DWM
EXR icon

Dakota Wealth Management’s Extra Space Storage EXR Stock Holding History

Dakota 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 		$6.35M Buy
43,717
+12,196
+39% +$1.74M 0.12% 162
2026
Q1 		$4.13M Buy
+31,521
New +$4.44M 0.09% 191
2023
Q3 		– Sell
-3,228
Closed -$481K – 672
2023
Q2 		$481K Sell
3,228
-8
-0.2% -$1.2K 0.02% 393
2023
Q1 		$527K Sell
3,236
-1,163
-26% -$183K 0.04% 357
2022
Q4 		$648K Buy
+4,399
New +$703K 0.05% 302
2022
Q2 		– Sell
-1,614
Closed -$332K – 524
2022
Q1 		$332K Buy
+1,614
New +$321K 0.03% 348

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

Dakota Wealth Management's EXR Position: Q2 2026 in Review

Dakota Wealth Management increased its Extra Space Storage (EXR) stake by 39% in Q2 2026, buying an estimated $1.74M and bringing the position to 43,717 shares worth $6.35M. The position accounts for 0.12% of the portfolio, ranked #162.

Dakota Wealth Management first reported a position in EXR in Q1 2022 and has held it in 6 quarters since. 791 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Dakota Wealth Management held 43,717 shares of Extra Space Storage worth $6.35M as of Q2 2026.
  • Dakota Wealth Management bought 12,196 Extra Space Storage shares in Q2 2026, an estimated $1.74M.
  • Extra Space Storage made up 0.12% of Dakota Wealth Management's portfolio in Q2 2026, its #162 holding.
  • Dakota Wealth Management first reported a position in Extra Space Storage in Q1 2022 and has held it in 6 quarters since.
  • 791 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.