MassMutual Private Wealth & Trust
EXR icon

MassMutual Private Wealth & Trust’s Extra Space Storage EXR Stock Holding History

MassMutual Private Wealth & Trust’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
2026
Q3 		$60.6K Sell
461
-44
-9% -$6.32K ﹤0.01% 684
2026
Q2 		$73.4K Buy
505
+12
+2% +$1.72K ﹤0.01% 658
2026
Q1 		$64.6K Sell
493
-130
-21% -$18.3K ﹤0.01% 684
2025
Q4 		$81.1K Buy
623
+131
+27% +$17.9K ﹤0.01% 645
2025
Q3 		$69.3K Sell
492
-82
-14% -$11.8K ﹤0.01% 700
2025
Q2 		$84.6K Sell
574
-86
-13% -$12.5K ﹤0.01% 634
2025
Q1 		$98K Buy
660
+196
+42% +$29.7K ﹤0.01% 559
2024
Q4 		$69.4K Sell
464
-18
-4% -$2.95K ﹤0.01% 659
2024
Q3 		$86.9K Buy
482
+21
+5% +$3.54K ﹤0.01% 556
2024
Q2 		$71.6K Buy
461
+76
+20% +$11.1K ﹤0.01% 572
2024
Q1 		$56.6K Buy
385
+48
+14% +$7K ﹤0.01% 592
2023
Q4 		$54K Sell
337
-30
-8% -$3.82K ﹤0.01% 584
2023
Q3 		$44.6K Buy
367
+258
+237% +$34.6K ﹤0.01% 616
2023
Q2 		$16.2K Sell
109
-72
-40% -$10.8K ﹤0.01% 806
2023
Q1 		$29.5K Buy
181
+131
+262% +$20.6K ﹤0.01% 627
2022
Q4 		$7K Sell
50
-48
-49% -$7.67K ﹤0.01% 877
2022
Q3 		$17K Buy
98
+36
+58% +$6.81K ﹤0.01% 613
2022
Q2 		$11K Buy
62
+25
+68% +$4.63K ﹤0.01% 695
2022
Q1 		$8K Sell
37
-1
-3% -$199 ﹤0.01% 789
2021
Q4 		$9K Buy
38
+5
+15% +$991 ﹤0.01% 745
2021
Q3 		$6K Hold
33
– – ﹤0.01% 818
2021
Q2 		$5K Buy
33
+10
+43% +$1.5K ﹤0.01% 834
2021
Q1 		$3K Buy
+23
New +$2.78K ﹤0.01% 802
2020
Q3 		– Sell
-28
Closed -$3K – 756
2020
Q2 		$3K Buy
+28
New +$2.6K ﹤0.01% 636
2018
Q3 		– Sell
-11
Closed -$1.1K – 1014
2018
Q2 		$1.1K Buy
+11
New +$1.02K ﹤0.01% 989

Other funds holding EXR

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

MassMutual Private Wealth & Trust's EXR Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its Extra Space Storage (EXR) stake by 8.7% in Q3 2026, selling an estimated $6.32K and leaving 461 shares worth $60.6K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

MassMutual Private Wealth & Trust first reported a position in EXR in Q2 2018 and has held it in 25 quarters since. The position peaked at $98K in Q1 2025. 538 funds tracked by Wall St. Rank hold EXR as of Q3 2026.

  • MassMutual Private Wealth & Trust held 461 shares of Extra Space Storage worth $60.6K as of Q3 2026.
  • MassMutual Private Wealth & Trust sold 44 Extra Space Storage shares in Q3 2026, an estimated $6.32K.
  • Extra Space Storage made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #684 holding.
  • MassMutual Private Wealth & Trust first reported a position in Extra Space Storage in Q2 2018 and has held it in 25 quarters since.
  • MassMutual Private Wealth & Trust's Extra Space Storage position peaked at $98K in Q1 2025.
  • 538 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.