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Hemington Wealth Management’s Extra Space Storage EXR Stock Holding History

Hemington Wealth Management’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 		$34K Buy
244
+11
+5% +$1.58K ﹤0.01% 464
2025
Q2 		$34K Sell
233
-14
-6% -$2.04K ﹤0.01% 435
2025
Q1 		$36K Sell
247
-11
-4% -$1.67K 0.01% 399
2024
Q4 		$38K Hold
258
– – 0.01% 369
2024
Q3 		$42K Buy
+258
New +$43.5K 0.01% 331

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 $3.37T AUM 44.26% 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

Hemington Wealth Management's EXR Position: Q3 2025 in Review

Hemington Wealth Management increased its Extra Space Storage (EXR) stake by 4.7% in Q3 2025, buying an estimated $1.58K and bringing the position to 244 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Hemington Wealth Management first reported a position in EXR in Q3 2024 and has held it in 5 quarters since. The position peaked at $42K in Q3 2024. 793 funds tracked by Wall St. Rank hold EXR as of Q3 2025.

  • Hemington Wealth Management held 244 shares of Extra Space Storage worth $34K as of Q3 2025.
  • Hemington Wealth Management bought 11 Extra Space Storage shares in Q3 2025, an estimated $1.58K.
  • Extra Space Storage made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #464 holding.
  • Hemington Wealth Management first reported a position in Extra Space Storage in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Extra Space Storage position peaked at $42K in Q3 2024.
  • 793 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.