LWAM
EXR icon

Legacy Wealth Asset Management’s Extra Space Storage EXR Stock Holding History

Legacy Wealth Asset 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
2026
Q2 		$294K Sell
2,023
-92
-4% -$13.2K 0.06% 324
2026
Q1 		$277K Sell
2,115
-4
-0.2% -$564 0.07% 321
2025
Q4 		$276K Sell
2,119
-17
-0.8% -$2.32K 0.07% 325
2025
Q3 		$301K Buy
2,136
+9
+0.4% +$1.29K 0.07% 314
2025
Q2 		$314K Buy
2,127
+22
+1% +$3.2K 0.08% 313
2025
Q1 		$313K Sell
2,105
-292
-12% -$44.3K 0.09% 296
2024
Q4 		$359K Hold
2,397
– – 0.1% 280
2024
Q3 		$432K Buy
2,397
+51
+2% +$8.61K 0.12% 268
2024
Q2 		$365K Buy
2,346
+96
+4% +$14K 0.1% 274
2024
Q1 		$331K Buy
2,250
+70
+3% +$10.2K 0.09% 285
2023
Q4 		$350K Buy
+2,180
New +$277K 0.11% 271
2021
Q3 		– Sell
-1,317
Closed -$216K – 297
2021
Q2 		$216K Buy
+1,317
New +$197K 0.1% 287

Other funds holding EXR

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.12% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return