Clean Yield Group’s Extra Space Storage EXR Stock Holding History

Clean Yield Group’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 Q1	–	Sell	-6	Closed	-$898	–	464
2024 Q4	$898	Hold	6	–	–	﹤0.01%	438
2024 Q3	$1.08K	Buy	+6	New	+$1.01K	﹤0.01%	443
2022 Q4	–	Sell	-14	Closed	-$2.24K	–	476
2022 Q3	$2K	Buy	+14	New	+$2.65K	﹤0.01%	401

Other funds holding EXR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Clean Yield Group's EXR Position: Q1 2025 in Review

Clean Yield Group sold out of Extra Space Storage (EXR) in Q1 2025, closing a stake of 6 shares — an estimated $898 sold.

Clean Yield Group first reported a position in EXR in Q3 2022 and held it in 3 quarters. The position peaked at $2K in Q3 2022. 801 funds tracked by Wall St. Rank hold EXR as of Q1 2025.

Clean Yield Group reported no remaining Extra Space Storage position as of Q1 2025 after selling out during the quarter.
Clean Yield Group sold 6 Extra Space Storage shares in Q1 2025, an estimated $898.
Clean Yield Group first reported a position in Extra Space Storage in Q3 2022 and held it in 3 quarters.
Clean Yield Group's Extra Space Storage position peaked at $2K in Q3 2022.
801 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2025.

Based on Clean Yield Group's 13F filing for Q1 2025, filed 14 Apr 2025.