LJI Wealth Management’s Extra Space Storage EXR Stock Holding History

LJI Wealth 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	$774K	Hold	5,330	–	–	0.11%	82
2026 Q1	$699K	Sell	5,330 -400	-7%	-$56.4K	0.11%	72
2025 Q4	$746K	Buy	5,730 +500	+10%	+$68.2K	0.11%	80
2025 Q3	$737K	Hold	5,230	–	–	0.13%	60
2025 Q2	$771K	Hold	5,230	–	–	0.13%	65
2025 Q1	$777K	Hold	5,230	–	–	0.15%	61
2024 Q4	$782K	Hold	5,230	–	–	0.15%	61
2024 Q3	$942K	Hold	5,230	–	–	0.19%	58
2024 Q2	$813K	Hold	5,230	–	–	0.18%	62
2024 Q1	$769K	Sell	5,230 -100	-2%	-$14.6K	0.2%	53
2023 Q4	$855K	Buy	5,330 +300	+6%	+$38.1K	0.22%	52
2023 Q3	$612K	Buy	5,030 +630	+14%	+$84.6K	0.18%	66
2023 Q2	$655K	Buy	4,400 +300	+7%	+$45.1K	0.19%	61
2023 Q1	$668K	Hold	4,100	–	–	0.21%	53
2022 Q4	$603K	Buy	+4,100	New	+$655K	0.21%	56

Other funds holding EXR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LJI Wealth Management's EXR Position: Q2 2026 in Review

LJI Wealth Management held its Extra Space Storage (EXR) position steady in Q2 2026 at 5,330 shares worth $774K. The position accounts for 0.11% of the portfolio, ranked #82.

LJI Wealth Management first reported a position in EXR in Q4 2022 and has held it in 15 quarters since. The position peaked at $942K in Q3 2024. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

LJI Wealth Management held 5,330 shares of Extra Space Storage worth $774K as of Q2 2026.
LJI Wealth Management left its Extra Space Storage share count unchanged in Q2 2026.
Extra Space Storage made up 0.11% of LJI Wealth Management's portfolio in Q2 2026, its #82 holding.
LJI Wealth Management first reported a position in Extra Space Storage in Q4 2022 and has held it in 15 quarters since.
LJI Wealth Management's Extra Space Storage position peaked at $942K in Q3 2024.
793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.