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Perpetual Ltd’s Extra Space Storage EXR Stock Holding History

Perpetual Ltd’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
-2,376
Closed -$350K – 417
2025
Q2 		$350K Sell
2,376
-40
-2% -$5.82K ﹤0.01% 361
2025
Q1 		$359K Sell
2,416
-30
-1% -$4.55K ﹤0.01% 360
2024
Q4 		$366K Sell
2,446
-8,862
-78% -$1.45M ﹤0.01% 355
2024
Q3 		$2.04M Sell
11,308
-4,168
-27% -$703K 0.02% 194
2024
Q2 		$2.41M Sell
15,476
-552
-3% -$80.5K 0.03% 192
2024
Q1 		$2.36M Sell
16,028
-3,617
-18% -$527K 0.02% 203
2023
Q4 		$3.15M Sell
19,645
-508
-3% -$64.6K 0.03% 178
2023
Q3 		$2.45M Buy
20,153
+9,687
+93% +$1.3M 0.03% 196
2023
Q2 		$1.56M Sell
10,466
-2,254
-18% -$339K 0.01% 266
2023
Q1 		$2.07M Buy
+12,720
New +$2M 0.02% 242

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return