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Legacy Wealth Management (Idaho)’s Extra Space Storage EXR Stock Holding History

Legacy Wealth Management (Idaho)’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
Q1 		$3.28K Hold
25
– – ﹤0.01% 697
2025
Q4 		$3.26K Hold
25
– – ﹤0.01% 602
2025
Q3 		$3.52K Hold
25
– – ﹤0.01% 475
2025
Q2 		$3.69K Hold
25
– – ﹤0.01% 436
2025
Q1 		$3.71K Hold
25
– – ﹤0.01% 455
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s EXR Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its Extra Space Storage (EXR) position steady in Q1 2026 at 25 shares worth $3.28K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Legacy Wealth Management (Idaho) first reported a position in EXR in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.1K in Q3 2024. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 25 shares of Extra Space Storage worth $3.28K as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its Extra Space Storage share count unchanged in Q1 2026.
  • Extra Space Storage made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #697 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Extra Space Storage in Q3 2024 and has held it in 7 quarters since.
  • Legacy Wealth Management (Idaho)'s Extra Space Storage position peaked at $4.1K in Q3 2024.
  • 763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.