Wealthspire Advisors (New York)’s Extra Space Storage EXR Stock Holding History

Wealthspire Advisors (New York)’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 Q4	–	Sell	-242	Closed	-$34.2K	–	1627
2025 Q3	$34.2K	Buy	+242	New	+$34.8K	﹤0.01%	1391
2019 Q1	–	Sell	-123	Closed	-$11K	–	295
2018 Q4	$11K	Buy	+123	New	+$11.2K	﹤0.01%	479

Other funds holding EXR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthspire Advisors (New York)'s EXR Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Extra Space Storage (EXR) in Q4 2025, closing a stake of 242 shares — an estimated $34.2K sold.

Wealthspire Advisors (New York) first reported a position in EXR in Q4 2018 and held it in 2 quarters. The position peaked at $34.2K in Q3 2025. 745 funds tracked by Wall St. Rank hold EXR as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Extra Space Storage position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 242 Extra Space Storage shares in Q4 2025, an estimated $34.2K.
Wealthspire Advisors (New York) first reported a position in Extra Space Storage in Q4 2018 and held it in 2 quarters.
Wealthspire Advisors (New York)'s Extra Space Storage position peaked at $34.2K in Q3 2025.
745 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.