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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
Q2 		$323K Hold
2,220
– – 0.01% 384
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Choate Investment Advisors's EXR Position: Q2 2026 in Review

Choate Investment Advisors held its Extra Space Storage (EXR) position steady in Q2 2026 at 2,220 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #384.

Choate Investment Advisors first reported a position in EXR in Q1 2024 and has held it in 10 quarters since. The position peaked at $424K in Q3 2024. 799 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Choate Investment Advisors held 2,220 shares of Extra Space Storage worth $323K as of Q2 2026.
  • Choate Investment Advisors left its Extra Space Storage share count unchanged in Q2 2026.
  • Extra Space Storage made up 0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #384 holding.
  • Choate Investment Advisors first reported a position in Extra Space Storage in Q1 2024 and has held it in 10 quarters since.
  • Choate Investment Advisors's Extra Space Storage position peaked at $424K in Q3 2024.
  • 799 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.