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Impact Partnership Wealth’s Extra Space Storage EXR Stock Holding History

Impact Partnership Wealth’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 		$511K Buy
3,515
+1,276
+57% +$182K 0.05% 252
2026
Q1 		$294K Sell
2,239
-653
-23% -$92K 0.04% 276
2025
Q4 		$377K Buy
+2,892
New +$394K 0.05% 246
2024
Q2 		– Sell
-11
Closed -$1.62K – 361
2024
Q1 		$1.62K Sell
11
-52
-83% -$7.58K ﹤0.01% 590
2023
Q4 		$10.1K Sell
63
-2,814
-98% -$358K ﹤0.01% 497
2023
Q3 		$350K Buy
+2,877
New +$386K 0.11% 108

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

Impact Partnership Wealth's EXR Position: Q2 2026 in Review

Impact Partnership Wealth increased its Extra Space Storage (EXR) stake by 57% in Q2 2026, buying an estimated $182K and bringing the position to 3,515 shares worth $511K. The position accounts for 0.05% of the portfolio, ranked #252.

Impact Partnership Wealth first reported a position in EXR in Q3 2023 and has held it in 6 quarters since. 800 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Impact Partnership Wealth held 3,515 shares of Extra Space Storage worth $511K as of Q2 2026.
  • Impact Partnership Wealth bought 1,276 Extra Space Storage shares in Q2 2026, an estimated $182K.
  • Extra Space Storage made up 0.05% of Impact Partnership Wealth's portfolio in Q2 2026, its #252 holding.
  • Impact Partnership Wealth first reported a position in Extra Space Storage in Q3 2023 and has held it in 6 quarters since.
  • 800 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.