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Sanibel Captiva Trust Company’s Extra Space Storage EXR Stock Holding History

Sanibel Captiva 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
2025
Q2 		– Sell
-1,623
Closed -$241K – 396
2025
Q1 		$241K Buy
1,623
+262
+19% +$39.7K 0.01% 363
2024
Q4 		$204K Hold
1,361
– – 0.01% 376
2024
Q3 		$245K Sell
1,361
-40
-3% -$6.75K 0.01% 355
2024
Q2 		$218K Hold
1,401
– – 0.01% 346
2024
Q1 		$206K Buy
1,401
+40
+3% +$5.83K 0.01% 350
2023
Q4 		$218K Buy
+1,361
New +$173K 0.01% 328

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Sanibel Captiva Trust Company's EXR Position: Q2 2025 in Review

Sanibel Captiva Trust Company sold out of Extra Space Storage (EXR) in Q2 2025, closing a stake of 1,623 shares — an estimated $241K sold.

Sanibel Captiva Trust Company first reported a position in EXR in Q4 2023 and held it in 6 quarters. The position peaked at $245K in Q3 2024. 809 funds tracked by Wall St. Rank hold EXR as of Q2 2025.

  • Sanibel Captiva Trust Company reported no remaining Extra Space Storage position as of Q2 2025 after selling out during the quarter.
  • Sanibel Captiva Trust Company sold 1,623 Extra Space Storage shares in Q2 2025, an estimated $241K.
  • Sanibel Captiva Trust Company first reported a position in Extra Space Storage in Q4 2023 and held it in 6 quarters.
  • Sanibel Captiva Trust Company's Extra Space Storage position peaked at $245K in Q3 2024.
  • 809 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2025.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2025, filed 13 Aug 2025.