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 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 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

Impact Partnership Wealth's EXR Position: Q1 2026 in Review

Impact Partnership Wealth reduced its Extra Space Storage (EXR) stake by 23% in Q1 2026, selling an estimated $92K and leaving 2,239 shares worth $294K. The position accounts for 0.04% of the portfolio, ranked #276.

Impact Partnership Wealth first reported a position in EXR in Q3 2023 and has held it in 5 quarters since. The position peaked at $377K in Q4 2025. 764 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

Impact Partnership Wealth held 2,239 shares of Extra Space Storage worth $294K as of Q1 2026.
Impact Partnership Wealth sold 653 Extra Space Storage shares in Q1 2026, an estimated $92K.
Extra Space Storage made up 0.04% of Impact Partnership Wealth's portfolio in Q1 2026, its #276 holding.
Impact Partnership Wealth first reported a position in Extra Space Storage in Q3 2023 and has held it in 5 quarters since.
Impact Partnership Wealth's Extra Space Storage position peaked at $377K in Q4 2025.
764 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.