NewSquare Capital’s Extra Space Storage EXR Stock Holding History

NewSquare Capital’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	-140	Closed	-$20.6K	–	533
2025 Q2	$20.6K	Buy	140 +48	+52%	+$6.98K	﹤0.01%	470
2025 Q1	$13.7K	Buy	92 +84	+1,050%	+$12.7K	﹤0.01%	467
2024 Q4	$1.2K	Buy	+8	New	+$1.31K	﹤0.01%	640
2023 Q4	–	Sell	-9	Closed	-$1.09K	–	542
2023 Q3	$1.09K	Buy	+9	New	+$1.21K	﹤0.01%	489
2022 Q4	–	Sell	-3	Closed	-$1K	–	845
2022 Q3	$1K	Buy	+3	New	+$567	﹤0.01%	383
2016 Q4	–	Sell	-28	Closed	-$2K	–	365
2016 Q3	$2K	Buy	+28	New	+$2.36K	﹤0.01%	444

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NewSquare Capital's EXR Position: Q3 2025 in Review

NewSquare Capital sold out of Extra Space Storage (EXR) in Q3 2025, closing a stake of 140 shares — an estimated $20.6K sold.

NewSquare Capital first reported a position in EXR in Q3 2016 and held it in 6 quarters. The position peaked at $20.6K in Q2 2025. 793 funds tracked by Wall St. Rank hold EXR as of Q3 2025.

NewSquare Capital reported no remaining Extra Space Storage position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 140 Extra Space Storage shares in Q3 2025, an estimated $20.6K.
NewSquare Capital first reported a position in Extra Space Storage in Q3 2016 and held it in 6 quarters.
NewSquare Capital's Extra Space Storage position peaked at $20.6K in Q2 2025.
793 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.