Halbert Hargrove Global Advisors’s Extra Space Storage EXR Stock Holding History

Halbert Hargrove Global 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	-14	Closed	-$1.97K	–	500
2025 Q3	$1.97K	Buy	+14	New	+$2.01K	﹤0.01%	567

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

Halbert Hargrove Global Advisors's EXR Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of Extra Space Storage (EXR) in Q4 2025, closing a stake of 14 shares — an estimated $1.97K sold.

Halbert Hargrove Global Advisors first reported a position in EXR in Q3 2025 and held it in 1 quarter. The position peaked at $1.97K in Q3 2025. 745 funds tracked by Wall St. Rank hold EXR as of Q4 2025.

Halbert Hargrove Global Advisors reported no remaining Extra Space Storage position as of Q4 2025 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 14 Extra Space Storage shares in Q4 2025, an estimated $1.97K.
Halbert Hargrove Global Advisors first reported a position in Extra Space Storage in Q3 2025 and held it in 1 quarter.
Halbert Hargrove Global Advisors's Extra Space Storage position peaked at $1.97K in Q3 2025.
745 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.