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Kestra Investment Management’s Extra Space Storage EXR Stock Holding History

Kestra Investment 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 		– Sell
-109
Closed -$16.2K – 624
2025
Q2 		$16.2K Hold
109
– – ﹤0.01% 659
2025
Q1 		$16.2K Sell
109
-252
-70% -$38.2K ﹤0.01% 572
2024
Q4 		$54K Buy
+361
New +$59.2K ﹤0.01% 516

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
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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kestra Investment Management's EXR Position: Q3 2025 in Review

Kestra Investment Management sold out of Extra Space Storage (EXR) in Q3 2025, closing a stake of 109 shares — an estimated $16.2K sold.

Kestra Investment Management first reported a position in EXR in Q4 2024 and held it in 3 quarters. The position peaked at $54K in Q4 2024. 792 funds tracked by Wall St. Rank hold EXR as of Q3 2025.

  • Kestra Investment Management reported no remaining Extra Space Storage position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 109 Extra Space Storage shares in Q3 2025, an estimated $16.2K.
  • Kestra Investment Management first reported a position in Extra Space Storage in Q4 2024 and held it in 3 quarters.
  • Kestra Investment Management's Extra Space Storage position peaked at $54K in Q4 2024.
  • 792 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.