Ameritas Advisory Services’s Extra Space Storage EXR Stock Holding History

Ameritas Advisory Services’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	-402	Closed	-$56.7K	–	1293
2025 Q3	$56.7K	Sell	402 -109	-21%	-$15.7K	﹤0.01%	1031
2025 Q2	$75.3K	Buy	+511	New	+$74.4K	﹤0.01%	1112
2025 Q1	–	Sell	-4,790	Closed	-$717K	–	872
2024 Q4	$717K	Buy	+4,790	New	+$785K	0.02%	495
2023 Q2	–	Sell	-371	Closed	-$58K	–	1168
2023 Q1	$58K	Buy	+371	New	+$58.3K	﹤0.01%	1213

Other funds holding EXR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $187B AUM 18.48% 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

Ameritas Advisory Services's EXR Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Extra Space Storage (EXR) in Q4 2025, closing a stake of 402 shares — an estimated $56.7K sold.

Ameritas Advisory Services first reported a position in EXR in Q1 2023 and held it in 4 quarters. The position peaked at $717K in Q4 2024. 744 funds tracked by Wall St. Rank hold EXR as of Q4 2025.

Ameritas Advisory Services reported no remaining Extra Space Storage position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 402 Extra Space Storage shares in Q4 2025, an estimated $56.7K.
Ameritas Advisory Services first reported a position in Extra Space Storage in Q1 2023 and held it in 4 quarters.
Ameritas Advisory Services's Extra Space Storage position peaked at $717K in Q4 2024.
744 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.