Caldwell Trust
EXR icon

Caldwell Trust’s Extra Space Storage EXR Stock Holding History

Caldwell 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
2026
Q3 		$17.6K Hold
134
– – ﹤0.01% 617
2026
Q2 		$19.5K Hold
134
– – ﹤0.01% 611
2026
Q1 		$17.6K Hold
134
– – ﹤0.01% 608
2025
Q4 		$17.4K Hold
134
– – ﹤0.01% 598
2025
Q3 		$18.9K Hold
134
– – ﹤0.01% 578
2025
Q2 		$19.8K Hold
134
– – ﹤0.01% 561
2025
Q1 		$19.9K Hold
134
– – ﹤0.01% 557
2024
Q4 		$20K Hold
134
– – ﹤0.01% 548
2024
Q3 		$24.1K Buy
+134
New +$22.6K ﹤0.01% 538

Other funds holding EXR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Caldwell Trust's EXR Position: Q3 2026 in Review

Caldwell Trust held its Extra Space Storage (EXR) position steady in Q3 2026 at 134 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Caldwell Trust first reported a position in EXR in Q3 2024 and has held it in 9 quarters since. The position peaked at $24.1K in Q3 2024. 401 funds tracked by Wall St. Rank hold EXR as of Q3 2026.

  • Caldwell Trust held 134 shares of Extra Space Storage worth $17.6K as of Q3 2026.
  • Caldwell Trust left its Extra Space Storage share count unchanged in Q3 2026.
  • Extra Space Storage made up ﹤0.01% of Caldwell Trust's portfolio in Q3 2026, its #617 holding.
  • Caldwell Trust first reported a position in Extra Space Storage in Q3 2024 and has held it in 9 quarters since.
  • Caldwell Trust's Extra Space Storage position peaked at $24.1K in Q3 2024.
  • 401 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.