IWS
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Intentional Wealth Strategies’s Extra Space Storage EXR Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-2
Closed -$262 – 348
2026
Q1 		$262 Buy
+2
New +$282 ﹤0.01% 922

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

Intentional Wealth Strategies's EXR Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Extra Space Storage (EXR) in Q2 2026, closing a stake of 2 shares — an estimated $262 sold.

Intentional Wealth Strategies first reported a position in EXR in Q1 2026 and held it in 1 quarter. The position peaked at $262 in Q1 2026. 791 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Extra Space Storage position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 2 Extra Space Storage shares in Q2 2026, an estimated $262.
  • Intentional Wealth Strategies first reported a position in Extra Space Storage in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Extra Space Storage position peaked at $262 in Q1 2026.
  • 791 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

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