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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
Q3 		$267K Buy
2,030
+7
+0.3% +$1K 0.06% 320
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 $7B AUM 14.85% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Legacy Wealth Asset Management's EXR Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Extra Space Storage (EXR) stake by 0.35% in Q3 2026, buying an estimated $1K and bringing the position to 2,030 shares worth $267K. The position accounts for 0.06% of the portfolio, ranked #320.

Legacy Wealth Asset Management first reported a position in EXR in Q2 2021 and has held it in 13 quarters since. The position peaked at $432K in Q3 2024. 28 funds tracked by Wall St. Rank hold EXR as of Q3 2026.

  • Legacy Wealth Asset Management held 2,030 shares of Extra Space Storage worth $267K as of Q3 2026.
  • Legacy Wealth Asset Management bought 7 Extra Space Storage shares in Q3 2026, an estimated $1K.
  • Extra Space Storage made up 0.06% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #320 holding.
  • Legacy Wealth Asset Management first reported a position in Extra Space Storage in Q2 2021 and has held it in 13 quarters since.
  • Legacy Wealth Asset Management's Extra Space Storage position peaked at $432K in Q3 2024.
  • 28 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.