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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
Q2 		– Sell
-25
Closed -$3.28K – 438
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s EXR Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Extra Space Storage (EXR) in Q2 2026, closing a stake of 25 shares — an estimated $3.28K sold.

Legacy Wealth Management (Idaho) first reported a position in EXR in Q3 2024 and held it in 7 quarters. The position peaked at $4.1K in Q3 2024. 802 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Extra Space Storage position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 25 Extra Space Storage shares in Q2 2026, an estimated $3.28K.
  • Legacy Wealth Management (Idaho) first reported a position in Extra Space Storage in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Extra Space Storage position peaked at $4.1K in Q3 2024.
  • 802 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.