Centerpoint Advisors’s Extra Space Storage EXR Stock Holding History

Centerpoint Advisors’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 Q1	$28K	Buy	215 +3	+1%	+$423	0.01%	194
2025 Q4	$28K	Buy	212 +27	+15%	+$3.68K	0.01%	200
2025 Q3	$26K	Buy	185 +2	+1%	+$287	0.01%	210
2025 Q2	$27K	Buy	183 +2	+1%	+$291	0.01%	200
2025 Q1	$27K	Buy	181 +2	+1%	+$303	0.01%	204
2024 Q4	$27K	Buy	179 +2	+1%	+$328	0.01%	226
2024 Q3	$32K	Buy	177 +2	+1%	+$338	0.01%	214
2024 Q2	$27K	Buy	+175	New	+$25.5K	0.01%	225
2023 Q4	–	Sell	-5	Closed	-$1K	–	487
2023 Q3	$1K	Hold	5	–	–	﹤0.01%	495
2023 Q2	$1K	Hold	5	–	–	﹤0.01%	498
2023 Q1	$1K	Buy	+5	New	+$786	﹤0.01%	493

Other funds holding EXR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return