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Park Square Financial Group’s Extra Space Storage EXR Stock Holding History

Park Square Financial Group’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
-150
Closed -$22.1K – 473
2025
Q2 		$22.1K Hold
150
– – 0.02% 433
2025
Q1 		$22.3K Hold
150
– – 0.02% 414
2024
Q4 		$22.4K Buy
+150
New +$24.6K 0.02% 404

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 $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Park Square Financial Group's EXR Position: Q3 2025 in Review

Park Square Financial Group sold out of Extra Space Storage (EXR) in Q3 2025, closing a stake of 150 shares — an estimated $22.1K sold.

Park Square Financial Group first reported a position in EXR in Q4 2024 and held it in 3 quarters. The position peaked at $22.4K in Q4 2024. 793 funds tracked by Wall St. Rank hold EXR as of Q3 2025.

  • Park Square Financial Group reported no remaining Extra Space Storage position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 150 Extra Space Storage shares in Q3 2025, an estimated $22.1K.
  • Park Square Financial Group first reported a position in Extra Space Storage in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Extra Space Storage position peaked at $22.4K in Q4 2024.
  • 793 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.