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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 $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 $3.37T AUM 44.26% 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

Perpetual Ltd's EXR Position: Q3 2025 in Review

Perpetual Ltd sold out of Extra Space Storage (EXR) in Q3 2025, closing a stake of 2,376 shares — an estimated $350K sold.

Perpetual Ltd first reported a position in EXR in Q1 2023 and held it in 10 quarters. The position peaked at $3.15M in Q4 2023. 793 funds tracked by Wall St. Rank hold EXR as of Q3 2025.

  • Perpetual Ltd reported no remaining Extra Space Storage position as of Q3 2025 after selling out during the quarter.
  • Perpetual Ltd sold 2,376 Extra Space Storage shares in Q3 2025, an estimated $350K.
  • Perpetual Ltd first reported a position in Extra Space Storage in Q1 2023 and held it in 10 quarters.
  • Perpetual Ltd's Extra Space Storage position peaked at $3.15M in Q4 2023.
  • 793 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2025.

Based on Perpetual Ltd's 13F filing for Q3 2025, filed 10 Oct 2025.