Belpointe Asset Management’s Extra Space Storage EXR Stock Holding History

Belpointe Asset 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 Q1	–	Sell	-1,236	Closed	-$219K	–	948
2024 Q4	$219K	Sell	1,236 -13	-1%	-$2.13K	0.01%	781
2024 Q3	$225K	Buy	+1,249	New	+$211K	0.01%	771
2023 Q2	–	Sell	-1,231	Closed	-$201K	–	1452
2023 Q1	$201K	Buy	1,231 +1,002	+438%	+$157K	0.01%	930
2022 Q4	$33.8K	Buy	+229	New	+$36.6K	﹤0.01%	1843

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Belpointe Asset Management's EXR Position: Q1 2025 in Review

Belpointe Asset Management sold out of Extra Space Storage (EXR) in Q1 2025, closing a stake of 1,236 shares — an estimated $219K sold.

Belpointe Asset Management first reported a position in EXR in Q4 2022 and held it in 4 quarters. The position peaked at $225K in Q3 2024. 800 funds tracked by Wall St. Rank hold EXR as of Q1 2025.

Belpointe Asset Management reported no remaining Extra Space Storage position as of Q1 2025 after selling out during the quarter.
Belpointe Asset Management sold 1,236 Extra Space Storage shares in Q1 2025, an estimated $219K.
Belpointe Asset Management first reported a position in Extra Space Storage in Q4 2022 and held it in 4 quarters.
Belpointe Asset Management's Extra Space Storage position peaked at $225K in Q3 2024.
800 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2025.

Based on Belpointe Asset Management's 13F filing for Q1 2025, filed 20 May 2025.