Wiser Advisor Group’s Extra Space Storage EXR Stock Holding History

Wiser Advisor Group’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	$17.8K	Buy	123 +2	+2%	+$286	0.02%	142
2026 Q1	$15.9K	Buy	121 +1	+0.8%	+$141	0.02%	143
2025 Q4	$15.6K	Buy	120 +2	+2%	+$273	0.02%	148
2025 Q3	$16.7K	Buy	+118	New	+$16.9K	0.02%	150
2025 Q2	–	Sell	-116	Closed	-$17.2K	–	111
2025 Q1	$17.2K	Buy	116 +2	+2%	+$303	0.03%	152
2024 Q4	$17.1K	Buy	114 +1	+0.9%	+$164	0.02%	156
2024 Q3	$20.4K	Hold	113	–	–	0.03%	154
2024 Q2	$17.4K	Buy	113 +3	+3%	+$437	0.03%	162
2024 Q1	$16.3K	Buy	110 +1	+0.9%	+$146	0.03%	160
2023 Q4	$17.4K	Buy	+109	New	+$13.9K	0.03%	158

Other funds holding EXR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wiser Advisor Group's EXR Position: Q2 2026 in Review

Wiser Advisor Group increased its Extra Space Storage (EXR) stake by 1.7% in Q2 2026, buying an estimated $286 and bringing the position to 123 shares worth $17.8K. The position accounts for 0.02% of the portfolio, ranked #142.

Wiser Advisor Group first reported a position in EXR in Q4 2023 and has held it in 10 quarters since. The position peaked at $20.4K in Q3 2024. 798 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

Wiser Advisor Group held 123 shares of Extra Space Storage worth $17.8K as of Q2 2026.
Wiser Advisor Group bought 2 Extra Space Storage shares in Q2 2026, an estimated $286.
Extra Space Storage made up 0.02% of Wiser Advisor Group's portfolio in Q2 2026, its #142 holding.
Wiser Advisor Group first reported a position in Extra Space Storage in Q4 2023 and has held it in 10 quarters since.
Wiser Advisor Group's Extra Space Storage position peaked at $20.4K in Q3 2024.
798 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.