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MJT & Associates Financial Advisory’s Extra Space Storage EXR Stock Holding History

MJT & Associates Financial Advisory’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
Q2 		– Sell
-41
Closed -$6.09K – 478
2025
Q1 		$6.09K Buy
+41
New +$6.22K 0.01% 279

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Cohen & Steers
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State Street
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Norges Bank
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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

MJT & Associates Financial Advisory's EXR Position: Q2 2025 in Review

MJT & Associates Financial Advisory sold out of Extra Space Storage (EXR) in Q2 2025, closing a stake of 41 shares — an estimated $6.09K sold.

MJT & Associates Financial Advisory first reported a position in EXR in Q1 2025 and held it in 1 quarter. The position peaked at $6.09K in Q1 2025. 809 funds tracked by Wall St. Rank hold EXR as of Q2 2025.

  • MJT & Associates Financial Advisory reported no remaining Extra Space Storage position as of Q2 2025 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 41 Extra Space Storage shares in Q2 2025, an estimated $6.09K.
  • MJT & Associates Financial Advisory first reported a position in Extra Space Storage in Q1 2025 and held it in 1 quarter.
  • MJT & Associates Financial Advisory's Extra Space Storage position peaked at $6.09K in Q1 2025.
  • 809 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2025.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2025, filed 16 Jul 2025.