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Canandaigua National Bank & Trust’s Extra Space Storage EXR Stock Holding History

Canandaigua National Bank & 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 		$240K Hold
1,840
– – 0.02% 286
2025
Q3 		$259K Sell
1,840
-29
-2% -$4.17K 0.02% 289
2025
Q2 		$276K Hold
1,869
– – 0.03% 278
2025
Q1 		$278K Sell
1,869
-417
-18% -$63.2K 0.03% 271
2024
Q4 		$342K Hold
2,286
– – 0.03% 256
2024
Q3 		$412K Hold
2,286
– – 0.04% 240
2024
Q2 		$355K Sell
2,286
-84
-4% -$12.2K 0.04% 226
2024
Q1 		$348K Sell
2,370
-12
-0.5% -$1.75K 0.05% 203
2023
Q4 		$382K Sell
2,382
-333
-12% -$42.3K 0.06% 182
2023
Q3 		$330K Buy
+2,715
New +$364K 0.05% 191

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 $57.6B AUM 8.03% 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

Canandaigua National Bank & Trust's EXR Position: Q4 2025 in Review

Canandaigua National Bank & Trust held its Extra Space Storage (EXR) position steady in Q4 2025 at 1,840 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #286.

Canandaigua National Bank & Trust first reported a position in EXR in Q3 2023 and has held it in 10 quarters since. The position peaked at $412K in Q3 2024. 744 funds tracked by Wall St. Rank hold EXR as of Q4 2025.

  • Canandaigua National Bank & Trust held 1,840 shares of Extra Space Storage worth $240K as of Q4 2025.
  • Canandaigua National Bank & Trust left its Extra Space Storage share count unchanged in Q4 2025.
  • Extra Space Storage made up 0.02% of Canandaigua National Bank & Trust's portfolio in Q4 2025, its #286 holding.
  • Canandaigua National Bank & Trust first reported a position in Extra Space Storage in Q3 2023 and has held it in 10 quarters since.
  • Canandaigua National Bank & Trust's Extra Space Storage position peaked at $412K in Q3 2024.
  • 744 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2025.

Based on Canandaigua National Bank & Trust's 13F filing for Q4 2025, filed 30 Jan 2026.