Wealth Enhancement Advisory Services
EXR icon

Wealth Enhancement Advisory Services’s Extra Space Storage EXR Stock Holding History

Wealth Enhancement Advisory Services’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 		$2.63M Buy
18,250
+2,893
+19% +$414K ﹤0.01% 1398
2026
Q1 		$2.06M Sell
15,357
-3,514
-19% -$495K ﹤0.01% 1383
2025
Q4 		$2.56M Sell
18,871
-1,511
-7% -$206K ﹤0.01% 1377
2025
Q3 		$2.91M Sell
20,382
-13,973
-41% -$2.01M ﹤0.01% 1237
2025
Q2 		$5.25M Buy
34,355
+11,762
+52% +$1.71M 0.01% 877
2025
Q1 		$3.36M Buy
22,593
+6,964
+45% +$1.06M 0.01% 997
2024
Q4 		$2.34M Buy
15,629
+4,183
+37% +$686K ﹤0.01% 1105
2024
Q3 		$2.06M Sell
11,446
-292
-2% -$49.3K ﹤0.01% 1035
2024
Q2 		$1.82M Buy
11,738
+4,102
+54% +$598K ﹤0.01% 1021
2024
Q1 		$1.12M Buy
7,636
+583
+8% +$85K ﹤0.01% 1189
2023
Q4 		$1.13M Sell
7,053
-2,086
-23% -$265K ﹤0.01% 1120
2023
Q3 		$1.11M Buy
+9,139
New +$1.23M ﹤0.01% 1053
2023
Q2 		– Sell
-16,508
Closed -$2.69M – 534
2023
Q1 		$2.69M Buy
+16,508
New +$2.59M 0.03% 179
2021
Q4 		– Sell
-77,467
Closed -$14.5M – 309
2021
Q3 		$14.5M Buy
+77,467
New +$13.7M 0.21% 57

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

Wealth Enhancement Advisory Services's EXR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Extra Space Storage (EXR) stake by 19% in Q2 2026, buying an estimated $414K and bringing the position to 18,250 shares worth $2.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1398.

Wealth Enhancement Advisory Services first reported a position in EXR in Q3 2021 and has held it in 14 quarters since. The position peaked at $14.5M in Q3 2021. 791 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 18,250 shares of Extra Space Storage worth $2.63M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,893 Extra Space Storage shares in Q2 2026, an estimated $414K.
  • Extra Space Storage made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1398 holding.
  • Wealth Enhancement Advisory Services first reported a position in Extra Space Storage in Q3 2021 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's Extra Space Storage position peaked at $14.5M in Q3 2021.
  • 791 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.