Pacific Capital Wealth Advisors’s Extra Space Storage EXR Stock Holding History

Pacific Capital Wealth 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	-350	Closed	-$52.4K	–	180
2024 Q4	$52.4K	Hold	350	–	–	0.01%	146
2024 Q3	$63.1K	Hold	350	–	–	0.01%	144
2024 Q2	$54.4K	Buy	+350	New	+$51K	0.01%	147

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

Pacific Capital Wealth Advisors's EXR Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Extra Space Storage (EXR) in Q1 2025, closing a stake of 350 shares — an estimated $52.4K sold.

Pacific Capital Wealth Advisors first reported a position in EXR in Q2 2024 and held it in 3 quarters. The position peaked at $63.1K in Q3 2024. 800 funds tracked by Wall St. Rank hold EXR as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Extra Space Storage position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 350 Extra Space Storage shares in Q1 2025, an estimated $52.4K.
Pacific Capital Wealth Advisors first reported a position in Extra Space Storage in Q2 2024 and held it in 3 quarters.
Pacific Capital Wealth Advisors's Extra Space Storage position peaked at $63.1K in Q3 2024.
800 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.