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Sound View Wealth Advisors Group’s Extra Space Storage EXR Stock Holding History

Sound View Wealth Advisors Group’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
-1,906
Closed -$285K – 418
2024
Q4 		$285K Sell
1,906
-6,419
-77% -$1.05M 0.02% 347
2024
Q3 		$1.5M Buy
8,325
+1,685
+25% +$284K 0.12% 145
2024
Q2 		$1.03M Buy
6,640
+381
+6% +$55.5K 0.11% 159
2024
Q1 		$920K Sell
6,259
-499
-7% -$72.8K 0.1% 171
2023
Q4 		$1.08M Sell
6,758
-2,006
-23% -$255K 0.12% 151
2023
Q3 		$1.07M Buy
8,764
+1,675
+24% +$225K 0.13% 141
2023
Q2 		$1.06M Buy
7,089
+810
+13% +$122K 0.14% 140
2023
Q1 		$1.02M Sell
6,279
-479
-7% -$75.3K 0.14% 141
2022
Q4 		$1.08M Buy
6,758
+3,431
+103% +$548K 0.12% 151
2022
Q3 		$575K Buy
3,327
+1,878
+130% +$355K 0.13% 148
2022
Q2 		$247K Buy
1,449
+134
+10% +$24.8K 0.05% 245
2022
Q1 		$270K Sell
1,315
-66
-5% -$13.1K 0.05% 249
2021
Q4 		$313K Sell
1,381
-594
-30% -$118K 0.06% 233
2021
Q3 		$332K Sell
1,975
-85
-4% -$15K 0.07% 217
2021
Q2 		$337K Buy
+2,060
New +$309K 0.07% 219

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Sound View Wealth Advisors Group's EXR Position: Q1 2025 in Review

Sound View Wealth Advisors Group sold out of Extra Space Storage (EXR) in Q1 2025, closing a stake of 1,906 shares — an estimated $285K sold.

Sound View Wealth Advisors Group first reported a position in EXR in Q2 2021 and held it in 15 quarters. The position peaked at $1.5M in Q3 2024. 800 funds tracked by Wall St. Rank hold EXR as of Q1 2025.

  • Sound View Wealth Advisors Group reported no remaining Extra Space Storage position as of Q1 2025 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 1,906 Extra Space Storage shares in Q1 2025, an estimated $285K.
  • Sound View Wealth Advisors Group first reported a position in Extra Space Storage in Q2 2021 and held it in 15 quarters.
  • Sound View Wealth Advisors Group's Extra Space Storage position peaked at $1.5M in Q3 2024.
  • 800 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2025.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2025, filed 8 May 2025.