DT
EXR icon

Diversified Trust’s Extra Space Storage EXR Stock Holding History

Diversified 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
Q3 		– Sell
-10,460
Closed -$1.54M – 1026
2025
Q2 		$1.54M Buy
+10,460
New +$1.52M 0.03% 290
2022
Q1 		– Sell
-2,527
Closed -$573K – 830
2021
Q4 		$573K Buy
2,527
+775
+44% +$154K 0.02% 411
2021
Q3 		$294K Sell
1,752
-181
-9% -$32K 0.01% 602
2021
Q2 		$317K Sell
1,933
-57
-3% -$8.54K 0.01% 532
2021
Q1 		$264K Buy
+1,990
New +$241K 0.01% 595

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
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