IRON Financial
EXR icon

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
Q3 		$228K Buy
1,731
+94
+6% +$13.5K 0.09% 133
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

IRON Financial's EXR Position: Q3 2026 in Review

IRON Financial increased its Extra Space Storage (EXR) stake by 5.7% in Q3 2026, buying an estimated $13.5K and bringing the position to 1,731 shares worth $228K. The position accounts for 0.09% of the portfolio, ranked #133.

IRON Financial first reported a position in EXR in Q3 2025 and has held it in 3 quarters since. The position peaked at $238K in Q2 2026. 453 funds tracked by Wall St. Rank hold EXR as of Q3 2026.

  • IRON Financial held 1,731 shares of Extra Space Storage worth $228K as of Q3 2026.
  • IRON Financial bought 94 Extra Space Storage shares in Q3 2026, an estimated $13.5K.
  • Extra Space Storage made up 0.09% of IRON Financial's portfolio in Q3 2026, its #133 holding.
  • IRON Financial first reported a position in Extra Space Storage in Q3 2025 and has held it in 3 quarters since.
  • IRON Financial's Extra Space Storage position peaked at $238K in Q2 2026.
  • 453 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2026.

Based on IRON Financial's 13F filing for Q3 2026, filed 23 Oct 2026.