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Wealth Management Strategies’s Extra Space Storage EXR Stock Holding History

Wealth Management Strategies’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
Q1 		– Sell
-1,523
Closed -$2.28K – 38
2024
Q4 		$2.28K Buy
+1,523
New +$250K 0.17% 34

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Wealth Management Strategies's EXR Position: Q1 2025 in Review

Wealth Management Strategies sold out of Extra Space Storage (EXR) in Q1 2025, closing a stake of 1,523 shares — an estimated $2.28K sold.

Wealth Management Strategies first reported a position in EXR in Q4 2024 and held it in 1 quarter. The position peaked at $2.28K in Q4 2024. 800 funds tracked by Wall St. Rank hold EXR as of Q1 2025.

  • Wealth Management Strategies reported no remaining Extra Space Storage position as of Q1 2025 after selling out during the quarter.
  • Wealth Management Strategies sold 1,523 Extra Space Storage shares in Q1 2025, an estimated $2.28K.
  • Wealth Management Strategies first reported a position in Extra Space Storage in Q4 2024 and held it in 1 quarter.
  • Wealth Management Strategies's Extra Space Storage position peaked at $2.28K in Q4 2024.
  • 800 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2025.

Based on Wealth Management Strategies's 13F filing for Q1 2025, filed 15 May 2025.