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Richards, Merrill & Peterson’s Extra Space Storage EXR Stock Holding History

Richards, Merrill & Peterson’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
Q2 		– Sell
-125
Closed -$18.6K – 293
2025
Q1 		$18.6K Hold
125
– – 0.01% 346
2024
Q4 		$18.7K Buy
+125
New +$20.5K 0.01% 334

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Richards, Merrill & Peterson's EXR Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Extra Space Storage (EXR) in Q2 2025, closing a stake of 125 shares — an estimated $18.6K sold.

Richards, Merrill & Peterson first reported a position in EXR in Q4 2024 and held it in 2 quarters. The position peaked at $18.7K in Q4 2024. 809 funds tracked by Wall St. Rank hold EXR as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Extra Space Storage position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 125 Extra Space Storage shares in Q2 2025, an estimated $18.6K.
  • Richards, Merrill & Peterson first reported a position in Extra Space Storage in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Extra Space Storage position peaked at $18.7K in Q4 2024.
  • 809 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.