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Aegis Wealth Management (Iowa)’s Extra Space Storage EXR Stock Holding History

Aegis Wealth Management (Iowa)’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 		$781K Sell
5,372
-212
-4% -$30.3K 0.5% 43
2026
Q1 		$732K Sell
5,584
-21
-0.4% -$2.96K 0.58% 40
2025
Q4 		$730K Buy
+5,605
New +$764K 0.57% 37

Other funds holding EXR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Aegis Wealth Management (Iowa)'s EXR Position: Q2 2026 in Review

Aegis Wealth Management (Iowa) reduced its Extra Space Storage (EXR) stake by 3.8% in Q2 2026, selling an estimated $30.3K and leaving 5,372 shares worth $781K. The position accounts for 0.5% of the portfolio, ranked #43.

Aegis Wealth Management (Iowa) first reported a position in EXR in Q4 2025 and has held it in 3 quarters since. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Aegis Wealth Management (Iowa) held 5,372 shares of Extra Space Storage worth $781K as of Q2 2026.
  • Aegis Wealth Management (Iowa) sold 212 Extra Space Storage shares in Q2 2026, an estimated $30.3K.
  • Extra Space Storage made up 0.5% of Aegis Wealth Management (Iowa)'s portfolio in Q2 2026, its #43 holding.
  • Aegis Wealth Management (Iowa) first reported a position in Extra Space Storage in Q4 2025 and has held it in 3 quarters since.
  • 793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Aegis Wealth Management (Iowa)'s 13F filing for Q2 2026, filed 16 Jul 2026.