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

Dogwood 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 		$13.2K Buy
91
+33
+57% +$4.72K 0.01% 328
2026
Q1 		$7.61K Buy
58
+25
+76% +$3.52K ﹤0.01% 394
2025
Q4 		$4.3K Buy
33
+9
+38% +$1.23K ﹤0.01% 450
2025
Q3 		$3.38K Sell
24
-30
-56% -$4.31K ﹤0.01% 457
2025
Q2 		$8.09K Buy
54
+44
+440% +$6.4K ﹤0.01% 321
2025
Q1 		$1.49K Buy
+10
New +$1.52K ﹤0.01% 401
2024
Q3 		– Hold
0
– – – 461
2024
Q2 		– Hold
0
– – – 487
2024
Q1 		– Hold
0
– – – 486
2023
Q4 		– Hold
0
– – – 466

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

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

Dogwood Wealth Management increased its Extra Space Storage (EXR) stake by 57% in Q2 2026, buying an estimated $4.72K and bringing the position to 91 shares worth $13.2K. The position accounts for 0.01% of the portfolio, ranked #328.

Dogwood Wealth Management first reported a position in EXR in Q1 2025 and has held it in 6 quarters since. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Dogwood Wealth Management held 91 shares of Extra Space Storage worth $13.2K as of Q2 2026.
  • Dogwood Wealth Management bought 33 Extra Space Storage shares in Q2 2026, an estimated $4.72K.
  • Extra Space Storage made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #328 holding.
  • Dogwood Wealth Management first reported a position in Extra Space Storage in Q1 2025 and has held it in 6 quarters since.
  • 793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.