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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Chung Wu Investment Group's EXR Position: Q1 2026 in Review

Chung Wu Investment Group held its Extra Space Storage (EXR) position steady in Q1 2026 at 200 shares worth $26.2K. The position accounts for 0.02% of the portfolio, ranked #156.

Chung Wu Investment Group first reported a position in EXR in Q2 2025 and has held it in 4 quarters since. The position peaked at $29.5K in Q2 2025. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Chung Wu Investment Group held 200 shares of Extra Space Storage worth $26.2K as of Q1 2026.
  • Chung Wu Investment Group left its Extra Space Storage share count unchanged in Q1 2026.
  • Extra Space Storage made up 0.02% of Chung Wu Investment Group's portfolio in Q1 2026, its #156 holding.
  • Chung Wu Investment Group first reported a position in Extra Space Storage in Q2 2025 and has held it in 4 quarters since.
  • Chung Wu Investment Group's Extra Space Storage position peaked at $29.5K in Q2 2025.
  • 763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Chung Wu Investment Group's 13F filing for Q1 2026, filed 12 May 2026.