Foundations Investment Advisors’s Extra Space Storage EXR Stock Holding History

Foundations Investment Advisors’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	-19,760	Closed	-$2.78M	–	1133
2025 Q3	$2.78M	Sell	19,760 -499	-2%	-$71.7K	0.04%	282
2025 Q2	$2.99M	Buy	+20,259	New	+$2.95M	0.05%	261

Other funds holding EXR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Foundations Investment Advisors's EXR Position: Q4 2025 in Review

Foundations Investment Advisors sold out of Extra Space Storage (EXR) in Q4 2025, closing a stake of 19,760 shares — an estimated $2.78M sold.

Foundations Investment Advisors first reported a position in EXR in Q2 2025 and held it in 2 quarters. The position peaked at $2.99M in Q2 2025. 745 funds tracked by Wall St. Rank hold EXR as of Q4 2025.

Foundations Investment Advisors reported no remaining Extra Space Storage position as of Q4 2025 after selling out during the quarter.
Foundations Investment Advisors sold 19,760 Extra Space Storage shares in Q4 2025, an estimated $2.78M.
Foundations Investment Advisors first reported a position in Extra Space Storage in Q2 2025 and held it in 2 quarters.
Foundations Investment Advisors's Extra Space Storage position peaked at $2.99M in Q2 2025.
745 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2025.

Based on Foundations Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.