IAA
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Independent Advisor Alliance’s Extra Space Storage EXR Stock Holding History

Independent Advisor Alliance’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 		$336K Buy
2,310
+88
+4% +$12.6K 0.01% 801
2026
Q1 		$291K Buy
2,222
+178
+9% +$25.1K ﹤0.01% 1333
2025
Q4 		$266K Sell
2,044
-65
-3% -$8.86K 0.01% 833
2025
Q3 		$297K Sell
2,109
-20
-0.9% -$2.87K 0.01% 770
2025
Q2 		$314K Buy
2,129
+105
+5% +$15.3K 0.01% 713
2025
Q1 		$301K Sell
2,024
-80
-4% -$12.1K 0.01% 658
2024
Q4 		$315K Buy
2,104
+571
+37% +$93.6K ﹤0.01% 1122
2024
Q3 		$276K Sell
1,533
-74
-5% -$12.5K 0.01% 588
2024
Q2 		$250K Buy
+1,607
New +$234K 0.01% 618
2022
Q3 		– Sell
-1,286
Closed -$219K – 637
2022
Q2 		$219K Hold
1,286
– – 0.01% 554
2022
Q1 		$264K Hold
1,286
– – 0.01% 528
2021
Q4 		$292K Buy
+1,286
New +$255K 0.01% 531

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

Independent Advisor Alliance's EXR Position: Q2 2026 in Review

Independent Advisor Alliance increased its Extra Space Storage (EXR) stake by 4% in Q2 2026, buying an estimated $12.6K and bringing the position to 2,310 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #801.

Independent Advisor Alliance first reported a position in EXR in Q4 2021 and has held it in 12 quarters since. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Independent Advisor Alliance held 2,310 shares of Extra Space Storage worth $336K as of Q2 2026.
  • Independent Advisor Alliance bought 88 Extra Space Storage shares in Q2 2026, an estimated $12.6K.
  • Extra Space Storage made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #801 holding.
  • Independent Advisor Alliance first reported a position in Extra Space Storage in Q4 2021 and has held it in 12 quarters since.
  • 793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.