CT
EXR icon

Clearstead Trust’s Extra Space Storage EXR Stock Holding History

Clearstead Trust’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
Q4 		– Sell
-6
Closed -$846 – 1182
2025
Q3 		$846 Hold
6
– – ﹤0.01% 1261
2025
Q2 		$885 Buy
+6
New +$873 ﹤0.01% 1202
2019
Q1 		– Sell
-500
Closed -$45K – 208
2018
Q4 		$45K Buy
+500
New +$45.5K 0.04% 147

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clearstead Trust's EXR Position: Q4 2025 in Review

Clearstead Trust sold out of Extra Space Storage (EXR) in Q4 2025, closing a stake of 6 shares — an estimated $846 sold.

Clearstead Trust first reported a position in EXR in Q4 2018 and held it in 3 quarters. The position peaked at $45K in Q4 2018. 745 funds tracked by Wall St. Rank hold EXR as of Q4 2025.

  • Clearstead Trust reported no remaining Extra Space Storage position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 6 Extra Space Storage shares in Q4 2025, an estimated $846.
  • Clearstead Trust first reported a position in Extra Space Storage in Q4 2018 and held it in 3 quarters.
  • Clearstead Trust's Extra Space Storage position peaked at $45K in Q4 2018.
  • 745 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.