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
2026 Q2	$211K	Buy	+1,453	New	+$208K	0.01%	209
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Western Trust Bank's EXR Position: Q2 2026 in Review

First Western Trust Bank opened a new position in Extra Space Storage (EXR) in Q2 2026: 1,453 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #209 among its holdings. This is a return to the name: First Western Trust Bank previously reported a position in EXR as recently as Q2 2025.

First Western Trust Bank first reported a position in EXR in Q1 2022 and has held it in 14 quarters since. The position peaked at $292K in Q1 2022. 798 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

First Western Trust Bank held 1,453 shares of Extra Space Storage worth $211K as of Q2 2026.
Extra Space Storage was a new First Western Trust Bank position in Q2 2026.
Extra Space Storage made up 0.01% of First Western Trust Bank's portfolio in Q2 2026, its #209 holding.
First Western Trust Bank first reported a position in Extra Space Storage in Q1 2022 and has held it in 14 quarters since.
First Western Trust Bank's Extra Space Storage position peaked at $292K in Q1 2022.
798 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.