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Arete Wealth Advisors’s Extra Space Storage EXR Stock Holding History

Arete Wealth Advisors’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
-1,919
Closed -$270K – 486
2025
Q3 		$270K Buy
1,919
+2
+0.1% +$287 0.02% 632
2025
Q2 		$283K Sell
1,917
-33
-2% -$4.8K 0.02% 581
2025
Q1 		$290K Buy
+1,950
New +$296K 0.02% 547

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Arete Wealth Advisors's EXR Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Extra Space Storage (EXR) in Q4 2025, closing a stake of 1,919 shares — an estimated $270K sold.

Arete Wealth Advisors first reported a position in EXR in Q1 2025 and held it in 3 quarters. The position peaked at $290K in Q1 2025. 745 funds tracked by Wall St. Rank hold EXR as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Extra Space Storage position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 1,919 Extra Space Storage shares in Q4 2025, an estimated $270K.
  • Arete Wealth Advisors first reported a position in Extra Space Storage in Q1 2025 and held it in 3 quarters.
  • Arete Wealth Advisors's Extra Space Storage position peaked at $290K in Q1 2025.
  • 745 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.