FORA Capital’s Extra Space Storage EXR Stock Holding History

FORA Capital’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 Q4	–	Sell	-6,858	Closed	-$967K	–	505
2025 Q3	$967K	Buy	6,858 +2,231	+48%	+$320K	0.17%	170
2025 Q2	$682K	Buy	4,627 +2,805	+154%	+$408K	0.08%	275
2025 Q1	$271K	Buy	+1,822	New	+$276K	0.03%	412
2023 Q4	–	Sell	-27,843	Closed	-$3.39M	–	495
2023 Q3	$3.39M	Buy	27,843 +13,903	+100%	+$1.87M	0.3%	99
2023 Q2	$2.07M	Buy	+13,940	New	+$2.1M	0.29%	95
2022 Q4	–	Sell	-10,053	Closed	-$1.74M	–	530
2022 Q3	$1.74M	Buy	10,053 +5,722	+132%	+$1.08M	0.33%	88
2022 Q2	$737K	Buy	+4,331	New	+$802K	0.15%	189
2021 Q4	–	Sell	-2,080	Closed	-$349K	–	365
2021 Q3	$349K	Buy	+2,080	New	+$368K	0.09%	254
2020 Q4	–	Sell	-1,409	Closed	-$151K	–	984
2020 Q3	$151K	Sell	1,409 -1,216	-46%	-$126K	0.1%	220
2020 Q2	$242K	Buy	2,625 +654	+33%	+$60.8K	0.08%	300
2020 Q1	$189K	Sell	1,971 -10,090	-84%	-$1.05M	0.04%	468
2019 Q4	$1.27M	Buy	+12,061	New	+$1.32M	0.13%	213

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

Norges Bank Oslo, Norway $935B AUM

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

FORA Capital's EXR Position: Q4 2025 in Review

FORA Capital sold out of Extra Space Storage (EXR) in Q4 2025, closing a stake of 6,858 shares — an estimated $967K sold.

FORA Capital first reported a position in EXR in Q4 2019 and held it in 12 quarters. The position peaked at $3.39M in Q3 2023. 744 funds tracked by Wall St. Rank hold EXR as of Q4 2025.

FORA Capital reported no remaining Extra Space Storage position as of Q4 2025 after selling out during the quarter.
FORA Capital sold 6,858 Extra Space Storage shares in Q4 2025, an estimated $967K.
FORA Capital first reported a position in Extra Space Storage in Q4 2019 and held it in 12 quarters.
FORA Capital's Extra Space Storage position peaked at $3.39M in Q3 2023.
744 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2025.

Based on FORA Capital's 13F filing for Q4 2025, filed 13 Feb 2026.