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Foster & Motley’s Extra Space Storage EXR Stock Holding History

Foster & Motley’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
-2,779
Closed -$410K – 394
2025
Q2 		$410K Hold
2,779
– – 0.02% 305
2025
Q1 		$413K Sell
2,779
-49
-2% -$7.43K 0.03% 297
2024
Q4 		$423K Hold
2,828
– – 0.03% 294
2024
Q3 		$510K Sell
2,828
-152
-5% -$25.7K 0.03% 276
2024
Q2 		$463K Sell
2,980
-186
-6% -$27.1K 0.03% 276
2024
Q1 		$465K Sell
3,166
-1,184
-27% -$173K 0.03% 273
2023
Q4 		$697K Sell
4,350
-2,385
-35% -$303K 0.05% 231
2023
Q3 		$819K Buy
+6,735
New +$904K 0.07% 216

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

Foster & Motley's EXR Position: Q3 2025 in Review

Foster & Motley sold out of Extra Space Storage (EXR) in Q3 2025, closing a stake of 2,779 shares — an estimated $410K sold.

Foster & Motley first reported a position in EXR in Q3 2023 and held it in 8 quarters. The position peaked at $819K in Q3 2023. 793 funds tracked by Wall St. Rank hold EXR as of Q3 2025.

  • Foster & Motley reported no remaining Extra Space Storage position as of Q3 2025 after selling out during the quarter.
  • Foster & Motley sold 2,779 Extra Space Storage shares in Q3 2025, an estimated $410K.
  • Foster & Motley first reported a position in Extra Space Storage in Q3 2023 and held it in 8 quarters.
  • Foster & Motley's Extra Space Storage position peaked at $819K in Q3 2023.
  • 793 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2025.

Based on Foster & Motley's 13F filing for Q3 2025, filed 23 Oct 2025.