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Sierra Ocean’s Extra Space Storage EXR Stock Holding History

Sierra Ocean’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
Q3 		– Sell
-8
Closed -$1.18K – 358
2025
Q2 		$1.18K Sell
8
-24
-75% -$3.49K ﹤0.01% 868
2025
Q1 		$4.75K Buy
32
+7
+28% +$1.06K ﹤0.01% 600
2024
Q4 		$3.74K Buy
+25
New +$4.1K ﹤0.01% 646

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sierra Ocean's EXR Position: Q3 2025 in Review

Sierra Ocean sold out of Extra Space Storage (EXR) in Q3 2025, closing a stake of 8 shares — an estimated $1.18K sold.

Sierra Ocean first reported a position in EXR in Q4 2024 and held it in 3 quarters. The position peaked at $4.75K in Q1 2025. 792 funds tracked by Wall St. Rank hold EXR as of Q3 2025.

  • Sierra Ocean reported no remaining Extra Space Storage position as of Q3 2025 after selling out during the quarter.
  • Sierra Ocean sold 8 Extra Space Storage shares in Q3 2025, an estimated $1.18K.
  • Sierra Ocean first reported a position in Extra Space Storage in Q4 2024 and held it in 3 quarters.
  • Sierra Ocean's Extra Space Storage position peaked at $4.75K in Q1 2025.
  • 792 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.