QTR Family Wealth’s Extra Space Storage EXR Stock Holding History

QTR Family Wealth’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	-1,641	Closed	-$231K	–	289
2025 Q3	$231K	Buy	1,641 +251	+18%	+$36K	0.11%	214
2025 Q2	$205K	Buy	+1,390	New	+$202K	0.13%	176

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 $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $204B AUM 27.99% 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

QTR Family Wealth's EXR Position: Q4 2025 in Review

QTR Family Wealth sold out of Extra Space Storage (EXR) in Q4 2025, closing a stake of 1,641 shares — an estimated $231K sold.

QTR Family Wealth first reported a position in EXR in Q2 2025 and held it in 2 quarters. The position peaked at $231K in Q3 2025. 745 funds tracked by Wall St. Rank hold EXR as of Q4 2025.

QTR Family Wealth reported no remaining Extra Space Storage position as of Q4 2025 after selling out during the quarter.
QTR Family Wealth sold 1,641 Extra Space Storage shares in Q4 2025, an estimated $231K.
QTR Family Wealth first reported a position in Extra Space Storage in Q2 2025 and held it in 2 quarters.
QTR Family Wealth's Extra Space Storage position peaked at $231K in Q3 2025.
745 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2025.

Based on QTR Family Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.