Alpine Bank Wealth Management’s Extra Space Storage EXR Stock Holding History

Alpine Bank 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
2025 Q4	–	Sell	-234	Closed	-$33K	–	248
2025 Q3	$33K	Buy	234 +34	+17%	+$4.88K	﹤0.01%	263
2025 Q2	$29.5K	Sell	200 -382	-66%	-$55.6K	﹤0.01%	278
2025 Q1	$86.4K	Buy	+582	New	+$88.3K	0.01%	190
2024 Q3	$105K	Buy	+582	New	+$98.2K	0.02%	188

Other funds holding EXR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Alpine Bank Wealth Management's EXR Position: Q4 2025 in Review

Alpine Bank Wealth Management sold out of Extra Space Storage (EXR) in Q4 2025, closing a stake of 234 shares — an estimated $33K sold.

Alpine Bank Wealth Management first reported a position in EXR in Q3 2024 and held it in 4 quarters. The position peaked at $105K in Q3 2024. 745 funds tracked by Wall St. Rank hold EXR as of Q4 2025.

Alpine Bank Wealth Management reported no remaining Extra Space Storage position as of Q4 2025 after selling out during the quarter.
Alpine Bank Wealth Management sold 234 Extra Space Storage shares in Q4 2025, an estimated $33K.
Alpine Bank Wealth Management first reported a position in Extra Space Storage in Q3 2024 and held it in 4 quarters.
Alpine Bank Wealth Management's Extra Space Storage position peaked at $105K in Q3 2024.
745 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2025.

Based on Alpine Bank Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.