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Chung Wu Investment Group’s Extra Space Storage EXR Stock Holding History

Chung Wu Investment Group’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 		$29.1K Hold
200
– – 0.02% 178
2026
Q1 		$26.2K Hold
200
– – 0.02% 156
2025
Q4 		$26K Hold
200
– – 0.02% 162
2025
Q3 		$28.2K Hold
200
– – 0.02% 163
2025
Q2 		$29.5K Buy
+200
New +$29.1K 0.03% 147

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 $3.38T AUM 44.17% 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

Chung Wu Investment Group's EXR Position: Q2 2026 in Review

Chung Wu Investment Group held its Extra Space Storage (EXR) position steady in Q2 2026 at 200 shares worth $29.1K. The position accounts for 0.02% of the portfolio, ranked #178.

Chung Wu Investment Group first reported a position in EXR in Q2 2025 and has held it in 5 quarters since. The position peaked at $29.5K in Q2 2025. 802 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Chung Wu Investment Group held 200 shares of Extra Space Storage worth $29.1K as of Q2 2026.
  • Chung Wu Investment Group left its Extra Space Storage share count unchanged in Q2 2026.
  • Extra Space Storage made up 0.02% of Chung Wu Investment Group's portfolio in Q2 2026, its #178 holding.
  • Chung Wu Investment Group first reported a position in Extra Space Storage in Q2 2025 and has held it in 5 quarters since.
  • Chung Wu Investment Group's Extra Space Storage position peaked at $29.5K in Q2 2025.
  • 802 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.