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

Diversify 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	$2.92M	Buy	19,704 +23	+0.1%	+$3.29K	0.05%	302
2026 Q1	$2.77M	Sell	19,681 -392	-2%	-$55.3K	0.05%	285
2025 Q4	$2.82M	Sell	20,073 -830	-4%	-$113K	0.13%	182
2025 Q3	$2.74M	Sell	20,903 -266	-1%	-$38.2K	0.16%	157
2025 Q2	$2.87M	Sell	21,169 -21	-0.1%	-$3.06K	0.18%	151
2025 Q1	$3M	Sell	21,190 -44	-0.2%	-$6.67K	0.22%	129
2024 Q4	$3.12M	Sell	21,234 -426	-2%	-$69.9K	0.24%	115
2024 Q3	$3.66M	Sell	21,660 -145	-0.7%	-$24.5K	0.35%	74
2024 Q2	$3.46M	Buy	+21,805	New	+$3.18M	0.43%	56

Other funds holding EXR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Diversify Wealth Management increased its Extra Space Storage (EXR) stake by 0.12% in Q2 2026, buying an estimated $3.29K and bringing the position to 19,704 shares worth $2.92M. The position accounts for 0.05% of the portfolio, ranked #302.

Diversify Wealth Management first reported a position in EXR in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.66M in Q3 2024. 802 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

Diversify Wealth Management held 19,704 shares of Extra Space Storage worth $2.92M as of Q2 2026.
Diversify Wealth Management bought 23 Extra Space Storage shares in Q2 2026, an estimated $3.29K.
Extra Space Storage made up 0.05% of Diversify Wealth Management's portfolio in Q2 2026, its #302 holding.
Diversify Wealth Management first reported a position in Extra Space Storage in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Extra Space Storage position peaked at $3.66M in Q3 2024.
802 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.