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Curtis Advisory Group’s Extra Space Storage EXR Stock Holding History

Curtis Advisory 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
Q2 		– Sell
-1,455
Closed -$216K – 107
2025
Q1 		$216K Sell
1,455
-98
-6% -$14.9K 0.06% 96
2024
Q4 		$232K Sell
1,553
-50
-3% -$8.2K 0.06% 91
2024
Q3 		$289K Sell
1,603
-50
-3% -$8.44K 0.08% 83
2024
Q2 		$257K Sell
1,653
-68
-4% -$9.91K 0.09% 82
2024
Q1 		$253K Sell
1,721
-125
-7% -$18.2K 0.1% 84
2023
Q4 		$296K Sell
1,846
-837
-31% -$106K 0.14% 75
2023
Q3 		$326K Buy
2,683
+1,102
+70% +$148K 0.11% 69
2023
Q2 		$235K Sell
1,581
-39
-2% -$5.87K 0.08% 81
2023
Q1 		$264K Buy
1,620
+97
+6% +$15.2K 0.1% 77
2022
Q4 		$224K Sell
1,523
-140
-8% -$22.4K 0.09% 82
2022
Q3 		$287K Hold
1,663
– – 0.12% 72
2022
Q2 		$283K Sell
1,663
-167
-9% -$30.9K 0.11% 71
2022
Q1 		$376K Sell
1,830
-228
-11% -$45.3K 0.13% 56
2021
Q4 		$467K Hold
2,058
– – 0.15% 54
2021
Q3 		$346K Hold
2,058
– – 0.13% 54
2021
Q2 		$337K Buy
2,058
+173
+9% +$25.9K 0.15% 54
2021
Q1 		$250K Sell
1,885
-90
-5% -$10.9K 0.11% 62
2020
Q4 		$229K Buy
+1,975
New +$225K 0.11% 67

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Curtis Advisory Group's EXR Position: Q2 2025 in Review

Curtis Advisory Group sold out of Extra Space Storage (EXR) in Q2 2025, closing a stake of 1,455 shares — an estimated $216K sold.

Curtis Advisory Group first reported a position in EXR in Q4 2020 and held it in 18 quarters. The position peaked at $467K in Q4 2021. 809 funds tracked by Wall St. Rank hold EXR as of Q2 2025.

  • Curtis Advisory Group reported no remaining Extra Space Storage position as of Q2 2025 after selling out during the quarter.
  • Curtis Advisory Group sold 1,455 Extra Space Storage shares in Q2 2025, an estimated $216K.
  • Curtis Advisory Group first reported a position in Extra Space Storage in Q4 2020 and held it in 18 quarters.
  • Curtis Advisory Group's Extra Space Storage position peaked at $467K in Q4 2021.
  • 809 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2025.

Based on Curtis Advisory Group's 13F filing for Q2 2025, filed 7 Aug 2025.