Perigon Wealth Management’s Extra Space Storage EXR Stock Holding History

Perigon Wealth Management’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	-2,018	Closed	-$284K	–	1329
2025 Q3	$284K	Buy	+2,018	New	+$290K	0.01%	996
2017 Q3	–	Sell	-1,440	Closed	-$112K	–	666
2017 Q2	$112K	Buy	1,440 +525	+57%	+$40.3K	0.02%	291
2017 Q1	$68K	Buy	+915	New	+$69.1K	0.01%	357

Other funds holding EXR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Perigon Wealth Management's EXR Position: Q4 2025 in Review

Perigon Wealth Management sold out of Extra Space Storage (EXR) in Q4 2025, closing a stake of 2,018 shares — an estimated $284K sold.

Perigon Wealth Management first reported a position in EXR in Q1 2017 and held it in 3 quarters. The position peaked at $284K in Q3 2025. 745 funds tracked by Wall St. Rank hold EXR as of Q4 2025.

Perigon Wealth Management reported no remaining Extra Space Storage position as of Q4 2025 after selling out during the quarter.
Perigon Wealth Management sold 2,018 Extra Space Storage shares in Q4 2025, an estimated $284K.
Perigon Wealth Management first reported a position in Extra Space Storage in Q1 2017 and held it in 3 quarters.
Perigon Wealth Management's Extra Space Storage position peaked at $284K in Q3 2025.
745 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2025.

Based on Perigon Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.