Iron Horse Wealth Management’s Extra Space Storage EXR Stock Holding History

Iron Horse 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
2025 Q2	$2.21K	Hold	15	–	–	﹤0.01%	468
2025 Q1	$2.23K	Hold	15	–	–	﹤0.01%	453
2024 Q4	$2.24K	Hold	15	–	–	﹤0.01%	383
2024 Q3	$2.7K	Hold	15	–	–	﹤0.01%	352
2024 Q2	$2.33K	Hold	15	–	–	﹤0.01%	349
2024 Q1	$2.21K	Hold	15	–	–	﹤0.01%	337
2023 Q4	$2.4K	Hold	15	–	–	﹤0.01%	346
2023 Q3	$1.82K	Buy	+15	New	+$2.01K	﹤0.01%	373
2023 Q1	–	Sell	-1	Closed	–	–	368
2022 Q4	$0	Buy	+1	New	+$160	﹤0.01%	246

Other funds holding EXR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Iron Horse Wealth Management's EXR Position: Q2 2025 in Review

Iron Horse Wealth Management held its Extra Space Storage (EXR) position steady in Q2 2025 at 15 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Iron Horse Wealth Management first reported a position in EXR in Q4 2022 and has held it in 9 quarters since. The position peaked at $2.7K in Q3 2024. 809 funds tracked by Wall St. Rank hold EXR as of Q2 2025.

Iron Horse Wealth Management held 15 shares of Extra Space Storage worth $2.21K as of Q2 2025.
Iron Horse Wealth Management left its Extra Space Storage share count unchanged in Q2 2025.
Extra Space Storage made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #468 holding.
Iron Horse Wealth Management first reported a position in Extra Space Storage in Q4 2022 and has held it in 9 quarters since.
Iron Horse Wealth Management's Extra Space Storage position peaked at $2.7K in Q3 2024.
809 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.