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Allied Private Wealth’s Extra Space Storage EXR Stock Holding History

Allied Private Wealth’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 		$3.6K Buy
+25
New +$3.57K ﹤0.01% 652

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

Allied Private Wealth's EXR Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Extra Space Storage (EXR) in Q2 2026: 25 shares worth $3.6K. The stake represents ﹤0.01% of the portfolio and ranks #652 among its holdings.

796 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Allied Private Wealth held 25 shares of Extra Space Storage worth $3.6K as of Q2 2026.
  • Extra Space Storage was a new Allied Private Wealth position in Q2 2026.
  • Extra Space Storage made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #652 holding.
  • 796 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.