Marshall & Sterling Wealth Advisors’s Extra Space Storage EXR Stock Holding History

Marshall & Sterling Wealth 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	-46	Closed	-$6.48K	–	444
2025 Q3	$6.48K	Buy	46 +1	+2%	+$144	﹤0.01%	452
2025 Q2	$6.63K	Sell	45 -2	-4%	-$291	﹤0.01%	429
2025 Q1	$6.98K	Buy	+47	New	+$7.13K	﹤0.01%	393

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

Marshall & Sterling Wealth Advisors's EXR Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Extra Space Storage (EXR) in Q4 2025, closing a stake of 46 shares — an estimated $6.48K sold.

Marshall & Sterling Wealth Advisors first reported a position in EXR in Q1 2025 and held it in 3 quarters. The position peaked at $6.98K in Q1 2025. 745 funds tracked by Wall St. Rank hold EXR as of Q4 2025.

Marshall & Sterling Wealth Advisors reported no remaining Extra Space Storage position as of Q4 2025 after selling out during the quarter.
Marshall & Sterling Wealth Advisors sold 46 Extra Space Storage shares in Q4 2025, an estimated $6.48K.
Marshall & Sterling Wealth Advisors first reported a position in Extra Space Storage in Q1 2025 and held it in 3 quarters.
Marshall & Sterling Wealth Advisors's Extra Space Storage position peaked at $6.98K in Q1 2025.
745 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.