Wedmont Private Capital’s Extra Space Storage EXR Stock Holding History

Wedmont Private Capital’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	$255K	Buy	1,768 +152	+9%	+$21.7K	0.01%	814
2026 Q1	$223K	Buy	+1,616	New	+$228K	0.01%	774
2025 Q4	–	Sell	-1,442	Closed	-$206K	–	821
2025 Q3	$206K	Sell	1,442 -514	-26%	-$73.8K	0.01%	755
2025 Q2	$291K	Buy	1,956 +201	+11%	+$29.2K	0.01%	583
2025 Q1	$235K	Sell	1,755 -10	-0.6%	-$1.52K	0.01%	591
2024 Q4	$259K	Sell	1,765 -186	-10%	-$30.5K	0.01%	583
2024 Q3	$330K	Buy	1,951 +294	+18%	+$49.6K	0.02%	489
2024 Q2	$268K	Buy	+1,657	New	+$242K	0.02%	531
2023 Q3	–	Sell	-2,048	Closed	-$319K	–	514
2023 Q2	$319K	Sell	2,048 -77	-4%	-$11.6K	0.03%	363
2023 Q1	$349K	Buy	2,125 +474	+29%	+$74.5K	0.05%	301
2022 Q4	$238K	Buy	+1,651	New	+$264K	0.04%	392

Other funds holding EXR

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wedmont Private Capital's EXR Position: Q2 2026 in Review

Wedmont Private Capital increased its Extra Space Storage (EXR) stake by 9.4% in Q2 2026, buying an estimated $21.7K and bringing the position to 1,768 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #814.

Wedmont Private Capital first reported a position in EXR in Q4 2022 and has held it in 11 quarters since. The position peaked at $349K in Q1 2023. 392 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

Wedmont Private Capital held 1,768 shares of Extra Space Storage worth $255K as of Q2 2026.
Wedmont Private Capital bought 152 Extra Space Storage shares in Q2 2026, an estimated $21.7K.
Extra Space Storage made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #814 holding.
Wedmont Private Capital first reported a position in Extra Space Storage in Q4 2022 and has held it in 11 quarters since.
Wedmont Private Capital's Extra Space Storage position peaked at $349K in Q1 2023.
392 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.