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Montecito Bank & Trust’s Extra Space Storage EXR Stock Holding History

Montecito Bank & 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
2025
Q4 		– Sell
-1,686
Closed -$238K – 270
2025
Q3 		$238K Buy
+1,686
New +$242K 0.04% 261
2025
Q1 		$250K Hold
1,686
– – 0.04% 254
2024
Q4 		$252K Sell
1,686
-122
-7% -$20K 0.04% 256
2024
Q3 		$326K Buy
+1,808
New +$305K 0.06% 237

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Montecito Bank & Trust's EXR Position: Q4 2025 in Review

Montecito Bank & Trust sold out of Extra Space Storage (EXR) in Q4 2025, closing a stake of 1,686 shares — an estimated $238K sold.

Montecito Bank & Trust first reported a position in EXR in Q3 2024 and held it in 4 quarters. The position peaked at $326K in Q3 2024. 745 funds tracked by Wall St. Rank hold EXR as of Q4 2025.

  • Montecito Bank & Trust reported no remaining Extra Space Storage position as of Q4 2025 after selling out during the quarter.
  • Montecito Bank & Trust sold 1,686 Extra Space Storage shares in Q4 2025, an estimated $238K.
  • Montecito Bank & Trust first reported a position in Extra Space Storage in Q3 2024 and held it in 4 quarters.
  • Montecito Bank & Trust's Extra Space Storage position peaked at $326K in Q3 2024.
  • 745 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2025.

Based on Montecito Bank & Trust's 13F filing for Q4 2025, filed 9 Jan 2026.