FFO
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Fiduciary Family Office’s Extra Space Storage EXR Stock Holding History

Fiduciary Family Office’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
-1,694
Closed -$250K – 191
2025
Q2 		$250K Buy
+1,694
New +$246K 0.08% 166
2024
Q4 		– Sell
-1,332
Closed -$240K – 138
2024
Q3 		$240K Buy
1,332
+29
+2% +$4.89K 0.08% 187
2024
Q2 		$202K Sell
1,303
-377
-22% -$55K 0.08% 193
2024
Q1 		$247K Buy
1,680
+26
+2% +$3.79K 0.1% 186
2023
Q4 		$265K Buy
+1,654
New +$210K 0.12% 177

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 $3.38T AUM 44.17% 1-Year Est. Return
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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fiduciary Family Office's EXR Position: Q3 2025 in Review

Fiduciary Family Office sold out of Extra Space Storage (EXR) in Q3 2025, closing a stake of 1,694 shares — an estimated $250K sold.

Fiduciary Family Office first reported a position in EXR in Q4 2023 and held it in 5 quarters. The position peaked at $265K in Q4 2023. 793 funds tracked by Wall St. Rank hold EXR as of Q3 2025.

  • Fiduciary Family Office reported no remaining Extra Space Storage position as of Q3 2025 after selling out during the quarter.
  • Fiduciary Family Office sold 1,694 Extra Space Storage shares in Q3 2025, an estimated $250K.
  • Fiduciary Family Office first reported a position in Extra Space Storage in Q4 2023 and held it in 5 quarters.
  • Fiduciary Family Office's Extra Space Storage position peaked at $265K in Q4 2023.
  • 793 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2025.

Based on Fiduciary Family Office's 13F filing for Q3 2025, filed 29 Oct 2025.