Cornerstone Advisors’s Extra Space Storage EXR Stock Holding History

Cornerstone 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
2025 Q3	–	Sell	-500	Closed	-$73.7K	–	255
2025 Q2	$73.7K	Hold	500	–	–	﹤0.01%	267
2025 Q1	$74.2K	Hold	500	–	–	﹤0.01%	262
2024 Q4	$74.8K	Hold	500	–	–	﹤0.01%	266
2024 Q3	$90.1K	Hold	500	–	–	﹤0.01%	277
2024 Q2	$77.7K	Hold	500	–	–	﹤0.01%	295
2024 Q1	$73.5K	Buy	+500	New	+$72.9K	﹤0.01%	307

Other funds holding EXR

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

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

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

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

Capital World Investors

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

Principal Financial Group

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

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return