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IRON Financial’s Extra Space Storage EXR Stock Holding History

IRON Financial’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 		$238K Buy
+1,637
New +$234K 0.1% 132
2025
Q4 		– Sell
-1,510
Closed -$213K – 138
2025
Q3 		$213K Buy
+1,510
New +$217K 0.1% 125

Other funds holding EXR

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

IRON Financial's EXR Position: Q2 2026 in Review

IRON Financial opened a new position in Extra Space Storage (EXR) in Q2 2026: 1,637 shares worth $238K. The stake represents 0.1% of the portfolio and ranks #132 among its holdings. This is a return to the name: IRON Financial previously reported a position in EXR as recently as Q3 2025.

IRON Financial first reported a position in EXR in Q3 2025 and has held it in 2 quarters since. 275 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • IRON Financial held 1,637 shares of Extra Space Storage worth $238K as of Q2 2026.
  • Extra Space Storage was a new IRON Financial position in Q2 2026.
  • Extra Space Storage made up 0.1% of IRON Financial's portfolio in Q2 2026, its #132 holding.
  • IRON Financial first reported a position in Extra Space Storage in Q3 2025 and has held it in 2 quarters since.
  • 275 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.