Independence Bank of Kentucky’s Extra Space Storage EXR Stock Holding History

Independence Bank of Kentucky’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	-17	Closed	-$2.4K	–	736
2025 Q3	$2.4K	Hold	17	–	–	﹤0.01%	603
2025 Q2	$2.51K	Hold	17	–	–	﹤0.01%	592
2025 Q1	$2.52K	Hold	17	–	–	﹤0.01%	585
2024 Q4	$2.54K	Hold	17	–	–	﹤0.01%	593
2024 Q3	$3.06K	Hold	17	–	–	﹤0.01%	546
2024 Q2	$2.64K	Hold	17	–	–	﹤0.01%	511
2024 Q1	$2.5K	Hold	17	–	–	﹤0.01%	500
2023 Q4	$2.73K	Buy	+17	New	+$2.16K	﹤0.01%	492
2022 Q4	–	Sell	-36	Closed	-$6K	–	442
2022 Q3	$6K	Hold	36	–	–	﹤0.01%	371
2022 Q2	$6K	Buy	+36	New	+$6.67K	﹤0.01%	372

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

Independence Bank of Kentucky's EXR Position: Q4 2025 in Review

Independence Bank of Kentucky sold out of Extra Space Storage (EXR) in Q4 2025, closing a stake of 17 shares — an estimated $2.4K sold.

Independence Bank of Kentucky first reported a position in EXR in Q2 2022 and held it in 10 quarters. The position peaked at $6K in Q3 2022. 745 funds tracked by Wall St. Rank hold EXR as of Q4 2025.

Independence Bank of Kentucky reported no remaining Extra Space Storage position as of Q4 2025 after selling out during the quarter.
Independence Bank of Kentucky sold 17 Extra Space Storage shares in Q4 2025, an estimated $2.4K.
Independence Bank of Kentucky first reported a position in Extra Space Storage in Q2 2022 and held it in 10 quarters.
Independence Bank of Kentucky's Extra Space Storage position peaked at $6K in Q3 2022.
745 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2025.

Based on Independence Bank of Kentucky's 13F filing for Q4 2025, filed 20 Jan 2026.