Whipplewood Advisors’s Extra Space Storage EXR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.31K Buy
9
+2
+29% +$286 ﹤0.01% 502
2026
Q1
$918 Buy
+7
New +$987 ﹤0.01% 905
2025
Q3
Sell
-7
Closed -$1.03K 604
2025
Q2
$1.03K Sell
7
-17
-71% -$2.47K ﹤0.01% 1014
2025
Q1
$2.38K Buy
24
+8
+50% +$1.21K ﹤0.01% 848
2024
Q4
$2.39K Buy
+16
New +$2.62K ﹤0.01% 839

Other funds holding EXR

Whipplewood Advisors's EXR Position: Q2 2026 in Review

Whipplewood Advisors increased its Extra Space Storage (EXR) stake by 29% in Q2 2026, buying an estimated $286 and bringing the position to 9 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Whipplewood Advisors first reported a position in EXR in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.39K in Q4 2024. 791 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Whipplewood Advisors held 9 shares of Extra Space Storage worth $1.31K as of Q2 2026.
  • Whipplewood Advisors bought 2 Extra Space Storage shares in Q2 2026, an estimated $286.
  • Extra Space Storage made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #502 holding.
  • Whipplewood Advisors first reported a position in Extra Space Storage in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Extra Space Storage position peaked at $2.39K in Q4 2024.
  • 791 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.