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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
Q3 		$261K Buy
1,958
+190
+11% +$27.3K 0.01% 839
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

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Wedmont Private Capital's EXR Position: Q3 2026 in Review

Wedmont Private Capital increased its Extra Space Storage (EXR) stake by 11% in Q3 2026, buying an estimated $27.3K and bringing the position to 1,958 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #839.

Wedmont Private Capital first reported a position in EXR in Q4 2022 and has held it in 12 quarters since. The position peaked at $349K in Q1 2023. 29 funds tracked by Wall St. Rank hold EXR as of Q3 2026.

  • Wedmont Private Capital held 1,958 shares of Extra Space Storage worth $261K as of Q3 2026.
  • Wedmont Private Capital bought 190 Extra Space Storage shares in Q3 2026, an estimated $27.3K.
  • Extra Space Storage made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #839 holding.
  • Wedmont Private Capital first reported a position in Extra Space Storage in Q4 2022 and has held it in 12 quarters since.
  • Wedmont Private Capital's Extra Space Storage position peaked at $349K in Q1 2023.
  • 29 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.