Cetera Trust Company’s Extra Space Storage EXR Stock Holding History

Cetera Trust Company’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	$236K	Buy	1,796 +175	+11%	+$24.7K	0.13%	145
2025 Q4	$211K	Sell	1,621 -400	-20%	-$54.5K	0.11%	159
2025 Q3	$285K	Hold	2,021	–	–	0.16%	123
2025 Q2	$298K	Buy	2,021 +50	+3%	+$7.28K	0.18%	107
2025 Q1	$293K	Buy	1,971 +200	+11%	+$30.3K	0.19%	101
2024 Q4	$265K	Sell	1,771 -225	-11%	-$36.9K	0.17%	118
2024 Q3	$360K	Sell	1,996 -25	-1%	-$4.22K	0.22%	84
2024 Q2	$314K	Hold	2,021	–	–	0.2%	88
2024 Q1	$297K	Buy	2,021 +305	+18%	+$44.5K	0.18%	101
2023 Q4	$275K	Buy	+1,716	New	+$218K	0.17%	108

Other funds holding EXR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

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

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

Cetera Trust Company's EXR Position: Q1 2026 in Review

Cetera Trust Company increased its Extra Space Storage (EXR) stake by 11% in Q1 2026, buying an estimated $24.7K and bringing the position to 1,796 shares worth $236K. The position accounts for 0.13% of the portfolio, ranked #145.

Cetera Trust Company first reported a position in EXR in Q4 2023 and has held it in 10 quarters since. The position peaked at $360K in Q3 2024. 764 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

Cetera Trust Company held 1,796 shares of Extra Space Storage worth $236K as of Q1 2026.
Cetera Trust Company bought 175 Extra Space Storage shares in Q1 2026, an estimated $24.7K.
Extra Space Storage made up 0.13% of Cetera Trust Company's portfolio in Q1 2026, its #145 holding.
Cetera Trust Company first reported a position in Extra Space Storage in Q4 2023 and has held it in 10 quarters since.
Cetera Trust Company's Extra Space Storage position peaked at $360K in Q3 2024.
764 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.