DWS
EXR icon

Dynamic Wealth Strategies’s Extra Space Storage EXR Stock Holding History

Dynamic Wealth Strategies’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 		$15.3K Hold
105
– – 0.01% 217
2026
Q1 		$13.8K Hold
105
– – 0.01% 211
2025
Q4 		$13.7K Hold
105
– – 0.01% 195
2025
Q3 		$14.8K Buy
105
+8
+8% +$1.15K 0.01% 186
2025
Q2 		$14.3K Sell
97
-99
-51% -$14.4K 0.01% 184
2025
Q1 		$29.1K Buy
+196
New +$29.7K 0.02% 163
2024
Q4 		– Sell
-196
Closed -$35K – 125
2024
Q3 		$35K Buy
196
+97
+98% +$16.4K 0.03% 148
2024
Q2 		$15K Hold
99
– – 0.01% 177
2024
Q1 		$15K Sell
99
-34
-26% -$4.96K 0.01% 180
2023
Q4 		$21.3K Buy
+133
New +$16.9K 0.02% 161

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

Dynamic Wealth Strategies's EXR Position: Q2 2026 in Review

Dynamic Wealth Strategies held its Extra Space Storage (EXR) position steady in Q2 2026 at 105 shares worth $15.3K. The position accounts for 0.01% of the portfolio, ranked #217.

Dynamic Wealth Strategies first reported a position in EXR in Q4 2023 and has held it in 10 quarters since. The position peaked at $35K in Q3 2024. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Dynamic Wealth Strategies held 105 shares of Extra Space Storage worth $15.3K as of Q2 2026.
  • Dynamic Wealth Strategies left its Extra Space Storage share count unchanged in Q2 2026.
  • Extra Space Storage made up 0.01% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #217 holding.
  • Dynamic Wealth Strategies first reported a position in Extra Space Storage in Q4 2023 and has held it in 10 quarters since.
  • Dynamic Wealth Strategies's Extra Space Storage position peaked at $35K in Q3 2024.
  • 793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.