Buckley Wealth Management’s Extra Space Storage EXR Stock Holding History

Buckley 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	-3,783	Closed	-$533K	–	105
2025 Q3	$533K	Sell	3,783 -125	-3%	-$18K	0.15%	86
2025 Q2	$576K	Sell	3,908 -124	-3%	-$18K	0.17%	83
2025 Q1	$599K	Buy	4,032 +122	+3%	+$18.5K	0.19%	82
2024 Q4	$585K	Buy	3,910 +99	+3%	+$16.2K	0.18%	80
2024 Q3	$687K	Buy	3,811 +71	+2%	+$12K	0.21%	73
2024 Q2	$581K	Sell	3,740 -11	-0.3%	-$1.6K	0.18%	77
2024 Q1	$551K	Buy	3,751 +52	+1%	+$7.58K	0.18%	80
2023 Q4	$593K	Sell	3,699 -189	-5%	-$24K	0.21%	77
2023 Q3	$473K	Buy	3,888 +487	+14%	+$65.4K	0.18%	81
2023 Q2	$506K	Buy	+3,401	New	+$512K	0.17%	84

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

Buckley Wealth Management's EXR Position: Q4 2025 in Review

Buckley Wealth Management sold out of Extra Space Storage (EXR) in Q4 2025, closing a stake of 3,783 shares — an estimated $533K sold.

Buckley Wealth Management first reported a position in EXR in Q2 2023 and held it in 10 quarters. The position peaked at $687K in Q3 2024. 745 funds tracked by Wall St. Rank hold EXR as of Q4 2025.

Buckley Wealth Management reported no remaining Extra Space Storage position as of Q4 2025 after selling out during the quarter.
Buckley Wealth Management sold 3,783 Extra Space Storage shares in Q4 2025, an estimated $533K.
Buckley Wealth Management first reported a position in Extra Space Storage in Q2 2023 and held it in 10 quarters.
Buckley Wealth Management's Extra Space Storage position peaked at $687K in Q3 2024.
745 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2025.

Based on Buckley Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.