MBL Wealth’s Extra Space Storage EXR Stock Holding History

MBL Wealth’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	$218K	Buy	+1,655	New	+$238K	0.01%	569

Other funds holding EXR

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

MBL Wealth's EXR Position: Q3 2026 in Review

MBL Wealth opened a new position in Extra Space Storage (EXR) in Q3 2026: 1,655 shares worth $218K. The stake represents 0.01% of the portfolio and ranks #569 among its holdings.

597 funds tracked by Wall St. Rank hold EXR as of Q3 2026.

MBL Wealth held 1,655 shares of Extra Space Storage worth $218K as of Q3 2026.
Extra Space Storage was a new MBL Wealth position in Q3 2026.
Extra Space Storage made up 0.01% of MBL Wealth's portfolio in Q3 2026, its #569 holding.
597 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.