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Choate Investment Advisors’s Extra Space Storage EXR Stock Holding History

Choate Investment 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 		$291K Sell
2,220
-3
-0.1% -$423 0.01% 380
2025
Q4 		$290K Sell
2,223
-3
-0.1% -$409 0.01% 375
2025
Q3 		$314K Sell
2,226
-6
-0.3% -$862 0.01% 354
2025
Q2 		$329K Buy
2,232
+1
+0% +$146 0.01% 328
2025
Q1 		$331K Buy
2,231
+1
+0% +$152 0.01% 315
2024
Q4 		$334K Sell
2,230
-123
-5% -$20.2K 0.01% 311
2024
Q3 		$424K Buy
2,353
+42
+2% +$7.09K 0.01% 279
2024
Q2 		$359K Buy
2,311
+4
+0.2% +$583 0.01% 287
2024
Q1 		$339K Buy
+2,307
New +$336K 0.01% 317

Other funds holding EXR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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