
|
|
2016
Q1 | $870K | Sell |
9,308
-58,952
| -86% | -$5.12M | 0.01% | 729 |
|
|
2015
Q4 | $6.02M | Sell |
68,260
-6,553
| -9% | -$538K | 0.07% | 294 |
|
|
2015
Q3 | $5.77M | Buy |
74,813
+9,105
| +14% | +$667K | 0.07% | 290 |
|
|
2015
Q2 | $4.29M | Buy |
65,708
+6,497
| +11% | +$440K | 0.05% | 376 |
|
|
2015
Q1 | $3.9M | Buy |
59,211
+9,739
| +20% | +$639K | 0.05% | 388 |
|
|
2014
Q4 | $2.9M | Buy |
49,472
+4,024
| +9% | +$231K | 0.04% | 379 |
|
|
2014
Q3 | $2.34M | Buy |
45,448
+7,976
| +21% | +$421K | 0.04% | 404 |
|
|
2014
Q2 | $2M | Buy |
37,472
+24,707
| +194% | +$1.27M | 0.04% | 416 |
|
|
2014
Q1 | $619K | Buy |
+12,765
| New | +$592K | 0.01% | 593 |
|
Other funds holding EXR
United Capital Financial Advisors's EXR Position: Q2 2026 in Review
United Capital Financial Advisors reduced its Extra Space Storage (EXR) stake by 13% in Q2 2026, selling an estimated $167K and leaving 8,071 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #746.
United Capital Financial Advisors first reported a position in EXR in Q1 2014 and has held it in 50 quarters since. The position peaked at $6.02M in Q4 2015. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.
- United Capital Financial Advisors held 8,071 shares of Extra Space Storage worth $1.17M as of Q2 2026.
- United Capital Financial Advisors sold 1,168 Extra Space Storage shares in Q2 2026, an estimated $167K.
- Extra Space Storage made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #746 holding.
- United Capital Financial Advisors first reported a position in Extra Space Storage in Q1 2014 and has held it in 50 quarters since.
- United Capital Financial Advisors's Extra Space Storage position peaked at $6.02M in Q4 2015.
- 793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.