True Wealth Design’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
Other funds holding EXR
True Wealth Design's EXR Position: Q2 2026 in Review
True Wealth Design increased its Extra Space Storage (EXR) stake by 199% in Q2 2026, buying an estimated $21.9K and bringing the position to 230 shares worth $33.4K. The position accounts for 0.01% of the portfolio, ranked #634.
True Wealth Design first reported a position in EXR in Q4 2024 and has held it in 7 quarters since. The position peaked at $101K in Q3 2025. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.
- True Wealth Design held 230 shares of Extra Space Storage worth $33.4K as of Q2 2026.
- True Wealth Design bought 153 Extra Space Storage shares in Q2 2026, an estimated $21.9K.
- Extra Space Storage made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #634 holding.
- True Wealth Design first reported a position in Extra Space Storage in Q4 2024 and has held it in 7 quarters since.
- True Wealth Design's Extra Space Storage position peaked at $101K in Q3 2025.
- 793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.
Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.