Avalon Trust’s Extra Space Storage EXR Stock Holding History

Avalon Trust’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	-197	Closed	-$27.8K	–	510
2025 Q3	$27.8K	Buy	+197	New	+$28.3K	﹤0.01%	372
2025 Q2	–	Sell	-532	Closed	-$79K	–	422
2025 Q1	$79K	Buy	+532	New	+$80.7K	0.01%	210

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 $63.2B AUM 17.15% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Avalon Trust's EXR Position: Q4 2025 in Review

Avalon Trust sold out of Extra Space Storage (EXR) in Q4 2025, closing a stake of 197 shares — an estimated $27.8K sold.

Avalon Trust first reported a position in EXR in Q1 2025 and held it in 2 quarters. The position peaked at $79K in Q1 2025. 745 funds tracked by Wall St. Rank hold EXR as of Q4 2025.

Avalon Trust reported no remaining Extra Space Storage position as of Q4 2025 after selling out during the quarter.
Avalon Trust sold 197 Extra Space Storage shares in Q4 2025, an estimated $27.8K.
Avalon Trust first reported a position in Extra Space Storage in Q1 2025 and held it in 2 quarters.
Avalon Trust's Extra Space Storage position peaked at $79K in Q1 2025.
745 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2025.

Based on Avalon Trust's 13F filing for Q4 2025, filed 9 Feb 2026.