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 Q1	$29.9K	Buy	+228	New	+$32.1K	﹤0.01%	717

Other funds holding EXR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cassaday & Co Wealth Management's EXR Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Extra Space Storage (EXR) in Q1 2026: 228 shares worth $29.9K. The stake represents ﹤0.01% of the portfolio and ranks #717 among its holdings.

763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

Cassaday & Co Wealth Management held 228 shares of Extra Space Storage worth $29.9K as of Q1 2026.
Extra Space Storage was a new Cassaday & Co Wealth Management position in Q1 2026.
Extra Space Storage made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #717 holding.
763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.