Sandy Spring Bank’s Extra Space Storage EXR Stock Holding History

Sandy Spring Bank’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 Q1	–	Sell	-41	Closed	-$6.13K	–	1252
2024 Q4	$6.13K	Buy	+41	New	+$6.72K	﹤0.01%	946
2020 Q2	–	Sell	-204	Closed	-$20K	–	915
2020 Q1	$20K	Hold	204	–	–	﹤0.01%	577
2019 Q4	$22K	Hold	204	–	–	﹤0.01%	601
2019 Q3	$24K	Hold	204	–	–	﹤0.01%	588
2019 Q2	$22K	Hold	204	–	–	﹤0.01%	593
2019 Q1	$21K	Hold	204	–	–	﹤0.01%	571
2018 Q4	$18K	Hold	204	–	–	﹤0.01%	585
2018 Q3	$18K	Hold	204	–	–	﹤0.01%	603
2018 Q2	$20K	Hold	204	–	–	﹤0.01%	585
2018 Q1	$18K	Hold	204	–	–	﹤0.01%	614
2017 Q4	$18K	Sell	204 -144	-41%	-$12.1K	﹤0.01%	606
2017 Q3	$28K	Hold	348	–	–	﹤0.01%	516
2017 Q2	$27K	Hold	348	–	–	﹤0.01%	539
2017 Q1	$26K	Hold	348	–	–	﹤0.01%	552
2016 Q4	$27K	Hold	348	–	–	﹤0.01%	529
2016 Q3	$28K	Hold	348	–	–	﹤0.01%	515
2016 Q2	$32K	Sell	348 -160	-31%	-$14.4K	﹤0.01%	508
2016 Q1	$47K	Hold	508	–	–	0.01%	446
2015 Q4	$45K	Buy	508 +464	+1,055%	+$38.1K	0.01%	437
2015 Q3	$3K	Hold	44	–	–	﹤0.01%	837
2015 Q2	$3K	Buy	+44	New	+$2.98K	﹤0.01%	862

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

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

Norges Bank Oslo, Norway $935B AUM

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sandy Spring Bank's EXR Position: Q1 2025 in Review

Sandy Spring Bank sold out of Extra Space Storage (EXR) in Q1 2025, closing a stake of 41 shares — an estimated $6.13K sold.

Sandy Spring Bank first reported a position in EXR in Q2 2015 and held it in 21 quarters. The position peaked at $47K in Q1 2016. 801 funds tracked by Wall St. Rank hold EXR as of Q1 2025.

Sandy Spring Bank reported no remaining Extra Space Storage position as of Q1 2025 after selling out during the quarter.
Sandy Spring Bank sold 41 Extra Space Storage shares in Q1 2025, an estimated $6.13K.
Sandy Spring Bank first reported a position in Extra Space Storage in Q2 2015 and held it in 21 quarters.
Sandy Spring Bank's Extra Space Storage position peaked at $47K in Q1 2016.
801 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.