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 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

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

Principal Financial Group

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

Geode Capital Management

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

JP Morgan Chase

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

Capital International Investors

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

Dimensional Fund Advisors

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