Safe Harbor Wealth Advisors’s Extra Space Storage EXR Stock Holding History

Safe Harbor Wealth 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	$267K	Buy	+1,851	New	+$252K	0.26%	82

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 $3.37T AUM 44.26% 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

Safe Harbor Wealth Advisors's EXR Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in Extra Space Storage (EXR) in Q4 2025: 1,851 shares worth $267K. The stake represents 0.26% of the portfolio and ranks #82 among its holdings.

745 funds tracked by Wall St. Rank hold EXR as of Q4 2025.

Safe Harbor Wealth Advisors held 1,851 shares of Extra Space Storage worth $267K as of Q4 2025.
Extra Space Storage was a new Safe Harbor Wealth Advisors position in Q4 2025.
Extra Space Storage made up 0.26% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #82 holding.
745 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.