Riversedge Advisors’s Extra Space Storage EXR Stock Holding History

Riversedge 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	-1,447	Closed	-$204K	–	220
2025 Q3	$204K	Buy	+1,447	New	+$208K	0.03%	191

Other funds holding EXR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $187B AUM 18.48% 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

Riversedge Advisors's EXR Position: Q4 2025 in Review

Riversedge Advisors sold out of Extra Space Storage (EXR) in Q4 2025, closing a stake of 1,447 shares — an estimated $204K sold.

Riversedge Advisors first reported a position in EXR in Q3 2025 and held it in 1 quarter. The position peaked at $204K in Q3 2025. 745 funds tracked by Wall St. Rank hold EXR as of Q4 2025.

Riversedge Advisors reported no remaining Extra Space Storage position as of Q4 2025 after selling out during the quarter.
Riversedge Advisors sold 1,447 Extra Space Storage shares in Q4 2025, an estimated $204K.
Riversedge Advisors first reported a position in Extra Space Storage in Q3 2025 and held it in 1 quarter.
Riversedge Advisors's Extra Space Storage position peaked at $204K in Q3 2025.
745 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2025.

Based on Riversedge Advisors's 13F filing for Q4 2025, filed 7 Jan 2026.