Integrated Wealth Concepts’s Extra Space Storage EXR Stock Holding History

Integrated Wealth Concepts’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	$397K	Buy	2,735 +235	+9%	+$33.6K	﹤0.01%	1915
2026 Q1	$328K	Buy	+2,500	New	+$352K	﹤0.01%	1798
2025 Q4	–	Sell	-4,038	Closed	-$569K	–	1762
2025 Q3	$569K	Sell	4,038 -1,612	-29%	-$232K	0.01%	1275
2025 Q2	$833K	Buy	+5,650	New	+$822K	0.01%	1021
2025 Q1	–	Sell	-1,440	Closed	-$215K	–	1773
2024 Q4	$215K	Buy	+1,440	New	+$236K	﹤0.01%	1562

Other funds holding EXR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Integrated Wealth Concepts's EXR Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Extra Space Storage (EXR) stake by 9.4% in Q2 2026, buying an estimated $33.6K and bringing the position to 2,735 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #1915.

Integrated Wealth Concepts first reported a position in EXR in Q4 2024 and has held it in 5 quarters since. The position peaked at $833K in Q2 2025. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

Integrated Wealth Concepts held 2,735 shares of Extra Space Storage worth $397K as of Q2 2026.
Integrated Wealth Concepts bought 235 Extra Space Storage shares in Q2 2026, an estimated $33.6K.
Extra Space Storage made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1915 holding.
Integrated Wealth Concepts first reported a position in Extra Space Storage in Q4 2024 and has held it in 5 quarters since.
Integrated Wealth Concepts's Extra Space Storage position peaked at $833K in Q2 2025.
793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.