Horizon Financial Services’s Extra Space Storage EXR Stock Holding History

Horizon Financial Services’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 Q1	–	Sell	-4	Closed	-$598	–	312
2024 Q4	$598	Hold	4	–	–	﹤0.01%	234
2024 Q3	$721	Hold	4	–	–	﹤0.01%	242
2024 Q2	$622	Hold	4	–	–	﹤0.01%	238
2024 Q1	$588	Buy	+4	New	+$583	﹤0.01%	242

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Horizon Financial Services's EXR Position: Q1 2025 in Review

Horizon Financial Services sold out of Extra Space Storage (EXR) in Q1 2025, closing a stake of 4 shares — an estimated $598 sold.

Horizon Financial Services first reported a position in EXR in Q1 2024 and held it in 4 quarters. The position peaked at $721 in Q3 2024. 800 funds tracked by Wall St. Rank hold EXR as of Q1 2025.

Horizon Financial Services reported no remaining Extra Space Storage position as of Q1 2025 after selling out during the quarter.
Horizon Financial Services sold 4 Extra Space Storage shares in Q1 2025, an estimated $598.
Horizon Financial Services first reported a position in Extra Space Storage in Q1 2024 and held it in 4 quarters.
Horizon Financial Services's Extra Space Storage position peaked at $721 in Q3 2024.
800 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2025.

Based on Horizon Financial Services's 13F filing for Q1 2025, filed 28 Apr 2025.