NAM
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NorthCrest Asset Manangement’s Extra Space Storage EXR Stock Holding History

NorthCrest Asset Manangement’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
-2,878
Closed -$411K – 827
2025
Q3 		$411K Buy
2,878
+1,156
+67% +$166K 0.01% 551
2025
Q2 		$263K Buy
+1,722
New +$251K 0.01% 547

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 $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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 $204B AUM 27.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

NorthCrest Asset Manangement's EXR Position: Q4 2025 in Review

NorthCrest Asset Manangement sold out of Extra Space Storage (EXR) in Q4 2025, closing a stake of 2,878 shares — an estimated $411K sold.

NorthCrest Asset Manangement first reported a position in EXR in Q2 2025 and held it in 2 quarters. The position peaked at $411K in Q3 2025. 745 funds tracked by Wall St. Rank hold EXR as of Q4 2025.

  • NorthCrest Asset Manangement reported no remaining Extra Space Storage position as of Q4 2025 after selling out during the quarter.
  • NorthCrest Asset Manangement sold 2,878 Extra Space Storage shares in Q4 2025, an estimated $411K.
  • NorthCrest Asset Manangement first reported a position in Extra Space Storage in Q2 2025 and held it in 2 quarters.
  • NorthCrest Asset Manangement's Extra Space Storage position peaked at $411K in Q3 2025.
  • 745 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2025.

Based on NorthCrest Asset Manangement's 13F filing for Q4 2025, filed 8 Jan 2026.