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Retirement Wealth Solutions’s Extra Space Storage EXR Stock Holding History

Retirement Wealth Solutions’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 		$1.03K Hold
7
– – ﹤0.01% 638
2026
Q1 		$925 Buy
7
+3
+75% +$423 ﹤0.01% 654
2025
Q4 		$524 Hold
4
– – ﹤0.01% 672
2025
Q3 		$566 Buy
4
+3
+300% +$431 ﹤0.01% 678
2025
Q2 		$148 Hold
1
– – ﹤0.01% 409
2025
Q1 		$147 Hold
1
– – ﹤0.01% 395
2024
Q4 		$144 Buy
+1
New +$164 ﹤0.01% 400

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 $3.37T AUM 44.26% 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

Retirement Wealth Solutions's EXR Position: Q2 2026 in Review

Retirement Wealth Solutions held its Extra Space Storage (EXR) position steady in Q2 2026 at 7 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Retirement Wealth Solutions first reported a position in EXR in Q4 2024 and has held it in 7 quarters since. 791 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Retirement Wealth Solutions held 7 shares of Extra Space Storage worth $1.03K as of Q2 2026.
  • Retirement Wealth Solutions left its Extra Space Storage share count unchanged in Q2 2026.
  • Extra Space Storage made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #638 holding.
  • Retirement Wealth Solutions first reported a position in Extra Space Storage in Q4 2024 and has held it in 7 quarters since.
  • 791 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.