CCWM
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
Q2 		$33.1K Hold
228
– – ﹤0.01% 698
2026
Q1 		$29.9K Buy
+228
New +$32.1K ﹤0.01% 717

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

Cassaday & Co Wealth Management's EXR Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Extra Space Storage (EXR) position steady in Q2 2026 at 228 shares worth $33.1K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

Cassaday & Co Wealth Management first reported a position in EXR in Q1 2026 and has held it in 2 quarters since. 798 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Cassaday & Co Wealth Management held 228 shares of Extra Space Storage worth $33.1K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Extra Space Storage share count unchanged in Q2 2026.
  • Extra Space Storage made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #698 holding.
  • Cassaday & Co Wealth Management first reported a position in Extra Space Storage in Q1 2026 and has held it in 2 quarters since.
  • 798 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.