RTC
EXR icon

Riverview Trust Company’s Extra Space Storage EXR Stock Holding History

Riverview Trust Company’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
2024
Q4 		– Sell
-4
Closed -$721 – 862
2024
Q3 		$721 Buy
+4
New +$675 ﹤0.01% 714
2023
Q4 		– Sell
-314
Closed -$38.2K – 268
2023
Q3 		$38.2K Buy
+314
New +$42.2K 0.03% 276
2023
Q2 		– Sell
-86
Closed -$14K – 699
2023
Q1 		$14K Hold
86
– – 0.01% 531
2022
Q4 		$13K Buy
+86
New +$13.7K 0.01% 566
2022
Q3 		– Sell
-154
Closed -$26K – 768
2022
Q2 		$26K Hold
154
– – 0.02% 315
2022
Q1 		$32K Buy
+154
New +$30.6K 0.02% 296

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Riverview Trust Company's EXR Position: Q4 2024 in Review

Riverview Trust Company sold out of Extra Space Storage (EXR) in Q4 2024, closing a stake of 4 shares — an estimated $721 sold.

Riverview Trust Company first reported a position in EXR in Q1 2022 and held it in 6 quarters. The position peaked at $38.2K in Q3 2023. 784 funds tracked by Wall St. Rank hold EXR as of Q4 2024.

  • Riverview Trust Company reported no remaining Extra Space Storage position as of Q4 2024 after selling out during the quarter.
  • Riverview Trust Company sold 4 Extra Space Storage shares in Q4 2024, an estimated $721.
  • Riverview Trust Company first reported a position in Extra Space Storage in Q1 2022 and held it in 6 quarters.
  • Riverview Trust Company's Extra Space Storage position peaked at $38.2K in Q3 2023.
  • 784 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2024.

Based on Riverview Trust Company's 13F filing for Q4 2024, filed 6 Feb 2025.