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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 $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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.