GWMR
EXR icon

GC Wealth Management RIA’s Extra Space Storage EXR Stock Holding History

GC Wealth Management RIA’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
-7,490
Closed -$1.06M – 630
2025
Q3 		$1.06M Buy
7,490
+2,295
+44% +$330K 0.03% 316
2025
Q2 		$766K Buy
5,195
+1,591
+44% +$232K 0.06% 246
2025
Q1 		$535K Buy
3,604
+441
+14% +$66.9K 0.1% 170
2024
Q4 		$473K Buy
3,163
+629
+25% +$103K 0.08% 184
2024
Q3 		$457K Buy
2,534
+395
+18% +$66.7K 0.08% 203
2024
Q2 		$332K Buy
+2,139
New +$312K 0.07% 214

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

GC Wealth Management RIA's EXR Position: Q4 2025 in Review

GC Wealth Management RIA sold out of Extra Space Storage (EXR) in Q4 2025, closing a stake of 7,490 shares — an estimated $1.06M sold.

GC Wealth Management RIA first reported a position in EXR in Q2 2024 and held it in 6 quarters. The position peaked at $1.06M in Q3 2025. 744 funds tracked by Wall St. Rank hold EXR as of Q4 2025.

  • GC Wealth Management RIA reported no remaining Extra Space Storage position as of Q4 2025 after selling out during the quarter.
  • GC Wealth Management RIA sold 7,490 Extra Space Storage shares in Q4 2025, an estimated $1.06M.
  • GC Wealth Management RIA first reported a position in Extra Space Storage in Q2 2024 and held it in 6 quarters.
  • GC Wealth Management RIA's Extra Space Storage position peaked at $1.06M in Q3 2025.
  • 744 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2025.

Based on GC Wealth Management RIA's 13F filing for Q4 2025, filed 30 Jan 2026.