Rise Advisors’s Extra Space Storage EXR Stock Holding History

Rise Advisors’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	-134	Closed	-$19K	–	558
2025 Q3	$19K	Buy	134 +5	+4%	+$718	0.01%	611
2025 Q2	$19K	Buy	129 +1	+0.8%	+$146	0.01%	566
2025 Q1	$19K	Sell	128 -10	-7%	-$1.52K	0.01%	525
2024 Q4	$20.6K	Buy	138 +2	+1%	+$328	0.01%	633
2024 Q3	$24.5K	Buy	136 +1	+0.7%	+$169	0.01%	545
2024 Q2	$21K	Buy	135 +3	+2%	+$437	0.01%	609
2024 Q1	$19.4K	Buy	+132	New	+$19.2K	0.01%	671

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 $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Rise Advisors's EXR Position: Q4 2025 in Review

Rise Advisors sold out of Extra Space Storage (EXR) in Q4 2025, closing a stake of 134 shares — an estimated $19K sold.

Rise Advisors first reported a position in EXR in Q1 2024 and held it in 7 quarters. The position peaked at $24.5K in Q3 2024. 745 funds tracked by Wall St. Rank hold EXR as of Q4 2025.

Rise Advisors reported no remaining Extra Space Storage position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 134 Extra Space Storage shares in Q4 2025, an estimated $19K.
Rise Advisors first reported a position in Extra Space Storage in Q1 2024 and held it in 7 quarters.
Rise Advisors's Extra Space Storage position peaked at $24.5K in Q3 2024.
745 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.