First Western Trust Bank’s Extra Space Storage EXR Stock Holding History

First Western Trust Bank’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	-1,410	Closed	-$208K	–	197
2025 Q2	$208K	Hold	1,410	–	–	0.01%	192
2025 Q1	$209K	Hold	1,410	–	–	0.01%	184
2024 Q4	$211K	Hold	1,410	–	–	0.01%	190
2024 Q3	$254K	Hold	1,410	–	–	0.01%	179
2024 Q2	$219K	Hold	1,410	–	–	0.01%	183
2024 Q1	$207K	Sell	1,410 -16	-1%	-$2.33K	0.01%	202
2023 Q4	$229K	Buy	+1,426	New	+$181K	0.01%	181
2023 Q3	–	Sell	-1,387	Closed	-$206K	–	178
2023 Q2	$206K	Sell	1,387 -10	-0.7%	-$1.5K	0.01%	181
2023 Q1	$228K	Hold	1,397	–	–	0.01%	178
2022 Q4	$206K	Hold	1,397	–	–	0.01%	178
2022 Q3	$241K	Sell	1,397 -1	-0.1%	-$189	0.02%	155
2022 Q2	$239K	Hold	1,398	–	–	0.02%	159
2022 Q1	$292K	Buy	+1,398	New	+$278K	0.02%	156

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

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

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

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

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

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

First Western Trust Bank's EXR Position: Q3 2025 in Review

First Western Trust Bank sold out of Extra Space Storage (EXR) in Q3 2025, closing a stake of 1,410 shares — an estimated $208K sold.

First Western Trust Bank first reported a position in EXR in Q1 2022 and held it in 13 quarters. The position peaked at $292K in Q1 2022. 792 funds tracked by Wall St. Rank hold EXR as of Q3 2025.

First Western Trust Bank reported no remaining Extra Space Storage position as of Q3 2025 after selling out during the quarter.
First Western Trust Bank sold 1,410 Extra Space Storage shares in Q3 2025, an estimated $208K.
First Western Trust Bank first reported a position in Extra Space Storage in Q1 2022 and held it in 13 quarters.
First Western Trust Bank's Extra Space Storage position peaked at $292K in Q1 2022.
792 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2025.

Based on First Western Trust Bank's 13F filing for Q3 2025, filed 14 Nov 2025.