Pathway Financial Advisers’s Extra Space Storage EXR Stock Holding History

Pathway Financial Advisers’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	-1,114	Closed	-$156K	–	211
2025 Q3	$156K	Sell	1,114 -585	-34%	-$84K	0.05%	164
2025 Q2	$251K	Sell	1,699 -54	-3%	-$7.86K	0.08%	149
2025 Q1	$260K	Sell	1,753 -9,497	-84%	-$1.44M	0.09%	143
2024 Q4	$1.68M	Sell	11,250 -2,007,634	-99%	-$329M	0.56%	59
2024 Q3	$11.2K	Buy	2,018,884 +2,007,626	+17,833%	+$339M	0.01%	292
2024 Q2	$1.74M	Buy	11,258 +177	+2%	+$25.8K	0.62%	53
2024 Q1	$1.63M	Sell	11,081 -597	-5%	-$87K	0.59%	60
2023 Q4	$1.87M	Buy	11,678 +689	+6%	+$87.6K	0.71%	48
2023 Q3	$1.34M	Buy	+10,989	New	+$1.48M	0.55%	63
2023 Q1	$1.7M	Buy	10,412 +4,887	+88%	+$768K	0.68%	53
2022 Q4	$813K	Buy	+5,525	New	+$883K	0.33%	83

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

Pathway Financial Advisers's EXR Position: Q4 2025 in Review

Pathway Financial Advisers sold out of Extra Space Storage (EXR) in Q4 2025, closing a stake of 1,114 shares — an estimated $156K sold.

Pathway Financial Advisers first reported a position in EXR in Q4 2022 and held it in 11 quarters. The position peaked at $1.87M in Q4 2023. 745 funds tracked by Wall St. Rank hold EXR as of Q4 2025.

Pathway Financial Advisers reported no remaining Extra Space Storage position as of Q4 2025 after selling out during the quarter.
Pathway Financial Advisers sold 1,114 Extra Space Storage shares in Q4 2025, an estimated $156K.
Pathway Financial Advisers first reported a position in Extra Space Storage in Q4 2022 and held it in 11 quarters.
Pathway Financial Advisers's Extra Space Storage position peaked at $1.87M in Q4 2023.
745 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.