NorthRock Partners’s Extra Space Storage EXR Stock Holding History

NorthRock Partners’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	-2,157	Closed	-$304K	–	728
2025 Q3	$304K	Sell	2,157 -2,599	-55%	-$373K	0.01%	693
2025 Q2	$701K	Buy	4,756 +2,625	+123%	+$382K	0.02%	317
2025 Q1	$316K	Buy	2,131 +269	+14%	+$40.8K	0.01%	463
2024 Q4	$279K	Sell	1,862 -127	-6%	-$20.8K	0.01%	493
2024 Q3	$358K	Buy	1,989 +85	+4%	+$14.3K	0.01%	446
2024 Q2	$296K	Buy	1,904 +492	+35%	+$71.7K	0.01%	476
2024 Q1	$210K	Buy	1,412 +134	+10%	+$19.5K	0.01%	572
2023 Q4	$205K	Buy	+1,278	New	+$163K	0.01%	545

Other funds holding EXR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NorthRock Partners's EXR Position: Q4 2025 in Review

NorthRock Partners sold out of Extra Space Storage (EXR) in Q4 2025, closing a stake of 2,157 shares — an estimated $304K sold.

NorthRock Partners first reported a position in EXR in Q4 2023 and held it in 8 quarters. The position peaked at $701K in Q2 2025. 744 funds tracked by Wall St. Rank hold EXR as of Q4 2025.

NorthRock Partners reported no remaining Extra Space Storage position as of Q4 2025 after selling out during the quarter.
NorthRock Partners sold 2,157 Extra Space Storage shares in Q4 2025, an estimated $304K.
NorthRock Partners first reported a position in Extra Space Storage in Q4 2023 and held it in 8 quarters.
NorthRock Partners's Extra Space Storage position peaked at $701K in Q2 2025.
744 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2025.

Based on NorthRock Partners's 13F filing for Q4 2025, filed 17 Feb 2026.