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

IMG 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 Q1	–	Sell	-9	Closed	-$1.17K	–	541
2025 Q4	$1.17K	Hold	9	–	–	﹤0.01%	546
2025 Q3	$1.27K	Hold	9	–	–	﹤0.01%	492
2025 Q2	$1.33K	Buy	+9	New	+$1.31K	﹤0.01%	462

Other funds holding EXR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IMG Wealth Management's EXR Position: Q1 2026 in Review

IMG Wealth Management sold out of Extra Space Storage (EXR) in Q1 2026, closing a stake of 9 shares — an estimated $1.17K sold.

IMG Wealth Management first reported a position in EXR in Q2 2025 and held it in 3 quarters. The position peaked at $1.33K in Q2 2025. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

IMG Wealth Management reported no remaining Extra Space Storage position as of Q1 2026 after selling out during the quarter.
IMG Wealth Management sold 9 Extra Space Storage shares in Q1 2026, an estimated $1.17K.
IMG Wealth Management first reported a position in Extra Space Storage in Q2 2025 and held it in 3 quarters.
IMG Wealth Management's Extra Space Storage position peaked at $1.33K in Q2 2025.
763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.