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Phocas Financial Corp’s Extra Space Storage EXR Stock Holding History

Phocas Financial Corp’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
-1,570
Closed -$221K – 156
2025
Q3 		$221K Sell
1,570
-256
-14% -$36.8K 0.03% 145
2025
Q2 		$269K Sell
1,826
-31
-2% -$4.51K 0.04% 130
2025
Q1 		$276K Sell
1,857
-40
-2% -$6.07K 0.04% 137
2024
Q4 		$284K Buy
+1,897
New +$311K 0.04% 141
2023
Q4 		$1.56M Sell
9,712
-2,082
-18% -$265K 0.21% 122
2023
Q3 		$1.43M Sell
11,794
-205
-2% -$27.5K 0.21% 119
2023
Q2 		$1.79M Sell
11,999
-3,377
-22% -$508K 0.24% 122
2023
Q1 		$2.5M Sell
15,376
-830
-5% -$130K 0.36% 112
2022
Q4 		$2.38M Buy
16,206
+161
+1% +$25.7K 0.34% 108
2022
Q3 		$2.77M Buy
16,045
+397
+3% +$75.1K 0.43% 97
2022
Q2 		$2.66M Buy
15,648
+390
+3% +$72.2K 0.4% 105
2022
Q1 		$3.14M Buy
15,258
+411
+3% +$81.7K 0.39% 106
2021
Q4 		$3.37M Buy
14,847
+474
+3% +$93.9K 0.43% 94
2021
Q3 		$2.42M Buy
14,373
+146
+1% +$25.8K 0.31% 117
2021
Q2 		$2.33M Sell
14,227
-286
-2% -$42.8K 0.29% 120
2021
Q1 		$1.92M Sell
14,513
-143
-1% -$17.3K 0.25% 117
2020
Q4 		$1.7M Buy
14,656
+225
+2% +$25.6K 0.26% 115
2020
Q3 		$1.54M Buy
14,431
+6,559
+83% +$678K 0.27% 117
2020
Q2 		$727K Sell
7,872
-75
-0.9% -$6.97K 0.13% 144
2020
Q1 		$761K Sell
7,947
-4,663
-37% -$486K 0.15% 138
2019
Q4 		$1.33M Buy
12,610
+1,829
+17% +$199K 0.16% 131
2019
Q3 		$1.26M Sell
10,781
-360
-3% -$41.6K 0.13% 129
2019
Q2 		$1.18M Sell
11,141
-836
-7% -$87.8K 0.13% 124
2019
Q1 		$1.22M Sell
11,977
-59
-0.5% -$5.67K 0.12% 126
2018
Q4 		$1.09M Sell
12,036
-50
-0.4% -$4.55K 0.12% 130
2018
Q3 		$1.05M Buy
12,086
+82
+0.7% +$7.61K 0.09% 140
2018
Q2 		$1.2M Buy
12,004
+102
+0.9% +$9.5K 0.1% 136
2018
Q1 		$1.04M Sell
11,902
-4,986
-30% -$419K 0.09% 139
2017
Q4 		$1.48M Buy
+16,888
New +$1.42M 0.12% 127
2017
Q3 		– Sell
-6,985
Closed -$545K – 185
2017
Q2 		$545K Buy
6,985
+186
+3% +$14.3K 0.05% 157
2017
Q1 		$506K Sell
6,799
-13,603
-67% -$1.03M 0.05% 189
2016
Q4 		$1.58M Buy
20,402
+105
+0.5% +$7.73K 0.1% 178
2016
Q3 		$1.61M Buy
20,297
+2,733
+16% +$231K 0.11% 189
2016
Q2 		$1.63M Sell
17,564
-25
-0.1% -$2.26K 0.12% 189
2016
Q1 		$1.64M Sell
17,589
-2,849
-14% -$248K 0.13% 186
2015
Q4 		$1.8M Sell
20,438
-861
-4% -$70.7K 0.14% 181
2015
Q3 		$1.64M Buy
21,299
+740
+4% +$54.2K 0.14% 181
2015
Q2 		$1.34M Sell
20,559
-68
-0.3% -$4.61K 0.11% 188
2015
Q1 		$1.39M Buy
20,627
+786
+4% +$51.6K 0.11% 184
2014
Q4 		$1.16M Sell
19,841
-587
-3% -$33.6K 0.1% 186
2014
Q3 		$1.05M Sell
20,428
-419
-2% -$22.1K 0.09% 187
2014
Q2 		$1.11M Buy
20,847
+221
+1% +$11.4K 0.1% 175
2014
Q1 		$1M Buy
20,626
+521
+3% +$24.1K 0.1% 173
2013
Q4 		$847K Sell
20,105
-1,419
-7% -$62.5K 0.08% 178
2013
Q3 		$985K Buy
21,524
+3,733
+21% +$162K 0.09% 174
2013
Q2 		$746K Buy
+17,791
New +$753K 0.08% 180

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Phocas Financial Corp's EXR Position: Q4 2025 in Review

Phocas Financial Corp sold out of Extra Space Storage (EXR) in Q4 2025, closing a stake of 1,570 shares — an estimated $221K sold.

Phocas Financial Corp first reported a position in EXR in Q2 2013 and held it in 46 quarters. The position peaked at $3.37M in Q4 2021. 745 funds tracked by Wall St. Rank hold EXR as of Q4 2025.

  • Phocas Financial Corp reported no remaining Extra Space Storage position as of Q4 2025 after selling out during the quarter.
  • Phocas Financial Corp sold 1,570 Extra Space Storage shares in Q4 2025, an estimated $221K.
  • Phocas Financial Corp first reported a position in Extra Space Storage in Q2 2013 and held it in 46 quarters.
  • Phocas Financial Corp's Extra Space Storage position peaked at $3.37M in Q4 2021.
  • 745 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2025.

Based on Phocas Financial Corp's 13F filing for Q4 2025, filed 21 Jan 2026.