Institute for Wealth Management’s Extra Space Storage EXR Stock Holding History

Institute for 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 Q2	$12.4K	Buy	+85	New	+$12.1K	﹤0.01%	1271

Other funds holding EXR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Institute for Wealth Management's EXR Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Extra Space Storage (EXR) in Q2 2026: 85 shares worth $12.4K. The stake represents ﹤0.01% of the portfolio and ranks #1271 among its holdings.

429 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

Institute for Wealth Management held 85 shares of Extra Space Storage worth $12.4K as of Q2 2026.
Extra Space Storage was a new Institute for Wealth Management position in Q2 2026.
Extra Space Storage made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1271 holding.
429 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.