Cassaday & Co Wealth Management
EXR icon

Cassaday & Co Wealth Management’s Extra Space Storage EXR Stock Holding History

Cassaday & Co Wealth Management’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 		$47.6K Buy
362
+134
+59% +$19.2K ﹤0.01% 635
2026
Q2 		$33.1K Hold
228
– – ﹤0.01% 698
2026
Q1 		$29.9K Buy
+228
New +$32.1K ﹤0.01% 717

Other funds holding EXR

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cassaday & Co Wealth Management's EXR Position: Q3 2026 in Review

Cassaday & Co Wealth Management increased its Extra Space Storage (EXR) stake by 59% in Q3 2026, buying an estimated $19.2K and bringing the position to 362 shares worth $47.6K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

Cassaday & Co Wealth Management first reported a position in EXR in Q1 2026 and has held it in 3 quarters since. 470 funds tracked by Wall St. Rank hold EXR as of Q3 2026.

  • Cassaday & Co Wealth Management held 362 shares of Extra Space Storage worth $47.6K as of Q3 2026.
  • Cassaday & Co Wealth Management bought 134 Extra Space Storage shares in Q3 2026, an estimated $19.2K.
  • Extra Space Storage made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #635 holding.
  • Cassaday & Co Wealth Management first reported a position in Extra Space Storage in Q1 2026 and has held it in 3 quarters since.
  • 470 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.