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Legacy Investment Solutions’s Extra Space Storage EXR Stock Holding History

Legacy Investment Solutions’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 		$3.69K Buy
+25
New +$3.64K ﹤0.01% 436
2024
Q4 		$3.9K Hold
25
– – ﹤0.01% 421
2024
Q3 		$4.1K Buy
+25
New +$4.22K ﹤0.01% 407

Other funds holding EXR

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Legacy Investment Solutions's EXR Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Extra Space Storage (EXR) in Q2 2025: 25 shares worth $3.69K. The stake represents ﹤0.01% of the portfolio and ranks #436 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in EXR as recently as Q4 2024.

Legacy Investment Solutions first reported a position in EXR in Q3 2024 and has held it in 3 quarters since. The position peaked at $4.1K in Q3 2024. 809 funds tracked by Wall St. Rank hold EXR as of Q2 2025.

  • Legacy Investment Solutions held 25 shares of Extra Space Storage worth $3.69K as of Q2 2025.
  • Extra Space Storage was a new Legacy Investment Solutions position in Q2 2025.
  • Extra Space Storage made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #436 holding.
  • Legacy Investment Solutions first reported a position in Extra Space Storage in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Extra Space Storage position peaked at $4.1K in Q3 2024.
  • 809 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.