OneDigital Investment Advisors’s Extra Space Storage EXR Stock Holding History

OneDigital Investment Advisors’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 Q1	–	Sell	-1,577	Closed	-$236K	–	1432
2024 Q4	$236K	Buy	1,577 +411	+35%	+$67.4K	﹤0.01%	1248
2024 Q3	$210K	Buy	+1,166	New	+$197K	﹤0.01%	1340
2019 Q3	–	Sell	-360	Closed	-$38K	–	750
2019 Q2	$38K	Hold	360	–	–	﹤0.01%	627
2019 Q1	$37K	Hold	360	–	–	0.01%	552
2018 Q4	$33K	Hold	360	–	–	0.01%	548
2018 Q3	$31K	Hold	360	–	–	0.01%	525
2018 Q2	$36K	Hold	360	–	–	0.01%	597
2018 Q1	$31K	Hold	360	–	–	0.01%	646
2017 Q4	$31K	Hold	360	–	–	﹤0.01%	646
2017 Q3	$29K	Hold	360	–	–	0.01%	522
2017 Q2	$28K	Buy	+360	New	+$27.6K	0.01%	630

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

OneDigital Investment Advisors's EXR Position: Q1 2025 in Review

OneDigital Investment Advisors sold out of Extra Space Storage (EXR) in Q1 2025, closing a stake of 1,577 shares — an estimated $236K sold.

OneDigital Investment Advisors first reported a position in EXR in Q2 2017 and held it in 11 quarters. The position peaked at $236K in Q4 2024. 801 funds tracked by Wall St. Rank hold EXR as of Q1 2025.

OneDigital Investment Advisors reported no remaining Extra Space Storage position as of Q1 2025 after selling out during the quarter.
OneDigital Investment Advisors sold 1,577 Extra Space Storage shares in Q1 2025, an estimated $236K.
OneDigital Investment Advisors first reported a position in Extra Space Storage in Q2 2017 and held it in 11 quarters.
OneDigital Investment Advisors's Extra Space Storage position peaked at $236K in Q4 2024.
801 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2025.

Based on OneDigital Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.